VANGUARD WELLINGTON FD's ticker is VFVA and the CUSIP is 921935805. A total of 51 filers reported holding VANGUARD WELLINGTON FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,014,308 | +5.8% | 60,095 | +5.3% | 2.51% | +8.3% |
| Q2 2023 | $5,685,830 | -12.5% | 57,058 | -14.8% | 2.32% | -16.3% |
| Q1 2023 | $6,497,281 | +11.9% | 67,003 | +13.8% | 2.77% | +3.6% |
| Q4 2022 | $5,807,914 | +102.9% | 58,862 | +78.5% | 2.68% | +86.3% |
| Q3 2022 | $2,863,000 | -43.6% | 32,972 | -40.7% | 1.44% | -47.1% |
| Q2 2022 | $5,078,000 | -18.5% | 55,598 | -4.8% | 2.72% | -10.0% |
| Q1 2022 | $6,231,000 | +17.5% | 58,385 | +15.7% | 3.02% | +17.1% |
| Q4 2021 | $5,303,000 | +13.7% | 50,466 | +7.0% | 2.58% | +1.3% |
| Q3 2021 | $4,664,000 | +9.8% | 47,164 | +10.8% | 2.55% | +6.9% |
| Q2 2021 | $4,246,000 | – | 42,553 | – | 2.38% | – |
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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% |