VANGUARD WELLINGTON FD's ticker is VFMF and the CUSIP is 921935607.
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 ↓ |
---|---|---|---|
ABSOLUTE CAPITAL MANAGEMENT, LLC | 47,336 | $4,690,817 | 4.15% |
ANDERSON HOAGLAND & CO | 273,996 | $27,151,998 | 3.90% |
Opus Capital Group, LLC | 90,915 | $9,009 | 1.65% |
Seed Wealth Management, Inc. | 7,950 | $787,814 | 0.89% |
Cassia Capital Partners, LLC | 2,996 | $296,892 | 0.24% |
UMB Bank, n.a. | 136,960 | $13,572,216 | 0.22% |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 8,176 | $810,211 | 0.21% |
Geneos Wealth Management Inc. | 31,410 | $3,112,731 | 0.19% |
Physician Wealth Advisors, Inc. | 6,295 | $626,433 | 0.16% |
IHT Wealth Management, LLC | 4,386 | $434,636 | 0.02% |