VANGUARD WELLINGTON FD's ticker is VFVA and the CUSIP is 921935805. A total of 66 filers reported holding VANGUARD WELLINGTON FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
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. | 361,584 | $35,753,000 | 10.22% |
| Paragon Wealth Strategies, LLC | 279,980 | $27,684,000 | 7.38% |
| Compass Ion Advisors, LLC | 119,227 | $11,789,000 | 4.24% |
| Frank, Rimerman Advisors LLC | 100,000 | $9,887,970 | 3.82% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 106,768 | $10,557,000 | 3.81% |
| Fortis Advisors, LLC | 89,773 | $5,674,000 | 3.47% |
| ANDERSON HOAGLAND & CO | 248,548 | $24,576,000 | 3.13% |
| MorganRosel Wealth Management, LLC | 47,164 | $4,664,000 | 2.55% |
| Symmetry Partners, LLC | 300,100 | $30,355,000 | 2.00% |
| Andesa Financial Management Inc. | 22,110 | $2,188,000 | 1.19% |