VANGUARD WELLINGTON FD's ticker is VFMO and the CUSIP is 921935508. A total of 33 filers reported holding VANGUARD WELLINGTON FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $45,985,170 | -0.9% | 405,551 | +5.9% | 2.06% | -1.1% |
| Q2 2023 | $46,418,719 | +15.5% | 382,852 | +7.2% | 2.09% | +4.3% |
| Q1 2023 | $40,174,183 | +1.9% | 356,980 | +3.3% | 2.00% | -9.0% |
| Q4 2022 | $39,408,551 | +5.4% | 345,507 | -2.3% | 2.20% | +10.8% |
| Q3 2022 | $37,396,000 | +15.5% | 353,581 | +16.4% | 1.99% | -2.6% |
| Q2 2022 | $32,373,000 | -12.9% | 303,754 | +3.3% | 2.04% | -18.8% |
| Q1 2022 | $37,155,000 | +4.0% | 293,926 | +9.6% | 2.51% | +13.1% |
| Q4 2021 | $35,716,000 | +3.4% | 268,241 | -0.1% | 2.22% | -7.3% |
| Q3 2021 | $34,550,000 | – | 268,622 | – | 2.40% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CABOT WEALTH MANAGEMENT INC | 124,724 | $14,226 | 2.40% |
| ANDERSON HOAGLAND & CO | 138,019 | $15,879,114 | 2.31% |
| Strategic Financial Services, Inc, | 252,290 | $28,776,242 | 2.30% |
| RITHOLTZ WEALTH MANAGEMENT | 345,507 | $39,408,551 | 2.20% |
| Meredith Wealth Planning | 21,222 | $2,420,583 | 2.08% |
| Frisch Financial Group, Inc. | 35,253 | $4,021 | 1.51% |
| Systelligence, LLC | 38,481 | $4,389,143 | 1.14% |
| Nova R Wealth, Inc. | 11,131 | $1,269,551 | 0.93% |
| Silicon Hills Wealth Management, LLC | 9,584 | $1,093,196 | 0.81% |
| Armbruster Capital Management, Inc. | 26,390 | $3,010,043 | 0.78% |