VANGUARD WELLINGTON FD's ticker is VFMF and the CUSIP is 921935607. A total of 32 filers reported holding VANGUARD WELLINGTON FD in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,755 | -0.6% | 201 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $20,886 | +4.9% | 201 | 0.0% | 0.00% | -20.0% |
| Q1 2023 | $19,918 | +0.3% | 201 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $19,866 | -13.6% | 201 | -22.7% | 0.01% | -16.7% |
| Q3 2022 | $23,000 | 0.0% | 260 | 0.0% | 0.01% | -14.3% |
| Q2 2022 | $23,000 | -14.8% | 260 | 0.0% | 0.01% | -12.5% |
| Q1 2022 | $27,000 | -3.6% | 260 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $28,000 | +7.7% | 260 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $26,000 | 0.0% | 260 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $26,000 | +4.0% | 260 | 0.0% | 0.01% | -11.1% |
| Q1 2021 | $25,000 | +13.6% | 260 | 0.0% | 0.01% | +12.5% |
| Q4 2020 | $22,000 | +15.8% | 260 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $19,000 | +5.6% | 260 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $18,000 | +20.0% | 260 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $15,000 | -28.6% | 260 | 0.0% | 0.01% | -20.0% |
| Q4 2019 | $21,000 | +5.0% | 260 | 0.0% | 0.01% | -9.1% |
| Q3 2019 | $20,000 | +5.3% | 260 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $19,000 | 0.0% | 260 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $19,000 | – | 260 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pacific Center for Financial Services | 68,842 | $5,674,000 | 2.77% |
| Pinnacle Wealth Management Advisory Group, LLC | 7,220 | $595,000 | 0.29% |
| Northstar Group, Inc. | 2,775 | $278,000 | 0.13% |
| Advisory Services Network, LLC | 4,200 | $346,000 | 0.02% |
| Parkside Financial Bank & Trust | 850 | $70,000 | 0.02% |
| PINNACLE ASSOCIATES LTD | 7,605 | $627,000 | 0.01% |
| Cambridge Investment Research Advisors, Inc. | 15,140 | $1,248,000 | 0.01% |
| COMMONWEALTH EQUITY SERVICES, LLC | 23,570 | $1,942,000 | 0.01% |
| JANE STREET GROUP, LLC | 30,054 | $2,477,000 | 0.01% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 7,526 | $620,000 | 0.01% |