VANGUARD WELLINGTON FD's ticker is VFVA and the CUSIP is 921935805. A total of 1 filers reported holding VANGUARD WELLINGTON FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,637,236 | -19.3% | 56,327 | -46.0% | 3.99% | -15.0% |
Q2 2023 | $6,982,865 | -1.6% | 104,383 | -1.8% | 4.69% | +1.2% |
Q1 2023 | $7,098,478 | +1.3% | 106,320 | +1.7% | 4.64% | -13.1% |
Q4 2022 | $7,010,484 | +14.3% | 104,521 | +4.7% | 5.34% | +22.0% |
Q3 2022 | $6,132,000 | +0.8% | 99,825 | +2.9% | 4.38% | +8.5% |
Q2 2022 | $6,086,000 | -5.3% | 97,013 | +1.3% | 4.03% | +14.4% |
Q1 2022 | $6,427,000 | +6.7% | 95,775 | +4.1% | 3.53% | +0.9% |
Q4 2021 | $6,023,000 | +6.2% | 91,991 | +2.5% | 3.50% | +0.8% |
Q3 2021 | $5,674,000 | -10.4% | 89,773 | -19.1% | 3.47% | -5.3% |
Q2 2021 | $6,336,000 | +20.1% | 111,010 | +98.9% | 3.66% | -2.4% |
Q1 2021 | $5,275,000 | – | 55,825 | – | 3.75% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Armbruster Capital Management, Inc. | 361,584 | $35,753,000 | 10.22% |
Paragon Wealth Strategies, LLC | 279,980 | $27,684,000 | 7.38% |
Compass Ion Advisors, LLC | 119,227 | $11,789,000 | 4.24% |
Frank, Rimerman Advisors LLC | 100,000 | $9,887,970 | 3.82% |
SOUNDMARK WEALTH MANAGEMENT, LLC | 106,768 | $10,557,000 | 3.81% |
Fortis Advisors, LLC | 89,773 | $5,674,000 | 3.47% |
ANDERSON HOAGLAND & CO | 248,548 | $24,576,000 | 3.13% |
MorganRosel Wealth Management, LLC | 47,164 | $4,664,000 | 2.55% |
Symmetry Partners, LLC | 300,100 | $30,355,000 | 2.00% |
Andesa Financial Management Inc. | 22,110 | $2,188,000 | 1.19% |