VANGUARD WELLINGTON FD's ticker is VFMO and the CUSIP is 921935508. A total of 19 filers reported holding VANGUARD WELLINGTON FD in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $365,587 | -33.0% | 2,434 | -32.6% | 0.02% | -35.9% |
| Q1 2024 | $545,970 | +12.0% | 3,609 | -2.8% | 0.04% | 0.0% |
| Q4 2023 | $487,617 | +15.8% | 3,714 | 0.0% | 0.04% | -2.5% |
| Q3 2023 | $421,128 | -6.0% | 3,714 | +0.5% | 0.04% | -11.1% |
| Q2 2023 | $447,878 | +7.7% | 3,694 | 0.0% | 0.04% | 0.0% |
| Q1 2023 | $415,719 | -1.3% | 3,694 | 0.0% | 0.04% | -10.0% |
| Q4 2022 | $421,338 | +7.8% | 3,694 | 0.0% | 0.05% | 0.0% |
| Q3 2022 | $391,000 | -0.8% | 3,694 | 0.0% | 0.05% | -2.0% |
| Q2 2022 | $394,000 | -15.6% | 3,694 | 0.0% | 0.05% | +10.9% |
| Q1 2022 | $467,000 | -82.1% | 3,694 | -81.1% | 0.05% | -83.2% |
| Q4 2021 | $2,606,000 | +317.0% | 19,573 | +302.5% | 0.27% | +254.5% |
| Q3 2021 | $625,000 | -2.2% | 4,863 | 0.0% | 0.08% | -9.4% |
| Q2 2021 | $639,000 | -7.9% | 4,863 | -13.2% | 0.08% | -19.8% |
| Q1 2021 | $694,000 | +16.6% | 5,603 | +6.1% | 0.11% | +2.9% |
| Q4 2020 | $595,000 | +18.5% | 5,283 | 0.0% | 0.10% | +6.2% |
| Q3 2020 | $502,000 | +21.0% | 5,283 | +9.3% | 0.10% | +2.1% |
| Q2 2020 | $415,000 | +27.3% | 4,833 | 0.0% | 0.10% | +4.4% |
| Q1 2020 | $326,000 | – | 4,833 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Systelligence, LLC | 110,326 | $13,376,443 | 4.23% |
| Strategic Financial Services, Inc. | 263,497 | $31,600,662 | 2.36% |
| CABOT WEALTH MANAGEMENT INC | 129,512 | $15,703 | 2.34% |
| Frisch Financial Group, Inc. | 39,104 | $4,741 | 2.27% |
| ANDERSON HOAGLAND & CO | 143,048 | $17,343,809 | 2.23% |
| RITHOLTZ WEALTH MANAGEMENT | 382,852 | $46,418,719 | 2.09% |
| LINCOLN CAPITAL CORP | 25,266 | $3,063,369 | 1.57% |
| Nova R Wealth, Inc. | 13,801 | $1,673,264 | 1.12% |
| Armbruster Capital Management, Inc. | 36,515 | $4,427,250 | 1.09% |
| DAVIDSON INVESTMENT ADVISORS | 80,910 | $9,809,909 | 0.62% |