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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,951,976 | -6.4% | 26,108 | -1.2% | 0.44% | -12.4% |
| Q1 2024 | $3,153,859 | +5.1% | 26,428 | -0.7% | 0.50% | -5.1% |
| Q4 2023 | $2,999,830 | +18.6% | 26,625 | +5.4% | 0.53% | +3.7% |
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Armbruster Capital Management, Inc. | 426,742 | $48,251,744 | 10.02% |
| Sterling Manor Financial, LLC | 114,855 | $12,986,656 | 9.88% |
| Fortis Advisors, LLC | 55,840 | $6,313,778 | 4.20% |
| ANDERSON HOAGLAND & CO | 263,708 | $29,356,874 | 3.08% |
| MorganRosel Wealth Management, LLC | 59,295 | $6,704,486 | 2.37% |
| Smart Money Group LLC | 33,283 | $4,082,521 | 1.46% |
| Symmetry Partners, LLC | 176,694 | $19,979 | 1.03% |
| RWA WEALTH PARTNERS, LLC | 597,447 | $67,553,341 | 0.89% |
| Rockingstone Advisors LLC | 11,225 | $1,269,211 | 0.65% |
| Stokes Family Office, LLC | 46,784 | $5,289,826 | 0.62% |