VANGUARD WELLINGTON FD's ticker is VFVA and the CUSIP is 921935805. A total of 54 filers reported holding VANGUARD WELLINGTON FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
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 ↓ |
|---|---|---|---|
| Armbruster Capital Management, Inc. | 373,627 | $35,308,000 | 10.46% |
| Cassia Capital Partners, LLC | 63,441 | $5,995,000 | 5.42% |
| Paragon Wealth Strategies, LLC | 173,480 | $16,394,000 | 4.98% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 92,003 | $8,698,000 | 4.77% |
| Fortis Advisors, LLC | 55,825 | $5,275,000 | 3.75% |
| ANDERSON HOAGLAND & CO | 240,179 | $22,697,000 | 3.21% |
| Compass Ion Advisors, LLC | 65,775 | $6,216,000 | 2.56% |
| Symmetry Partners, LLC | 300,100 | $28,359,000 | 2.04% |
| Andesa Financial Management Inc. | 34,532 | $3,263,000 | 1.06% |
| PEAK FINANCIAL ADVISORS LLC | 8,242 | $779,000 | 0.66% |