VANGUARD WELLINGTON FD's ticker is VFMF and the CUSIP is 921935607.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,103,686 | -6.5% | 30,057 | -5.9% | 0.16% | -8.0% |
| Q2 2023 | $3,318,885 | +6.6% | 31,940 | +1.7% | 0.17% | -7.9% |
| Q1 2023 | $3,112,731 | +1975.2% | 31,410 | +2132.4% | 0.19% | +3050.0% |
| Q4 2021 | $150,000 | +114.3% | 1,407 | +102.4% | 0.01% | +100.0% |
| Q3 2021 | $70,000 | – | 695 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pacific Center for Financial Services | 68,842 | $5,674,000 | 2.77% |
| Pinnacle Wealth Management Advisory Group, LLC | 7,220 | $595,000 | 0.29% |
| Northstar Group, Inc. | 2,775 | $278,000 | 0.13% |
| Advisory Services Network, LLC | 4,200 | $346,000 | 0.02% |
| Parkside Financial Bank & Trust | 850 | $70,000 | 0.02% |
| PINNACLE ASSOCIATES LTD | 7,605 | $627,000 | 0.01% |
| Cambridge Investment Research Advisors, Inc. | 15,140 | $1,248,000 | 0.01% |
| COMMONWEALTH EQUITY SERVICES, LLC | 23,570 | $1,942,000 | 0.01% |
| JANE STREET GROUP, LLC | 30,054 | $2,477,000 | 0.01% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 7,526 | $620,000 | 0.01% |