VANGUARD WELLINGTON FD's ticker is VFMF and the CUSIP is 921935607. A total of 30 filers reported holding VANGUARD WELLINGTON FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
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% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
SYM FINANCIAL Corp | 21,384 | $1,208,000 | 1.22% |
Pinnacle Wealth Management Advisory Group, LLC | 13,427 | $759,000 | 0.37% |
Physician Wealth Advisors, Inc. | 7,930 | $467,000 | 0.23% |
Carroll Financial Associates, Inc. | 18,468 | $1,043,000 | 0.10% |
PINNACLE ASSOCIATES LTD | 16,607 | $939,000 | 0.03% |
Belpointe Asset Management LLC | 2,312 | $131,000 | 0.02% |
Advisory Alpha, LLC | 1,302 | $77,190,000 | 0.02% |
Pacific Center for Financial Services | 423 | $24,000 | 0.02% |
FIRST MANHATTAN CO. LLC. | 34,992 | $1,977,000 | 0.01% |
COMMONWEALTH EQUITY SERVICES, LLC | 30,810 | $1,741,000 | 0.01% |