VANGUARD WELLINGTON FD's ticker is VFMF and the CUSIP is 921935607. A total of 43 filers reported holding VANGUARD WELLINGTON FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $26,317 | -3.5% | 215 | 0.0% | 0.00% | – |
Q1 2024 | $27,281 | +10.5% | 215 | 0.0% | 0.00% | – |
Q4 2023 | $24,692 | +11.2% | 215 | 0.0% | 0.00% | – |
Q3 2023 | $22,201 | -0.6% | 215 | 0.0% | 0.00% | – |
Q2 2023 | $22,341 | +4.9% | 215 | 0.0% | 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 | $19,000 | 0.0% | 215 | 0.0% | 0.00% | – |
Q2 2022 | $19,000 | -13.6% | 215 | 0.0% | 0.00% | – |
Q1 2022 | $22,000 | -4.3% | 215 | 0.0% | 0.00% | – |
Q4 2021 | $23,000 | +9.5% | 215 | 0.0% | 0.00% | – |
Q3 2021 | $21,000 | -4.5% | 215 | 0.0% | 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% | 215 | 0.0% | 0.00% | – |
Q3 2020 | $15,000 | -51.6% | 215 | -53.3% | 0.00% | -100.0% |
Q2 2020 | $31,000 | +24.0% | 460 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $25,000 | -32.4% | 460 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $37,000 | +8.8% | 460 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $34,000 | 0.0% | 460 | 0.0% | 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
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
ANDERSON HOAGLAND & CO | 219,089 | $22,300,000 | 2.92% |
Opus Capital Group, LLC | 68,600 | $7,355,000 | 1.52% |
Carroll Financial Associates, Inc. | 60,189 | $6,462,000 | 0.34% |
Physician Wealth Advisors, Inc. | 8,237 | $884,000 | 0.23% |
UMB Bank, n.a. | 131,982 | $14,150,000 | 0.18% |
Claraphi Advisory Network, LLC | 3,753 | $402,000 | 0.14% |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 2,500 | $268,000 | 0.07% |
Coastline Trust Co | 3,600 | $386,000 | 0.04% |
St. James Investment Advisors, LLC | 480 | $51,000 | 0.04% |
Capital Advisors, Ltd. LLC | 760 | $81,000 | 0.01% |