Keystone Financial Group - VANGUARD WELLINGTON FD ownership

VANGUARD WELLINGTON FD's ticker is VFVA and the CUSIP is 921935805. A total of 64 filers reported holding VANGUARD WELLINGTON FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Keystone Financial Group ownership history of VANGUARD WELLINGTON FD
ValueSharesWeighting
Q3 2023$666,295
+5.0%
6,658
+4.6%
0.11%
+3.7%
Q2 2023$634,502
+49.3%
6,367
+47.9%
0.11%
+28.6%
Q4 2022$424,886
+14.8%
4,306
+1.2%
0.08%
+12.0%
Q3 2022$370,000
+29.8%
4,256
+36.2%
0.08%
+33.9%
Q2 2022$285,0003,1250.06%
Other shareholders
VANGUARD WELLINGTON FD shareholders Q3 2022
NameSharesValueWeighting ↓
Armbruster Capital Management, Inc. 422,629$42,296,75910.68%
Milestone Advisory Partners 71,265$7,132,2015.93%
Fortis Advisors, LLC 56,327$5,637,2363.99%
ANDERSON HOAGLAND & CO 247,489$24,768,7303.31%
MorganRosel Wealth Management, LLC 60,095$6,014,3082.51%
Pacific Center for Financial Services 57,505$5,755,0611.96%
Smart Money Group LLC 35,382$3,541,0681.68%
SOUNDMARK WEALTH MANAGEMENT, LLC 28,754$2,877,4941.60%
RWA WEALTH PARTNERS, LLC 626,550$62,705,1591.37%
Symmetry Partners, LLC 206,355$20,6521.12%
View complete list of VANGUARD WELLINGTON FD shareholders