VANGUARD WELLINGTON FD's ticker is VFMO and the CUSIP is 921935508. A total of 42 filers reported holding VANGUARD WELLINGTON FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,560,404 | -6.7% | 13,761 | -0.3% | 1.08% | -3.9% |
| Q2 2023 | $1,673,264 | +22.8% | 13,801 | +14.0% | 1.12% | +21.6% |
| Q1 2023 | $1,362,902 | +7.4% | 12,110 | +8.8% | 0.92% | -0.9% |
| Q4 2022 | $1,269,551 | +20.8% | 11,131 | +12.0% | 0.93% | +8.6% |
| Q3 2022 | $1,051,000 | +30.4% | 9,941 | +31.5% | 0.86% | +29.1% |
| Q2 2022 | $806,000 | – | 7,562 | – | 0.66% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Services, Inc, | 269,274 | $30,532,835 | 2.38% |
| CABOT WEALTH MANAGEMENT INC | 129,598 | $14,695 | 2.25% |
| ANDERSON HOAGLAND & CO | 140,233 | $15,900,955 | 2.13% |
| RITHOLTZ WEALTH MANAGEMENT | 405,551 | $45,985,170 | 2.06% |
| LINCOLN CAPITAL CORP | 28,570 | $3,239,480 | 1.74% |
| Frisch Financial Group, Inc. | 27,818 | $3,154 | 1.28% |
| Nova R Wealth, Inc. | 13,761 | $1,560,404 | 1.08% |
| Armbruster Capital Management, Inc. | 36,290 | $4,114,898 | 1.04% |
| DAVIDSON INVESTMENT ADVISORS | 95,907 | $10,874,828 | 0.69% |
| Journey Advisory Group, LLC | 30,372 | $3,443,810 | 0.51% |