VANGUARD WELLINGTON FD's ticker is VFVA and the CUSIP is 921935805. A total of 64 filers reported holding VANGUARD WELLINGTON FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Armbruster Capital Management, Inc. | 384,461 | $41,030,000 | 9.88% |
| Compass Ion Advisors, LLC | 295,262 | $31,510,000 | 9.75% |
| Paragon Wealth Strategies, LLC | 297,587 | $31,758,000 | 8.32% |
| Frank, Rimerman Advisors LLC | 197,600 | $21,087,872 | 6.75% |
| Cassia Capital Partners, LLC | 72,409 | $7,727,000 | 6.19% |
| ANDERSON HOAGLAND & CO | 271,603 | $28,985,000 | 3.73% |
| Fortis Advisors, LLC | 95,775 | $6,427,000 | 3.53% |
| Milestone Advisory Partners | 58,863 | $6,282,000 | 3.39% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 44,153 | $4,712,000 | 3.30% |
| MorganRosel Wealth Management, LLC | 58,385 | $6,231,000 | 3.02% |