VANGUARD WELLINGTON FD's ticker is VFMO and the CUSIP is 921935508. A total of 16 filers reported holding VANGUARD WELLINGTON FD in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,015,810 | -0.7% | 6,763 | +0.0% | 0.05% | -3.9% |
Q1 2024 | $1,022,854 | -6.2% | 6,761 | -18.6% | 0.05% | -16.4% |
Q4 2023 | $1,090,038 | -85.6% | 8,302 | -87.6% | 0.06% | -87.6% |
Q3 2023 | $7,561,192 | -5.8% | 66,683 | +0.8% | 0.49% | +6.3% |
Q2 2023 | $8,023,698 | +12.5% | 66,178 | +4.4% | 0.46% | +4.8% |
Q1 2023 | $7,134,556 | +9.0% | 63,396 | +10.4% | 0.44% | -3.7% |
Q4 2022 | $6,546,827 | +6.0% | 57,398 | -1.7% | 0.46% | -10.0% |
Q3 2022 | $6,177,000 | +871.2% | 58,403 | +1197.3% | 0.51% | +823.6% |
Q2 2022 | $636,000 | -87.3% | 4,502 | -88.7% | 0.06% | -84.0% |
Q1 2022 | $5,017,000 | +7.2% | 39,691 | +12.9% | 0.34% | +3.6% |
Q4 2021 | $4,681,000 | +7.4% | 35,155 | +3.7% | 0.33% | -4.3% |
Q3 2021 | $4,359,000 | -4.9% | 33,894 | -2.8% | 0.35% | -5.2% |
Q2 2021 | $4,584,000 | +2.6% | 34,859 | -3.3% | 0.37% | -2.1% |
Q1 2021 | $4,469,000 | +8.1% | 36,066 | -1.8% | 0.37% | +7.5% |
Q4 2020 | $4,135,000 | +19.5% | 36,709 | +0.8% | 0.35% | +0.6% |
Q3 2020 | $3,460,000 | +31.2% | 36,433 | +18.7% | 0.35% | +25.4% |
Q2 2020 | $2,637,000 | -6.5% | 30,683 | -26.5% | 0.28% | -17.9% |
Q1 2020 | $2,820,000 | -26.1% | 41,725 | -5.7% | 0.34% | -9.4% |
Q4 2019 | $3,817,000 | +4.5% | 44,239 | -2.2% | 0.37% | +0.3% |
Q3 2019 | $3,654,000 | -4.3% | 45,229 | -2.4% | 0.37% | +0.8% |
Q2 2019 | $3,818,000 | -1.9% | 46,318 | -5.6% | 0.37% | -4.2% |
Q1 2019 | $3,891,000 | +13.9% | 49,080 | -2.1% | 0.38% | +3.2% |
Q4 2018 | $3,416,000 | – | 50,126 | – | 0.37% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Systelligence, LLC | 110,326 | $13,376,443 | 4.23% |
Strategic Financial Services, Inc. | 263,497 | $31,600,662 | 2.36% |
CABOT WEALTH MANAGEMENT INC | 129,512 | $15,703 | 2.34% |
Frisch Financial Group, Inc. | 39,104 | $4,741 | 2.27% |
ANDERSON HOAGLAND & CO | 143,048 | $17,343,809 | 2.23% |
RITHOLTZ WEALTH MANAGEMENT | 382,852 | $46,418,719 | 2.09% |
LINCOLN CAPITAL CORP | 25,266 | $3,063,369 | 1.57% |
Nova R Wealth, Inc. | 13,801 | $1,673,264 | 1.12% |
Armbruster Capital Management, Inc. | 36,515 | $4,427,250 | 1.09% |
DAVIDSON INVESTMENT ADVISORS | 80,910 | $9,809,909 | 0.62% |