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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ANDERSON HOAGLAND & CO | 307,673 | $32,000,000 | 4.12% |
| Opus Capital Group, LLC | 79,070 | $8,224,000 | 1.60% |
| UMB Bank, n.a. | 198,958 | $20,693,000 | 0.27% |
| Physician Wealth Advisors, Inc. | 9,092 | $932,000 | 0.25% |
| Claraphi Advisory Network, LLC | 3,873 | $403,000 | 0.12% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 2,500 | $260,000 | 0.07% |
| Coastline Trust Co | 4,290 | $446,000 | 0.05% |
| ENVESTNET ASSET MANAGEMENT INC | 267,047 | $27,775,000 | 0.01% |
| Kestra Advisory Services, LLC | 11,879 | $1,235,000 | 0.01% |
| Capital Advisors, Ltd. LLC | 760 | $79,000 | 0.01% |