Steward Partners Investment Advisory, LLC - VANGUARD WELLINGTON FD ownership

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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%.

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Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of VANGUARD WELLINGTON FD
ValueSharesWeighting
Q3 2023$22,201
-0.6%
2150.0%0.00%–
Q2 2023$22,341
+4.9%
2150.0%0.00%–
Q1 2023$21,306
-7.9%
215
-8.1%
0.00%–
Q4 2022$23,127
+21.7%
234
+8.8%
0.00%–
Q3 2022$19,0000.0%2150.0%0.00%–
Q2 2022$19,000
-13.6%
2150.0%0.00%–
Q1 2022$22,000
-4.3%
2150.0%0.00%–
Q4 2021$23,000
+9.5%
2150.0%0.00%–
Q3 2021$21,000
-4.5%
2150.0%0.00%–
Q2 2021$22,000
-99.9%
215
-50.0%
0.00%–
Q1 2021$41,652,000
+231300.0%
430
+100.0%
0.00%–
Q4 2020$18,000
+20.0%
2150.0%0.00%–
Q3 2020$15,000
-51.6%
215
-53.3%
0.00%
-100.0%
Q2 2020$31,000
+24.0%
4600.0%0.00%0.0%
Q1 2020$25,000
-32.4%
4600.0%0.00%0.0%
Q4 2019$37,000
+8.8%
4600.0%0.00%0.0%
Q3 2019$34,0000.0%4600.0%0.00%0.0%
Q2 2019$34,000
+70.0%
460
+87.8%
0.00%0.0%
Q3 2018$20,000–245–0.00%–
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Other shareholders
VANGUARD WELLINGTON FD shareholders Q1 2021
NameSharesValueWeighting ↓
ANDERSON HOAGLAND & CO 264,031$27,263,7943.64%
ABSOLUTE CAPITAL MANAGEMENT, LLC 24,893$2,570,4432.47%
Opus Capital Group, LLC 103,779$10,7161.90%
Seed Wealth Management, Inc. 7,950$820,9150.92%
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 10,996$1,135,4440.26%
Cassia Capital Partners, LLC 2,869$296,2520.24%
Walkner Condon Financial Advisors LLC 6,090$628,8520.17%
Geneos Wealth Management Inc. 30,057$3,103,6860.16%
Onyx Bridge Wealth Group LLC 6,317$652,3210.15%
Physician Wealth Advisors, Inc. 5,284$543,5380.14%
View complete list of VANGUARD WELLINGTON FD shareholders