VANGUARD WELLINGTON FD's ticker is VFVA and the CUSIP is 921935805. A total of 51 filers reported holding VANGUARD WELLINGTON FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $812,565 | -11.6% | 8,119 | -12.0% | 0.35% | -8.7% |
| Q2 2023 | $919,521 | -7.0% | 9,228 | -9.5% | 0.38% | -10.8% |
| Q1 2023 | $988,872 | -13.7% | 10,198 | -12.2% | 0.43% | -23.3% |
| Q4 2022 | $1,146,024 | +13.9% | 11,615 | +0.2% | 0.56% | +10.1% |
| Q3 2022 | $1,006,000 | -85.8% | 11,587 | -85.0% | 0.51% | -85.5% |
| Q2 2022 | $7,064,000 | -8.5% | 77,089 | +6.6% | 3.49% | +17.7% |
| Q1 2022 | $7,717,000 | -5.5% | 72,309 | -6.9% | 2.96% | -1.1% |
| Q4 2021 | $8,164,000 | +3301.7% | 77,696 | +3104.0% | 3.00% | +3121.5% |
| Q3 2021 | $240,000 | – | 2,425 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CPWM, LLC | 13,992 | $1,010,000 | 0.14% |
| Pinnacle Wealth Management Advisory Group, LLC | 4,103 | $296,000 | 0.13% |
| RAYMOND JAMES TRUST N.A. | 23,335 | $1,685,000 | 0.10% |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 7,750 | $560,000 | 0.07% |
| Parkside Financial Bank & Trust | 477 | $34,000 | 0.01% |
| PINNACLE ASSOCIATES LTD | 5,223 | $377,000 | 0.01% |
| D.A. DAVIDSON & CO. | 4,935 | $356,000 | 0.01% |
| BLAIR WILLIAM & CO/IL | 3,687 | $266,000 | 0.00% |
| Citadel Advisors | 37,928 | $2,739,000 | 0.00% |
| JANE STREET GROUP, LLC | 6,367 | $460,000 | 0.00% |