VANGUARD WELLINGTON FD's ticker is VFVA and the CUSIP is 921935805. A total of 65 filers reported holding VANGUARD WELLINGTON FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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. | 384,461 | $41,030,000 | 9.88% |
| Compass Ion Advisors, LLC | 295,262 | $31,510,000 | 9.75% |
| Paragon Wealth Strategies, LLC | 297,587 | $31,758,000 | 8.32% |
| Frank, Rimerman Advisors LLC | 197,600 | $21,087,872 | 6.75% |
| Cassia Capital Partners, LLC | 72,409 | $7,727,000 | 6.19% |
| ANDERSON HOAGLAND & CO | 271,603 | $28,985,000 | 3.73% |
| Fortis Advisors, LLC | 95,775 | $6,427,000 | 3.53% |
| Milestone Advisory Partners | 58,863 | $6,282,000 | 3.39% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 44,153 | $4,712,000 | 3.30% |
| MorganRosel Wealth Management, LLC | 58,385 | $6,231,000 | 3.02% |