VANGUARD WELLINGTON FD's ticker is VFVA and the CUSIP is 921935805. A total of 70 filers reported holding VANGUARD WELLINGTON FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $970,340 | -1.4% | 9,696 | -1.8% | 0.51% | -1.9% |
| Q2 2023 | $983,886 | +3.2% | 9,873 | +0.4% | 0.52% | -6.8% |
| Q1 2023 | $953,382 | -7.0% | 9,832 | +0.4% | 0.56% | -5.3% |
| Q4 2022 | $1,025,198 | +38.0% | 9,795 | +14.5% | 0.59% | +41.3% |
| Q3 2022 | $743,000 | -2.1% | 8,552 | +2.9% | 0.42% | +1.0% |
| Q2 2022 | $759,000 | – | 8,313 | – | 0.41% | – |
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% |