VANGUARD WELLINGTON FD's ticker is VFVA and the CUSIP is 921935805. A total of 19 filers reported holding VANGUARD WELLINGTON FD in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,528,742 | -2.1% | 25,267 | -2.6% | 0.51% | -6.3% |
| Q2 2023 | $2,583,981 | -1.0% | 25,931 | -3.7% | 0.54% | -11.0% |
| Q1 2023 | $2,610,213 | -2.5% | 26,918 | -0.8% | 0.61% | -11.7% |
| Q4 2022 | $2,678,298 | +16.8% | 27,144 | +2.8% | 0.69% | +9.4% |
| Q3 2022 | $2,294,000 | +96.4% | 26,411 | +106.5% | 0.63% | +73.8% |
| Q2 2022 | $1,168,000 | -2.6% | 12,792 | +13.8% | 0.36% | +4.6% |
| Q1 2022 | $1,199,000 | -1.5% | 11,237 | -3.0% | 0.35% | +5.5% |
| Q4 2021 | $1,217,000 | +13.3% | 11,581 | +6.7% | 0.33% | +2.8% |
| Q3 2021 | $1,074,000 | +40.9% | 10,858 | +42.2% | 0.32% | +37.9% |
| Q2 2021 | $762,000 | +290.8% | 7,638 | +270.2% | 0.23% | +241.2% |
| Q1 2021 | $195,000 | +6400.0% | 2,063 | +5967.6% | 0.07% | +6700.0% |
| Q4 2020 | $3,000 | +50.0% | 34 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $2,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $2,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $2,000 | -33.3% | 34 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $3,000 | – | 34 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Armbruster Capital Management, Inc. | 422,629 | $42,296,759 | 10.68% |
| Milestone Advisory Partners | 71,265 | $7,132,201 | 5.93% |
| Fortis Advisors, LLC | 56,327 | $5,637,236 | 3.99% |
| ANDERSON HOAGLAND & CO | 247,489 | $24,768,730 | 3.31% |
| MorganRosel Wealth Management, LLC | 60,095 | $6,014,308 | 2.51% |
| Pacific Center for Financial Services | 57,505 | $5,755,061 | 1.96% |
| Smart Money Group LLC | 35,382 | $3,541,068 | 1.68% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 28,754 | $2,877,494 | 1.60% |
| RWA WEALTH PARTNERS, LLC | 626,550 | $62,705,159 | 1.37% |
| Symmetry Partners, LLC | 206,355 | $20,652 | 1.12% |