VANGUARD WELLINGTON FD's ticker is VFMO and the CUSIP is 921935508. A total of 56 filers reported holding VANGUARD WELLINGTON FD in Q4 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 ↓ |
|---|---|---|---|
| Newfound Research LLC | 39,875 | $5,129,000 | 8.30% |
| RITHOLTZ WEALTH MANAGEMENT | 268,622 | $34,550,000 | 2.40% |
| Strategic Financial Services, Inc, | 197,071 | $25,347,000 | 2.00% |
| ANDERSON HOAGLAND & CO | 73,406 | $9,441,000 | 1.20% |
| Richard P Slaughter Associates Inc | 19,065 | $2,452,000 | 0.97% |
| Fortis Advisors, LLC | 7,515 | $967,000 | 0.59% |
| Armbruster Capital Management, Inc. | 11,975 | $1,540,000 | 0.44% |
| Edge Capital Group, LLC | 33,894 | $4,359,000 | 0.35% |
| Tillar-Wenstrup Advisors, LLC | 4,764 | $613,000 | 0.28% |
| Mosaic Family Wealth, LLC | 6,224 | $801,000 | 0.22% |