VANGUARD WELLINGTON FD's ticker is VFMO and the CUSIP is 921935508. A total of 49 filers reported holding VANGUARD WELLINGTON FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,605,149 | -10.7% | 14,156 | -4.5% | 0.08% | -11.7% |
| Q2 2023 | $1,797,141 | +9.5% | 14,823 | +1.6% | 0.09% | -6.0% |
| Q1 2023 | $1,641,396 | -14.6% | 14,585 | +1.0% | 0.10% | +37.0% |
| Q4 2021 | $1,922,000 | +4.6% | 14,435 | +2.2% | 0.07% | +4.3% |
| Q3 2021 | $1,838,000 | – | 14,118 | – | 0.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Newfound Research LLC | 15,593 | $1,757,000 | 4.52% |
| Strategic Financial Services, Inc, | 190,289 | $21,436,000 | 1.92% |
| Armbruster Capital Management, Inc. | 15,550 | $1,752,000 | 0.59% |
| Edge Capital Group, LLC | 36,709 | $4,135,000 | 0.35% |
| ANDERSON HOAGLAND & CO | 19,243 | $2,168,000 | 0.34% |
| Graypoint LLC | 5,283 | $595,000 | 0.10% |
| Physician Wealth Advisors, Inc. | 1,907 | $247,000 | 0.08% |
| Chicago Partners Investment Group LLC | 4,349 | $537,000 | 0.05% |
| Autus Asset Management, LLC | 2,435 | $274,000 | 0.04% |
| ATLAS CAPITAL ADVISORS LLC | 416 | $46,862,000 | 0.01% |