VANGUARD WELLINGTON FD's ticker is VFVA and the CUSIP is 921935805. A total of 66 filers reported holding VANGUARD WELLINGTON FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $22,001 | +6.5% | 193,944 | -6.0% | 1.19% | +6.2% |
| Q3 2023 | $20,652 | -7.0% | 206,355 | -7.4% | 1.12% | -4.8% |
| Q2 2023 | $22,202 | -3.7% | 222,800 | -6.3% | 1.18% | -7.5% |
| Q1 2023 | $23,059 | -22.1% | 237,800 | -20.8% | 1.27% | -27.4% |
| Q4 2022 | $29,611 | -99.9% | 300,100 | 0.0% | 1.75% | -0.2% |
| Q3 2022 | $26,061,000 | -4.9% | 300,100 | 0.0% | 1.76% | -4.8% |
| Q2 2022 | $27,411,000 | -14.4% | 300,100 | 0.0% | 1.84% | -8.4% |
| Q1 2022 | $32,027,000 | +1.6% | 300,100 | 0.0% | 2.01% | +0.4% |
| Q4 2021 | $31,533,000 | +3.9% | 300,100 | 0.0% | 2.01% | +0.4% |
| Q3 2021 | $30,355,000 | +1.4% | 300,100 | 0.0% | 2.00% | +0.3% |
| Q2 2021 | $29,944,000 | +5.6% | 300,100 | 0.0% | 1.99% | -2.2% |
| Q1 2021 | $28,359,000 | +21.0% | 300,100 | 0.0% | 2.04% | +11.9% |
| Q4 2020 | $23,438,000 | +47.1% | 300,100 | +16.2% | 1.82% | +33.9% |
| Q3 2020 | $15,937,000 | +4.3% | 258,172 | 0.0% | 1.36% | -28.9% |
| Q2 2020 | $15,277,000 | – | 258,172 | – | 1.91% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Armbruster Capital Management, Inc. | 422,629 | $42,296,759 | 10.68% |
| Milestone Advisory Partners | 71,265 | $7,132,201 | 5.93% |
| Fortis Advisors, LLC | 56,327 | $5,637,236 | 3.99% |
| ANDERSON HOAGLAND & CO | 247,489 | $24,768,730 | 3.31% |
| MorganRosel Wealth Management, LLC | 60,095 | $6,014,308 | 2.51% |
| Pacific Center for Financial Services | 57,505 | $5,755,061 | 1.96% |
| Smart Money Group LLC | 35,382 | $3,541,068 | 1.68% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 28,754 | $2,877,494 | 1.60% |
| RWA WEALTH PARTNERS, LLC | 626,550 | $62,705,159 | 1.37% |
| Symmetry Partners, LLC | 206,355 | $20,652 | 1.12% |