Keystone Financial Group - VANGUARD WELLINGTON FD ownership

VANGUARD WELLINGTON FD's ticker is VFMV and the CUSIP is 921935409. A total of 40 filers reported holding VANGUARD WELLINGTON FD in Q3 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
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 Q3 2023
NameSharesValueWeighting ↓
ANDERSON HOAGLAND & CO 81,447$8,009,0001.02%
Strategic Financial Services, Inc, 5,792$570,0000.04%
Graypoint LLC 2,827$278,0000.04%
Autus Asset Management, LLC 2,875$283,0000.03%
FLOW TRADERS U.S. LLC 5,257$517,0000.03%
AVANTAX ADVISORY SERVICES, INC. 14,524$1,427,0000.03%
Prospera Financial Services Inc 2,975$293,0000.02%
SRS Capital Advisors, Inc. 714$70,0000.01%
Parkside Financial Bank & Trust 215$21,0000.01%
D.A. DAVIDSON & CO. 3,885$382,0000.00%
View complete list of VANGUARD WELLINGTON FD shareholders