Keystone Financial Group - VANGUARD WELLINGTON FD ownership

VANGUARD WELLINGTON FD's ticker is VFMV and the CUSIP is 921935409. A total of 36 filers reported holding VANGUARD WELLINGTON FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Keystone Financial Group ownership history of VANGUARD WELLINGTON FD
ValueSharesWeighting
Q3 2023$620,571
+44.6%
6,453
+50.1%
0.10%
+42.5%
Q2 2023$429,070
-10.1%
4,300
-11.3%
0.07%
-22.3%
Q4 2022$477,1434,8500.09%
Other shareholders
VANGUARD WELLINGTON FD shareholders Q4 2022
NameSharesValueWeighting ↓
Milestone Advisory Partners 40,768$3,920,5613.26%
ANDERSON HOAGLAND & CO 175,324$16,860,4882.25%
Destiny Wealth Partners, LLC 81,065$7,795,7791.57%
Compass Financial Group, INC/SD 15,938$1,532,8150.46%
Foundations Investment Advisors, LLC 57,178$5,498,6580.17%
Keystone Financial Group 6,453$620,5710.10%
Sharkey, Howes & Javer 5,569$535,5570.10%
BROWN WEALTH MANAGEMENT, LLC 2,150$206,7600.10%
Leonard Rickey Investment Advisors P.L.L.C. 2,208$212,3090.07%
UMB Bank, n.a. 35,371$3,401,5440.06%
View complete list of VANGUARD WELLINGTON FD shareholders