VANGUARD WELLINGTON FD's ticker is VFMO and the CUSIP is 921935508. A total of 22 filers reported holding VANGUARD WELLINGTON FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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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% |