VANGUARD WELLINGTON FD's ticker is VFQY and the CUSIP is 921935706. A total of 42 filers reported holding VANGUARD WELLINGTON FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $10,781 | -6.7% | 84,708 | -17.7% | 0.58% | -7.2% |
| Q3 2023 | $11,561 | -1.5% | 102,940 | 0.0% | 0.63% | +0.8% |
| Q2 2023 | $11,742 | -7.1% | 102,940 | -11.7% | 0.62% | -10.8% |
| Q1 2023 | $12,636 | +3.3% | 116,640 | 0.0% | 0.70% | -3.7% |
| Q4 2022 | $12,230 | -99.9% | 116,640 | 0.0% | 0.72% | -3.2% |
| Q3 2022 | $11,110,000 | -2.8% | 116,640 | 0.0% | 0.75% | -2.6% |
| Q2 2022 | $11,425,000 | -15.7% | 116,640 | 0.0% | 0.77% | -10.0% |
| Q1 2022 | $13,557,000 | -6.1% | 116,640 | +2.0% | 0.85% | -7.2% |
| Q4 2021 | $14,444,000 | +7.3% | 114,409 | 0.0% | 0.92% | +3.7% |
| Q3 2021 | $13,466,000 | -1.0% | 114,409 | 0.0% | 0.89% | -2.1% |
| Q2 2021 | $13,604,000 | +6.0% | 114,409 | 0.0% | 0.90% | -1.7% |
| Q1 2021 | $12,835,000 | +12.5% | 114,409 | 0.0% | 0.92% | +4.1% |
| Q4 2020 | $11,405,000 | +61.1% | 114,409 | +34.3% | 0.88% | +46.8% |
| Q3 2020 | $7,079,000 | +7.1% | 85,181 | +1.2% | 0.60% | -27.0% |
| Q2 2020 | $6,612,000 | – | 84,202 | – | 0.83% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Armbruster Capital Management, Inc. | 181,720 | $20,408,989 | 5.16% |
| Hobart Private Capital, LLC | 115,691 | $12,993,256 | 4.93% |
| Professional Financial Advisors, LLC | 23,102 | $2,594,626 | 1.17% |
| GYL FINANCIAL SYNERGIES, LLC | 67,849 | $7,620,109 | 0.74% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 9,185 | $1,031,567 | 0.70% |
| Symmetry Partners, LLC | 102,940 | $11,561 | 0.63% |
| BEACON FINANCIAL PLANNING, INC | 3,324 | $373,269 | 0.32% |
| Capital Advisors, Ltd. LLC | 17,971 | $2,018 | 0.31% |
| Coastline Trust Co | 16,395 | $1,841,322 | 0.27% |
| Foundations Investment Advisors, LLC | 67,382 | $7,567,641 | 0.23% |