VANGUARD WELLINGTON FD's ticker is VFMF and the CUSIP is 921935607. A total of 32 filers reported holding VANGUARD WELLINGTON FD in Q4 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 | 219,089 | $22,300,000 | 2.92% |
| Opus Capital Group, LLC | 68,600 | $7,355,000 | 1.52% |
| Carroll Financial Associates, Inc. | 60,189 | $6,462,000 | 0.34% |
| Physician Wealth Advisors, Inc. | 8,237 | $884,000 | 0.23% |
| UMB Bank, n.a. | 131,982 | $14,150,000 | 0.18% |
| Claraphi Advisory Network, LLC | 3,753 | $402,000 | 0.14% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 2,500 | $268,000 | 0.07% |
| Coastline Trust Co | 3,600 | $386,000 | 0.04% |
| St. James Investment Advisors, LLC | 480 | $51,000 | 0.04% |
| Capital Advisors, Ltd. LLC | 760 | $81,000 | 0.01% |