VANGUARD WELLINGTON FD's ticker is VFVA and the CUSIP is 921935805. A total of 66 filers reported holding VANGUARD WELLINGTON FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
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. | 422,629 | $42,296,759 | 10.68% |
| Milestone Advisory Partners | 71,265 | $7,132,201 | 5.93% |
| Fortis Advisors, LLC | 56,327 | $5,637,236 | 3.99% |
| ANDERSON HOAGLAND & CO | 247,489 | $24,768,730 | 3.31% |
| MorganRosel Wealth Management, LLC | 60,095 | $6,014,308 | 2.51% |
| Pacific Center for Financial Services | 57,505 | $5,755,061 | 1.96% |
| Smart Money Group LLC | 35,382 | $3,541,068 | 1.68% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 28,754 | $2,877,494 | 1.60% |
| RWA WEALTH PARTNERS, LLC | 626,550 | $62,705,159 | 1.37% |
| Symmetry Partners, LLC | 206,355 | $20,652 | 1.12% |