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. | 361,584 | $35,753,000 | 10.22% |
| Paragon Wealth Strategies, LLC | 279,980 | $27,684,000 | 7.38% |
| Compass Ion Advisors, LLC | 119,227 | $11,789,000 | 4.24% |
| Frank, Rimerman Advisors LLC | 100,000 | $9,887,970 | 3.82% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 106,768 | $10,557,000 | 3.81% |
| Fortis Advisors, LLC | 89,773 | $5,674,000 | 3.47% |
| ANDERSON HOAGLAND & CO | 248,548 | $24,576,000 | 3.13% |
| MorganRosel Wealth Management, LLC | 47,164 | $4,664,000 | 2.55% |
| Symmetry Partners, LLC | 300,100 | $30,355,000 | 2.00% |
| Andesa Financial Management Inc. | 22,110 | $2,188,000 | 1.19% |