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 | $231,657 | -36.7% | 2,063 | -35.7% | 0.12% | -36.8% |
| Q2 2023 | $365,888 | +3.2% | 3,208 | -2.0% | 0.19% | -6.8% |
| Q1 2023 | $354,407 | -94.9% | 3,272 | -94.8% | 0.21% | -94.8% |
| Q4 2022 | $6,909,434 | -7.2% | 62,853 | -19.6% | 3.96% | -5.0% |
| Q3 2022 | $7,442,000 | -14.4% | 78,136 | -11.9% | 4.17% | -11.7% |
| Q2 2022 | $8,692,000 | -11.3% | 88,738 | +5.3% | 4.72% | -7.3% |
| Q1 2022 | $9,798,000 | +1.8% | 84,299 | +10.6% | 5.09% | -2.2% |
| Q4 2021 | $9,626,000 | – | 76,247 | – | 5.21% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Armbruster Capital Management, Inc. | 114,289 | $11,393,000 | 3.82% |
| Symmetry Partners, LLC | 114,409 | $11,405,000 | 0.88% |
| Coastline Trust Co | 17,026 | $1,698,000 | 0.23% |
| Capital Advisors, Ltd. LLC | 4,542 | $453,000 | 0.10% |
| Destiny Wealth Partners, LLC | 3,129 | $312,000 | 0.06% |
| Laurel Wealth Advisors, Inc. | 2,791 | $278,000 | 0.04% |
| QCI ASSET MANAGEMENT INC/NY | 6,400 | $638,000 | 0.04% |
| Center for Financial Planning, Inc. | 900 | $90,000 | 0.02% |
| D.A. DAVIDSON & CO. | 5,435 | $542,000 | 0.01% |
| EATON VANCE MANAGEMENT | 22,720 | $2,264,000 | 0.00% |