M Financial Asset Management, Inc. - VANGUARD WELLINGTON FD ownership

VANGUARD WELLINGTON FD's ticker is VFQY and the CUSIP is 921935706. A total of 43 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
M Financial Asset Management, Inc. ownership history of VANGUARD WELLINGTON FD
ValueSharesWeighting
Q4 2022$1
-99.9%
110.0%0.00%0.0%
Q3 2022$1,0000.0%110.0%0.00%0.0%
Q2 2022$1,0000.0%110.0%0.00%0.0%
Q1 2022$1,0000.0%110.0%0.00%0.0%
Q4 2021$1,000
-66.7%
11
-66.7%
0.00%
-87.1%
Q3 2020$3,000
+200.0%
33
+230.0%
0.03%
+244.4%
Q2 2020$1,000100.01%
Other shareholders
VANGUARD WELLINGTON FD shareholders Q2 2022
NameSharesValueWeighting ↓
Armbruster Capital Management, Inc. 116,968$13,669,0003.91%
Milestone Advisory Partners 34,010$3,974,0002.34%
Symmetry Partners, LLC 114,409$13,466,0000.89%
Cardan Capital Partners, LLC 60,429$7,062,0000.79%
Coastline Trust Co 15,666$1,831,0000.23%
Mosaic Family Wealth, LLC 6,928$810,0000.22%
Capital Advisors, Ltd. LLC 6,366$744,0000.13%
Secure Asset Management, LLC 1,762$206,0000.10%
Destiny Wealth Partners, LLC 3,129$366,0000.07%
Laurel Wealth Advisors, Inc. 2,791$326,0000.06%
View complete list of VANGUARD WELLINGTON FD shareholders