VANGUARD WELLINGTON FD's ticker is VFMF and the CUSIP is 921935607. A total of 32 filers reported holding VANGUARD WELLINGTON FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $258,149 | -0.6% | 2,500 | 0.0% | 0.01% | -17.6% |
| Q2 2023 | $259,775 | +4.9% | 2,500 | 0.0% | 0.02% | -5.6% |
| Q1 2023 | $247,741 | +0.3% | 2,500 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $247,085 | +12.8% | 2,500 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $219,000 | -2.2% | 2,500 | 0.0% | 0.02% | -5.3% |
| Q2 2022 | $224,000 | -13.8% | 2,500 | 0.0% | 0.02% | -73.2% |
| Q1 2022 | $260,000 | -3.0% | 2,500 | 0.0% | 0.07% | -4.1% |
| Q4 2021 | $268,000 | +7.6% | 2,500 | 0.0% | 0.07% | -9.8% |
| Q3 2021 | $249,000 | -1.2% | 2,500 | 0.0% | 0.08% | +1.2% |
| Q2 2021 | $252,000 | +4.1% | 2,500 | 0.0% | 0.08% | -19.0% |
| Q1 2021 | $242,000 | +15.8% | 2,500 | 0.0% | 0.10% | +150.0% |
| Q4 2020 | $209,000 | +17.4% | 2,500 | 0.0% | 0.04% | +5.3% |
| Q3 2020 | $178,000 | – | 2,500 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ANDERSON HOAGLAND & CO | 219,089 | $22,300,000 | 2.92% |
| Opus Capital Group, LLC | 68,600 | $7,355,000 | 1.52% |
| Carroll Financial Associates, Inc. | 60,189 | $6,462,000 | 0.34% |
| Physician Wealth Advisors, Inc. | 8,237 | $884,000 | 0.23% |
| UMB Bank, n.a. | 131,982 | $14,150,000 | 0.18% |
| Claraphi Advisory Network, LLC | 3,753 | $402,000 | 0.14% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 2,500 | $268,000 | 0.07% |
| Coastline Trust Co | 3,600 | $386,000 | 0.04% |
| St. James Investment Advisors, LLC | 480 | $51,000 | 0.04% |
| Capital Advisors, Ltd. LLC | 760 | $81,000 | 0.01% |