VANGUARD WELLINGTON FD's ticker is VFQY and the CUSIP is 921935706. A total of 71 filers reported holding VANGUARD WELLINGTON FD in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $9,035,176 | -4.9% | 67,379 | -2.8% | 0.70% | -6.3% |
| Q1 2024 | $9,496,758 | +7.8% | 69,355 | -0.5% | 0.74% | +2.2% |
| Q4 2023 | $8,811,624 | +15.6% | 69,674 | +2.7% | 0.73% | -1.5% |
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hobart Private Capital, LLC | 147,740 | $16,851,786 | 6.27% |
| Armbruster Capital Management, Inc. | 179,764 | $20,504,517 | 5.05% |
| Professional Financial Advisors, LLC | 21,983 | $2,507,478 | 1.30% |
| GYL FINANCIAL SYNERGIES, LLC | 74,229 | $8,466,834 | 0.77% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 9,767 | $1,114,061 | 0.76% |
| Symmetry Partners, LLC | 102,940 | $11,742 | 0.62% |
| Arrowroot Family Office, LLC | 5,712 | $651,555 | 0.49% |
| Capital Advisors, Ltd. LLC | 16,998 | $1,939 | 0.29% |
| Coastline Trust Co | 16,591 | $1,892,432 | 0.26% |
| Pure Financial Advisors, LLC | 42,558 | $4,854,354 | 0.21% |