VANGUARD WELLINGTON FD's ticker is VFMF and the CUSIP is 921935607. A total of 30 filers reported holding VANGUARD WELLINGTON FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| ANDERSON HOAGLAND & CO | 264,031 | $27,263,794 | 3.64% |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 24,893 | $2,570,443 | 2.47% |
| Opus Capital Group, LLC | 103,779 | $10,716 | 1.90% |
| Seed Wealth Management, Inc. | 7,950 | $820,915 | 0.92% |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 10,996 | $1,135,444 | 0.26% |
| Cassia Capital Partners, LLC | 2,869 | $296,252 | 0.24% |
| Walkner Condon Financial Advisors LLC | 6,090 | $628,852 | 0.17% |
| Geneos Wealth Management Inc. | 30,057 | $3,103,686 | 0.16% |
| Onyx Bridge Wealth Group LLC | 6,317 | $652,321 | 0.15% |
| Physician Wealth Advisors, Inc. | 5,284 | $543,538 | 0.14% |