VANGUARD WELLINGTON FD's ticker is VFMO and the CUSIP is 921935508. 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 0.5%.
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 ↓ |
|---|---|---|---|
| Strategic Financial Services, Inc, | 269,274 | $30,532,835 | 2.38% |
| CABOT WEALTH MANAGEMENT INC | 129,598 | $14,695 | 2.25% |
| ANDERSON HOAGLAND & CO | 140,233 | $15,900,955 | 2.13% |
| RITHOLTZ WEALTH MANAGEMENT | 405,551 | $45,985,170 | 2.06% |
| LINCOLN CAPITAL CORP | 28,570 | $3,239,480 | 1.74% |
| Frisch Financial Group, Inc. | 27,818 | $3,154 | 1.28% |
| Nova R Wealth, Inc. | 13,761 | $1,560,404 | 1.08% |
| Armbruster Capital Management, Inc. | 36,290 | $4,114,898 | 1.04% |
| DAVIDSON INVESTMENT ADVISORS | 95,907 | $10,874,828 | 0.69% |
| Journey Advisory Group, LLC | 30,372 | $3,443,810 | 0.51% |