VANGUARD WELLINGTON FD's ticker is VFQY and the CUSIP is 921935706. A total of 42 filers reported holding VANGUARD WELLINGTON FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,620,109 | -10.0% | 67,849 | -8.6% | 0.74% | -4.0% |
| Q2 2023 | $8,466,834 | +5.3% | 74,229 | -0.0% | 0.77% | -20.0% |
| Q1 2023 | $8,042,287 | -31.1% | 74,239 | -33.3% | 0.96% | -61.9% |
| Q4 2022 | $11,676,811 | +26.2% | 111,368 | +14.7% | 2.53% | +0.2% |
| Q3 2022 | $9,250,000 | +69.2% | 97,117 | +74.0% | 2.52% | +68.8% |
| Q2 2022 | $5,468,000 | -7.4% | 55,817 | +9.9% | 1.49% | +5.7% |
| Q1 2022 | $5,905,000 | – | 50,808 | – | 1.41% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Armbruster Capital Management, Inc. | 116,968 | $13,669,000 | 3.91% |
| Milestone Advisory Partners | 34,010 | $3,974,000 | 2.34% |
| Symmetry Partners, LLC | 114,409 | $13,466,000 | 0.89% |
| Cardan Capital Partners, LLC | 60,429 | $7,062,000 | 0.79% |
| Coastline Trust Co | 15,666 | $1,831,000 | 0.23% |
| Mosaic Family Wealth, LLC | 6,928 | $810,000 | 0.22% |
| Capital Advisors, Ltd. LLC | 6,366 | $744,000 | 0.13% |
| Secure Asset Management, LLC | 1,762 | $206,000 | 0.10% |
| Destiny Wealth Partners, LLC | 3,129 | $366,000 | 0.07% |
| Laurel Wealth Advisors, Inc. | 2,791 | $326,000 | 0.06% |