VANGUARD WELLINGTON FD's ticker is VFQY and the CUSIP is 921935706. A total of 42 filers reported holding VANGUARD WELLINGTON FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $69,520 | -11.7% | 619 | -10.3% | 0.01% | -12.5% |
| Q2 2023 | $78,704 | -10.2% | 690 | -14.7% | 0.02% | -20.0% |
| Q1 2023 | $87,639 | +3.3% | 809 | 0.0% | 0.02% | -9.1% |
| Q4 2022 | $84,823 | +10.2% | 809 | 0.0% | 0.02% | +4.8% |
| Q3 2022 | $77,000 | -2.5% | 809 | 0.0% | 0.02% | -16.0% |
| Q2 2022 | $79,000 | -16.0% | 809 | 0.0% | 0.02% | -7.4% |
| Q1 2022 | $94,000 | -7.8% | 809 | 0.0% | 0.03% | -3.6% |
| Q4 2021 | $102,000 | +7.4% | 809 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $95,000 | -1.0% | 809 | 0.0% | 0.03% | -3.4% |
| Q2 2021 | $96,000 | +140.0% | 809 | +124.1% | 0.03% | +107.1% |
| Q1 2021 | $40,000 | – | 361 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Armbruster Capital Management, Inc. | 181,720 | $20,408,989 | 5.16% |
| Hobart Private Capital, LLC | 115,691 | $12,993,256 | 4.93% |
| Professional Financial Advisors, LLC | 23,102 | $2,594,626 | 1.17% |
| GYL FINANCIAL SYNERGIES, LLC | 67,849 | $7,620,109 | 0.74% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 9,185 | $1,031,567 | 0.70% |
| Symmetry Partners, LLC | 102,940 | $11,561 | 0.63% |
| BEACON FINANCIAL PLANNING, INC | 3,324 | $373,269 | 0.32% |
| Capital Advisors, Ltd. LLC | 17,971 | $2,018 | 0.31% |
| Coastline Trust Co | 16,395 | $1,841,322 | 0.27% |
| Foundations Investment Advisors, LLC | 67,382 | $7,567,641 | 0.23% |