VANGUARD WELLINGTON FD's ticker is VFMF and the CUSIP is 921935607. A total of 23 filers reported holding VANGUARD WELLINGTON FD in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $3,000 | 0.0% | 30 | -9.1% | 0.00% | 0.0% |
| Q4 2020 | $3,000 | 0.0% | 33 | -5.7% | 0.00% | 0.0% |
| Q3 2020 | $3,000 | +50.0% | 35 | 0.0% | 0.00% | +100.0% |
| Q2 2020 | $2,000 | -66.7% | 35 | -65.7% | 0.00% | -80.0% |
| Q1 2020 | $6,000 | -14.3% | 102 | +6.2% | 0.01% | +25.0% |
| Q4 2019 | $7,000 | 0.0% | 96 | +1.1% | 0.00% | -20.0% |
| Q3 2019 | $7,000 | 0.0% | 95 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $7,000 | 0.0% | 95 | +6.7% | 0.01% | 0.0% |
| Q1 2019 | $7,000 | +16.7% | 89 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $6,000 | – | 89 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ANDERSON HOAGLAND & CO | 219,089 | $22,300,000 | 2.92% |
| Opus Capital Group, LLC | 68,600 | $7,355,000 | 1.52% |
| Carroll Financial Associates, Inc. | 60,189 | $6,462,000 | 0.34% |
| Physician Wealth Advisors, Inc. | 8,237 | $884,000 | 0.23% |
| UMB Bank, n.a. | 131,982 | $14,150,000 | 0.18% |
| Claraphi Advisory Network, LLC | 3,753 | $402,000 | 0.14% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 2,500 | $268,000 | 0.07% |
| Coastline Trust Co | 3,600 | $386,000 | 0.04% |
| St. James Investment Advisors, LLC | 480 | $51,000 | 0.04% |
| Capital Advisors, Ltd. LLC | 760 | $81,000 | 0.01% |