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. | 361,584 | $35,753,000 | 10.22% |
Paragon Wealth Strategies, LLC | 279,980 | $27,684,000 | 7.38% |
Compass Ion Advisors, LLC | 119,227 | $11,789,000 | 4.24% |
Frank, Rimerman Advisors LLC | 100,000 | $9,887,970 | 3.82% |
SOUNDMARK WEALTH MANAGEMENT, LLC | 106,768 | $10,557,000 | 3.81% |
Fortis Advisors, LLC | 89,773 | $5,674,000 | 3.47% |
ANDERSON HOAGLAND & CO | 248,548 | $24,576,000 | 3.13% |
MorganRosel Wealth Management, LLC | 47,164 | $4,664,000 | 2.55% |
Symmetry Partners, LLC | 300,100 | $30,355,000 | 2.00% |
Andesa Financial Management Inc. | 22,110 | $2,188,000 | 1.19% |