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 | ||||
|---|---|---|---|---|---|---|
| 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. | 373,627 | $35,308,000 | 10.46% |
| Cassia Capital Partners, LLC | 63,441 | $5,995,000 | 5.42% |
| Paragon Wealth Strategies, LLC | 173,480 | $16,394,000 | 4.98% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 92,003 | $8,698,000 | 4.77% |
| Fortis Advisors, LLC | 55,825 | $5,275,000 | 3.75% |
| ANDERSON HOAGLAND & CO | 240,179 | $22,697,000 | 3.21% |
| Compass Ion Advisors, LLC | 65,775 | $6,216,000 | 2.56% |
| Symmetry Partners, LLC | 300,100 | $28,359,000 | 2.04% |
| Andesa Financial Management Inc. | 34,532 | $3,263,000 | 1.06% |
| PEAK FINANCIAL ADVISORS LLC | 8,242 | $779,000 | 0.66% |