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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,755,061 | -4.1% | 57,505 | -4.5% | 1.96% | -0.9% |
| Q2 2023 | $6,000,756 | +1.1% | 60,218 | -1.6% | 1.97% | -3.5% |
| Q1 2023 | $5,933,315 | +13.0% | 61,187 | +1.1% | 2.04% | -0.5% |
| Q3 2022 | $5,253,000 | -3.9% | 60,495 | +1.1% | 2.06% | -8.9% |
| Q2 2022 | $5,467,000 | -15.5% | 59,859 | -1.3% | 2.26% | -2.5% |
| Q1 2022 | $6,470,000 | – | 60,628 | – | 2.31% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Armbruster Capital Management, Inc. | 422,629 | $42,296,759 | 10.68% |
| Milestone Advisory Partners | 71,265 | $7,132,201 | 5.93% |
| Fortis Advisors, LLC | 56,327 | $5,637,236 | 3.99% |
| ANDERSON HOAGLAND & CO | 247,489 | $24,768,730 | 3.31% |
| MorganRosel Wealth Management, LLC | 60,095 | $6,014,308 | 2.51% |
| Pacific Center for Financial Services | 57,505 | $5,755,061 | 1.96% |
| Smart Money Group LLC | 35,382 | $3,541,068 | 1.68% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 28,754 | $2,877,494 | 1.60% |
| RWA WEALTH PARTNERS, LLC | 626,550 | $62,705,159 | 1.37% |
| Symmetry Partners, LLC | 206,355 | $20,652 | 1.12% |