VANGUARD WELLINGTON FD's ticker is VFVA and the CUSIP is 921935805. 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 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $297,374 | -38.1% | 2,630 | -34.7% | 0.02% | -40.0% |
| Q1 2024 | $480,582 | -5.2% | 4,027 | -10.5% | 0.04% | -14.6% |
| Q4 2023 | $507,015 | +2.3% | 4,500 | -9.1% | 0.04% | -12.8% |
| Q3 2023 | $495,396 | +0.4% | 4,950 | 0.0% | 0.05% | -4.1% |
| Q2 2023 | $493,268 | +1.7% | 4,950 | -1.0% | 0.05% | -7.5% |
| Q1 2023 | $484,850 | -1.7% | 5,000 | 0.0% | 0.05% | -10.2% |
| Q4 2022 | $493,350 | +13.7% | 5,000 | 0.0% | 0.06% | +5.4% |
| Q3 2022 | $434,000 | -5.0% | 5,000 | 0.0% | 0.06% | -5.1% |
| Q2 2022 | $457,000 | -14.4% | 5,000 | 0.0% | 0.06% | +11.3% |
| Q1 2022 | $534,000 | -77.8% | 5,000 | -78.2% | 0.05% | -79.0% |
| Q4 2021 | $2,407,000 | +379.5% | 22,908 | +351.5% | 0.25% | +306.5% |
| Q3 2021 | $502,000 | -0.8% | 5,074 | 0.0% | 0.06% | -7.5% |
| Q2 2021 | $506,000 | -5.6% | 5,074 | -10.6% | 0.07% | -18.3% |
| Q1 2021 | $536,000 | +21.0% | 5,674 | 0.0% | 0.08% | +6.5% |
| Q4 2020 | $443,000 | +26.6% | 5,674 | 0.0% | 0.08% | +13.2% |
| Q3 2020 | $350,000 | +4.2% | 5,674 | 0.0% | 0.07% | -11.7% |
| Q2 2020 | $336,000 | +25.4% | 5,674 | 0.0% | 0.08% | +2.7% |
| Q1 2020 | $268,000 | – | 5,674 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Armbruster Capital Management, Inc. | 429,032 | $48,339,057 | 11.01% |
| Fortis Advisors, LLC | 56,189 | $6,330,856 | 4.30% |
| ANDERSON HOAGLAND & CO | 250,128 | $27,246,447 | 3.34% |
| MorganRosel Wealth Management, LLC | 55,724 | $6,278,423 | 2.43% |
| Smart Money Group LLC | 34,175 | $3,850,553 | 1.68% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 27,291 | $3,074,822 | 1.52% |
| Symmetry Partners, LLC | 193,944 | $22,001 | 1.19% |
| RWA WEALTH PARTNERS, LLC | 617,620 | $69,587,288 | 0.99% |
| Rockingstone Advisors LLC | 12,370 | $1,393,728 | 0.78% |
| Stokes Family Office, LLC | 38,868 | $4,379,232 | 0.59% |