VANGUARD WELLINGTON FD's ticker is VFMV and the CUSIP is 921935409. A total of 25 filers reported holding VANGUARD WELLINGTON FD in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $7,160 | +1.6% | 63 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $7,049 | +6.9% | 63 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $6,592 | +8.8% | 63 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $6,059 | -3.6% | 63 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $6,286 | +1.4% | 63 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $6,198 | 0.0% | 63 | 0.0% | 0.00% | -50.0% |
| Q4 2022 | $6,198 | +3.3% | 63 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $6,000 | 0.0% | 63 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $6,000 | -14.3% | 63 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $7,000 | 0.0% | 63 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $7,000 | +16.7% | 63 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $6,000 | 0.0% | 63 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $6,000 | 0.0% | 63 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $6,000 | 0.0% | 63 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $6,000 | +20.0% | 63 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $5,000 | 0.0% | 63 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $5,000 | 0.0% | 63 | 0.0% | 0.00% | -33.3% |
| Q1 2020 | $5,000 | -16.7% | 63 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $6,000 | 0.0% | 63 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $6,000 | +20.0% | 63 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $5,000 | 0.0% | 63 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $5,000 | 0.0% | 63 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $5,000 | – | 63 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ANDERSON HOAGLAND & CO | 156,884 | $15,434,248 | 2.22% |
| Destiny Wealth Partners, LLC | 81,231 | $7,991,511 | 1.65% |
| Compass Financial Group, INC/SD | 16,963 | $1,668,859 | 0.54% |
| UMB Bank, n.a. | 68,741 | $6,762,740 | 0.11% |
| Foundations Investment Advisors, LLC | 29,611 | $2,913,121 | 0.10% |
| SeaCrest Wealth Management, LLC | 4,509 | $443,628 | 0.06% |
| Parkside Financial Bank & Trust | 1,860 | $182,987 | 0.05% |
| AVANTAX ADVISORY SERVICES, INC. | 39,694 | $3,905,140 | 0.05% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2,000 | $196,760 | 0.03% |
| PATHSTONE FAMILY OFFICE, LLC | 16,804 | $1,653,178 | 0.03% |