VANGUARD WELLINGTON FD's ticker is VFMV and the CUSIP is 921935409. A total of 28 filers reported holding VANGUARD WELLINGTON FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $26,956 | +12.3% | 274 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $24,000 | -7.7% | 274 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $26,000 | -7.1% | 274 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $28,000 | -3.4% | 274 | 0.0% | 0.00% | -33.3% |
| Q4 2021 | $29,000 | +7.4% | 274 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $27,000 | 0.0% | 274 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $27,000 | -78.9% | 274 | -80.0% | 0.00% | -80.0% |
| Q1 2021 | $128,000 | -72.6% | 1,369 | -73.8% | 0.02% | -75.0% |
| Q4 2020 | $467,000 | -47.1% | 5,219 | -51.2% | 0.06% | -55.2% |
| Q3 2020 | $882,000 | -20.1% | 10,701 | -23.3% | 0.13% | -29.8% |
| Q2 2020 | $1,104,000 | +10.4% | 13,960 | -0.0% | 0.19% | -15.1% |
| Q1 2020 | $1,000,000 | +10.4% | 13,961 | +41.6% | 0.22% | +31.6% |
| Q4 2019 | $906,000 | +22.4% | 9,862 | +19.0% | 0.17% | +7.5% |
| Q3 2019 | $740,000 | – | 8,286 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ANDERSON HOAGLAND & CO | 81,447 | $8,009,000 | 1.02% |
| Strategic Financial Services, Inc, | 5,792 | $570,000 | 0.04% |
| Graypoint LLC | 2,827 | $278,000 | 0.04% |
| Autus Asset Management, LLC | 2,875 | $283,000 | 0.03% |
| FLOW TRADERS U.S. LLC | 5,257 | $517,000 | 0.03% |
| AVANTAX ADVISORY SERVICES, INC. | 14,524 | $1,427,000 | 0.03% |
| Prospera Financial Services Inc | 2,975 | $293,000 | 0.02% |
| SRS Capital Advisors, Inc. | 714 | $70,000 | 0.01% |
| Parkside Financial Bank & Trust | 215 | $21,000 | 0.01% |
| D.A. DAVIDSON & CO. | 3,885 | $382,000 | 0.00% |