VANGUARD WELLINGTON FD's ticker is VFVA and the CUSIP is 921935805. A total of 30 filers reported holding VANGUARD WELLINGTON FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
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. | 373,627 | $35,308,000 | 10.46% |
| Cassia Capital Partners, LLC | 63,441 | $5,995,000 | 5.42% |
| Paragon Wealth Strategies, LLC | 173,480 | $16,394,000 | 4.98% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 92,003 | $8,698,000 | 4.77% |
| Fortis Advisors, LLC | 55,825 | $5,275,000 | 3.75% |
| ANDERSON HOAGLAND & CO | 240,179 | $22,697,000 | 3.21% |
| Compass Ion Advisors, LLC | 65,775 | $6,216,000 | 2.56% |
| Symmetry Partners, LLC | 300,100 | $28,359,000 | 2.04% |
| Andesa Financial Management Inc. | 34,532 | $3,263,000 | 1.06% |
| PEAK FINANCIAL ADVISORS LLC | 8,242 | $779,000 | 0.66% |