VANGUARD WELLINGTON FD's ticker is VFMF and the CUSIP is 921935607. A total of 29 filers reported holding VANGUARD WELLINGTON FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $133,000 | +15.7% | 1,370 | 0.0% | 0.01% | +10.0% |
| Q4 2020 | $115,000 | -12.2% | 1,370 | -40.7% | 0.01% | +11.1% |
| Q3 2020 | $131,000 | +29.7% | 2,312 | +54.9% | 0.01% | -30.8% |
| Q2 2020 | $101,000 | -22.9% | 1,493 | -35.4% | 0.01% | -43.5% |
| Q1 2020 | $131,000 | -31.8% | 2,312 | -2.0% | 0.02% | -4.2% |
| Q4 2019 | $192,000 | – | 2,360 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ANDERSON HOAGLAND & CO | 284,592 | $29,571,916 | 3.80% |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 24,955 | $2,593,073 | 2.39% |
| Opus Capital Group, LLC | 103,518 | $10,757 | 1.86% |
| Seed Wealth Management, Inc. | 7,950 | $826,085 | 0.88% |
| Cassia Capital Partners, LLC | 3,089 | $320,978 | 0.25% |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 10,958 | $1,138,646 | 0.25% |
| UMB Bank, n.a. | 122,123 | $12,689,801 | 0.19% |
| Geneos Wealth Management Inc. | 31,940 | $3,318,885 | 0.17% |
| Physician Wealth Advisors, Inc. | 5,961 | $621,919 | 0.15% |
| Onyx Bridge Wealth Group LLC | 5,086 | $528,475 | 0.13% |