VANGUARD WELLINGTON FD's ticker is VFMF and the CUSIP is 921935607. A total of 29 filers reported holding VANGUARD WELLINGTON FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,033 | -0.6% | 194 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $20,159 | +4.9% | 194 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $19,225 | -19.9% | 194 | -30.5% | 0.01% | -22.2% |
| Q3 2022 | $24,000 | -4.0% | 279 | 0.0% | 0.01% | -10.0% |
| Q2 2022 | $25,000 | -13.8% | 279 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $29,000 | -3.3% | 279 | 0.0% | 0.01% | -16.7% |
| Q4 2021 | $30,000 | +7.1% | 279 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $28,000 | -34.9% | 279 | -34.0% | 0.01% | -36.8% |
| Q2 2021 | $43,000 | +4.9% | 423 | 0.0% | 0.02% | -5.0% |
| Q1 2021 | $41,000 | +17.1% | 423 | 0.0% | 0.02% | +53.8% |
| Q4 2020 | $35,000 | +16.7% | 423 | 0.0% | 0.01% | +8.3% |
| Q3 2020 | $30,000 | +3.4% | 423 | 0.0% | 0.01% | -14.3% |
| Q2 2020 | $29,000 | +20.8% | 423 | 0.0% | 0.01% | -6.7% |
| Q1 2020 | $24,000 | -29.4% | 423 | 0.0% | 0.02% | 0.0% |
| Q4 2019 | $34,000 | -41.4% | 423 | -45.2% | 0.02% | -46.4% |
| Q3 2019 | $58,000 | -1.7% | 772 | 0.0% | 0.03% | -6.7% |
| Q2 2019 | $59,000 | -98.5% | 772 | -98.5% | 0.03% | -98.6% |
| Q1 2019 | $3,889,000 | -20.0% | 51,872 | -28.0% | 2.09% | -20.0% |
| Q4 2018 | $4,863,000 | -14.3% | 71,996 | +4.6% | 2.61% | -5.5% |
| Q3 2018 | $5,674,000 | +283600.0% | 68,842 | +254870.4% | 2.77% | +276600.0% |
| Q2 2018 | $2,000 | – | 27 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ANDERSON HOAGLAND & CO | 264,031 | $27,263,794 | 3.64% |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 24,893 | $2,570,443 | 2.47% |
| Opus Capital Group, LLC | 103,779 | $10,716 | 1.90% |
| Seed Wealth Management, Inc. | 7,950 | $820,915 | 0.92% |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 10,996 | $1,135,444 | 0.26% |
| Cassia Capital Partners, LLC | 2,869 | $296,252 | 0.24% |
| Walkner Condon Financial Advisors LLC | 6,090 | $628,852 | 0.17% |
| Geneos Wealth Management Inc. | 30,057 | $3,103,686 | 0.16% |
| Onyx Bridge Wealth Group LLC | 6,317 | $652,321 | 0.15% |
| Physician Wealth Advisors, Inc. | 5,284 | $543,538 | 0.14% |