Hobart Private Capital, LLC - VANGUARD WELLINGTON FD ownership

VANGUARD WELLINGTON FD's ticker is VFQY and the CUSIP is 921935706. A total of 57 filers reported holding VANGUARD WELLINGTON FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Hobart Private Capital, LLC ownership history of VANGUARD WELLINGTON FD
ValueSharesWeighting
Q3 2023$12,993,256
-22.9%
115,691
-21.7%
4.93%
-21.3%
Q2 2023$16,851,786
+4.7%
147,740
-0.6%
6.27%
-1.3%
Q1 2023$16,095,346148,5776.35%
Other shareholders
VANGUARD WELLINGTON FD shareholders Q2 2023
NameSharesValueWeighting ↓
Armbruster Capital Management, Inc. 181,720$20,408,9895.16%
Hobart Private Capital, LLC 115,691$12,993,2564.93%
Professional Financial Advisors, LLC 23,102$2,594,6261.17%
GYL FINANCIAL SYNERGIES, LLC 67,849$7,620,1090.74%
INTERACTIVE FINANCIAL ADVISORS, INC. 9,185$1,031,5670.70%
Symmetry Partners, LLC 102,940$11,5610.63%
BEACON FINANCIAL PLANNING, INC 3,324$373,2690.32%
Capital Advisors, Ltd. LLC 17,971$2,0180.31%
Coastline Trust Co 16,395$1,841,3220.27%
Foundations Investment Advisors, LLC 67,382$7,567,6410.23%
View complete list of VANGUARD WELLINGTON FD shareholders