VANGUARD WELLINGTON FD's ticker is VFVA and the CUSIP is 921935805. A total of 30 filers reported holding VANGUARD WELLINGTON FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,161,168 | +8.0% | 44,574 | +119.9% | 1.11% | +1.6% |
| Q4 2022 | $2,000,338 | -37.7% | 20,273 | -45.1% | 1.09% | -2.9% |
| Q3 2022 | $3,212,000 | +56.8% | 36,916 | +64.6% | 1.12% | -13.1% |
| Q2 2022 | $2,048,000 | -14.8% | 22,425 | -0.5% | 1.29% | -0.3% |
| Q1 2022 | $2,405,000 | +6.8% | 22,541 | +5.2% | 1.30% | +17.3% |
| Q4 2021 | $2,251,000 | +2.9% | 21,427 | -3.1% | 1.11% | -7.0% |
| Q3 2021 | $2,188,000 | -45.7% | 22,110 | -45.2% | 1.19% | -2.1% |
| Q2 2021 | $4,026,000 | +23.4% | 40,330 | +16.8% | 1.21% | +14.1% |
| Q1 2021 | $3,263,000 | +173.3% | 34,532 | +125.8% | 1.06% | +35.9% |
| Q4 2020 | $1,194,000 | – | 15,293 | – | 0.78% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Armbruster Capital Management, Inc. | 425,620 | $36,961,000 | 10.54% |
| RWA WEALTH PARTNERS, LLC | 1,716,060 | $149,023,000 | 10.50% |
| Cassia Capital Partners, LLC | 87,641 | $7,611,000 | 6.97% |
| Compass Ion Advisors, LLC | 277,573 | $24,104,000 | 6.68% |
| Fortis Advisors, LLC | 99,825 | $6,132,000 | 4.38% |
| ANDERSON HOAGLAND & CO | 299,937 | $26,047,000 | 4.17% |
| Milestone Advisory Partners | 56,639 | $4,919,000 | 3.69% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 40,480 | $3,515,000 | 2.46% |
| Pacific Center for Financial Services | 60,495 | $5,253,000 | 2.06% |
| Symmetry Partners, LLC | 300,100 | $26,061,000 | 1.76% |