GREAT VALLEY ADVISOR GROUP, INC. - VANGUARD WELLINGTON FD ownership

VANGUARD WELLINGTON FD's ticker is VFMF and the CUSIP is 921935607. A total of 63 filers reported holding VANGUARD WELLINGTON FD in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
GREAT VALLEY ADVISOR GROUP, INC. ownership history of VANGUARD WELLINGTON FD
ValueSharesWeighting
Q2 2024$442,129
-3.5%
3,6120.0%0.01%
-14.3%
Q1 2024$458,321
+10.5%
3,6120.0%0.01%
-6.7%
Q4 2023$414,8243,6120.02%
Other shareholders
VANGUARD WELLINGTON FD shareholders Q1 2024
NameSharesValueWeighting ↓
ANDERSON HOAGLAND & CO 225,755$19,813,0003.17%
Opus Capital Group, LLC 77,617$6,812,0001.48%
Physician Wealth Advisors, Inc. 8,523$798,0000.24%
UMB Bank, n.a. 143,792$12,620,0000.21%
Cassia Capital Partners, LLC 2,431$213,0000.20%
Coastline Trust Co 4,710$413,0000.07%
St. James Investment Advisors, LLC 200$18,0000.04%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 2,500$219,0000.02%
ENVESTNET ASSET MANAGEMENT INC 256,121$22,479,0000.01%
Capital Advisors, Ltd. LLC 760$67,0000.01%
View complete list of VANGUARD WELLINGTON FD shareholders