Keystone Financial Group - VANGUARD WELLINGTON FD ownership

VANGUARD WELLINGTON FD's ticker is VFVA and the CUSIP is 921935805. A total of 69 filers reported holding VANGUARD WELLINGTON FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

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 Q1 2023
NameSharesValueWeighting ↓
Armbruster Capital Management, Inc. 361,584$35,753,00010.22%
Paragon Wealth Strategies, LLC 279,980$27,684,0007.38%
Compass Ion Advisors, LLC 119,227$11,789,0004.24%
Frank, Rimerman Advisors LLC 100,000$9,887,9703.82%
SOUNDMARK WEALTH MANAGEMENT, LLC 106,768$10,557,0003.81%
Fortis Advisors, LLC 89,773$5,674,0003.47%
ANDERSON HOAGLAND & CO 248,548$24,576,0003.13%
MorganRosel Wealth Management, LLC 47,164$4,664,0002.55%
Symmetry Partners, LLC 300,100$30,355,0002.00%
Andesa Financial Management Inc. 22,110$2,188,0001.19%
View complete list of VANGUARD WELLINGTON FD shareholders