Andesa Financial Management Inc. - VANGUARD WELLINGTON FD ownership

VANGUARD WELLINGTON FD's ticker is VFQY and the CUSIP is 921935706. A total of 57 filers reported holding VANGUARD WELLINGTON FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Andesa Financial Management Inc. ownership history of VANGUARD WELLINGTON FD
ValueSharesWeighting
Q1 2023$649,980
+3.3%
12,000
+100.0%
0.33%
-2.9%
Q4 2022$629,094
-45.0%
6,000
-50.0%
0.34%
-14.2%
Q3 2022$1,144,00012,0000.40%
Other shareholders
VANGUARD WELLINGTON FD shareholders Q3 2023
NameSharesValueWeighting ↓
Armbruster Capital Management, Inc. 181,720$20,408,9895.16%
Hobart Private Capital, LLC 115,691$12,993,2564.93%
Professional Financial Advisors, LLC 23,102$2,594,6261.17%
GYL FINANCIAL SYNERGIES, LLC 67,849$7,620,1090.74%
INTERACTIVE FINANCIAL ADVISORS, INC. 9,185$1,031,5670.70%
Symmetry Partners, LLC 102,940$11,5610.63%
BEACON FINANCIAL PLANNING, INC 3,324$373,2690.32%
Capital Advisors, Ltd. LLC 17,971$2,0180.31%
Coastline Trust Co 16,395$1,841,3220.27%
Foundations Investment Advisors, LLC 67,382$7,567,6410.23%
View complete list of VANGUARD WELLINGTON FD shareholders