VANGUARD WELLINGTON FD's ticker is VFMV and the CUSIP is 921935409. A total of 1 filers reported holding VANGUARD WELLINGTON FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $219,743 | -75.8% | 2,285 | -73.2% | 0.02% | -77.9% |
| Q4 2021 | $909,000 | +229.3% | 8,527 | +201.6% | 0.10% | +179.4% |
| Q3 2021 | $276,000 | -0.7% | 2,827 | 0.0% | 0.03% | -8.1% |
| Q2 2021 | $278,000 | +5.3% | 2,827 | 0.0% | 0.04% | -7.5% |
| Q1 2021 | $264,000 | +4.3% | 2,827 | 0.0% | 0.04% | -9.1% |
| Q4 2020 | $253,000 | +8.6% | 2,827 | 0.0% | 0.04% | -2.2% |
| Q3 2020 | $233,000 | – | 2,827 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Milestone Advisory Partners | 40,768 | $3,920,561 | 3.26% |
| ANDERSON HOAGLAND & CO | 175,324 | $16,860,488 | 2.25% |
| Destiny Wealth Partners, LLC | 81,065 | $7,795,779 | 1.57% |
| Compass Financial Group, INC/SD | 15,938 | $1,532,815 | 0.46% |
| Foundations Investment Advisors, LLC | 57,178 | $5,498,658 | 0.17% |
| Keystone Financial Group | 6,453 | $620,571 | 0.10% |
| Sharkey, Howes & Javer | 5,569 | $535,557 | 0.10% |
| BROWN WEALTH MANAGEMENT, LLC | 2,150 | $206,760 | 0.10% |
| Leonard Rickey Investment Advisors P.L.L.C. | 2,208 | $212,309 | 0.07% |
| UMB Bank, n.a. | 35,371 | $3,401,544 | 0.06% |