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 ↓
CPWM, LLC 13,992$1,010,0000.14%
Pinnacle Wealth Management Advisory Group, LLC 4,103$296,0000.13%
RAYMOND JAMES TRUST N.A. 23,335$1,685,0000.10%
BUCKINGHAM STRATEGIC WEALTH, LLC 7,750$560,0000.07%
Parkside Financial Bank & Trust 477$34,0000.01%
PINNACLE ASSOCIATES LTD 5,223$377,0000.01%
D.A. DAVIDSON & CO. 4,935$356,0000.01%
BLAIR WILLIAM & CO/IL 3,687$266,0000.00%
Citadel Advisors 37,928$2,739,0000.00%
JANE STREET GROUP, LLC 6,367$460,0000.00%
View complete list of VANGUARD WELLINGTON FD shareholders