MARKET STREET WEALTH MANAGEMENT ADVISORS LLC - VANGUARD WELLINGTON FD ownership

VANGUARD WELLINGTON FD's ticker is VFMO and the CUSIP is 921935508. A total of 64 filers reported holding VANGUARD WELLINGTON FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC ownership history of VANGUARD WELLINGTON FD
ValueSharesWeighting
Q2 2023$263,950
-31.8%
2,177
-36.7%
0.07%
-34.3%
Q1 2023$387,021
+3.6%
3,439
+5.0%
0.10%
-5.6%
Q4 2022$373,7073,2760.11%
Other shareholders
VANGUARD WELLINGTON FD shareholders Q3 2023
NameSharesValueWeighting ↓
Newfound Research LLC 15,593$1,757,0004.52%
Strategic Financial Services, Inc, 190,289$21,436,0001.92%
Armbruster Capital Management, Inc. 15,550$1,752,0000.59%
Edge Capital Group, LLC 36,709$4,135,0000.35%
ANDERSON HOAGLAND & CO 19,243$2,168,0000.34%
Graypoint LLC 5,283$595,0000.10%
Physician Wealth Advisors, Inc. 1,907$247,0000.08%
Chicago Partners Investment Group LLC 4,349$537,0000.05%
Autus Asset Management, LLC 2,435$274,0000.04%
ATLAS CAPITAL ADVISORS LLC 416$46,862,0000.01%
View complete list of VANGUARD WELLINGTON FD shareholders