Keystone Financial Group - VANGUARD WELLINGTON FD ownership

VANGUARD WELLINGTON FD's ticker is VFMV and the CUSIP is 921935409. A total of 32 filers reported holding VANGUARD WELLINGTON FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Keystone Financial Group ownership history of VANGUARD WELLINGTON FD
ValueSharesWeighting
Q1 2024$850,171
+12.0%
7,598
+4.8%
0.12%
-6.1%
Q4 2023$758,941
+22.3%
7,253
+12.4%
0.13%
+26.9%
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 Q1 2023
NameSharesValueWeighting ↓
ANDERSON HOAGLAND & CO 185,993$21,076,7272.21%
Compass Financial Group, INC/SD 11,360$1,291,0080.28%
Interchange Capital Partners, LLC 5,556$631,4390.23%
Foundations Investment Advisors, LLC 56,597$6,432,2150.16%
UMB Bank, n.a. 34,677$3,941,0410.06%
Glass Jacobson Investment Advisors llc 1,468$166,8130.06%
Leonard Rickey Investment Advisors P.L.L.C. 1,901$216,0710.05%
NewEdge Advisors, LLC 55,490$6,306,4950.05%
Parkside Financial Bank & Trust 2,220$252,3030.04%
Leo Wealth, LLC 2,418$273,9450.03%
View complete list of VANGUARD WELLINGTON FD shareholders