Valeo Financial Advisors, LLC - VANGUARD WELLINGTON FD ownership

VANGUARD WELLINGTON FD's ticker is VFVA and the CUSIP is 921935805. A total of 52 filers reported holding VANGUARD WELLINGTON FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Valeo Financial Advisors, LLC ownership history of VANGUARD WELLINGTON FD
ValueSharesWeighting
Q1 2021$5,0000.0%48
-22.6%
0.00%
Q4 2020$5,000
-37.5%
62
-51.2%
0.00%
-100.0%
Q3 2020$8,0000.0%1270.0%0.00%0.0%
Q2 2020$8,0001270.00%
Other shareholders
VANGUARD WELLINGTON FD shareholders Q2 2021
NameSharesValueWeighting ↓
Armbruster Capital Management, Inc. 422,629$42,296,75910.68%
Milestone Advisory Partners 71,265$7,132,2015.93%
Fortis Advisors, LLC 56,327$5,637,2363.99%
ANDERSON HOAGLAND & CO 247,489$24,768,7303.31%
MorganRosel Wealth Management, LLC 60,095$6,014,3082.51%
Pacific Center for Financial Services 57,505$5,755,0611.96%
Smart Money Group LLC 35,382$3,541,0681.68%
SOUNDMARK WEALTH MANAGEMENT, LLC 28,754$2,877,4941.60%
RWA WEALTH PARTNERS, LLC 626,550$62,705,1591.37%
Symmetry Partners, LLC 206,355$20,6521.12%
View complete list of VANGUARD WELLINGTON FD shareholders