VANGUARD WELLINGTON FD's ticker is VFMO and the CUSIP is 921935508. A total of 64 filers reported holding VANGUARD WELLINGTON FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| ANDERSON HOAGLAND & CO | 140,988 | $15,866,607 | 2.28% |
| Strategic Financial Services, Inc, | 259,052 | $29,153,471 | 2.25% |
| CABOT WEALTH MANAGEMENT INC | 126,502 | $14,236 | 2.25% |
| RITHOLTZ WEALTH MANAGEMENT | 356,980 | $40,174,183 | 2.00% |
| Frisch Financial Group, Inc. | 38,003 | $4,277 | 1.66% |
| Systelligence, LLC | 40,110 | $4,513,935 | 1.16% |
| Armbruster Capital Management, Inc. | 35,015 | $3,940,550 | 1.01% |
| Nova R Wealth, Inc. | 12,110 | $1,362,902 | 0.92% |
| Andesa Financial Management Inc. | 25,476 | $1,433,521 | 0.74% |
| Seed Wealth Management, Inc. | 4,830 | $543,563 | 0.62% |