VANGUARD WELLINGTON FD's ticker is VFVA and the CUSIP is 921935805. 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 1.2%.
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 ↓ |
|---|---|---|---|
| CPWM, LLC | 13,992 | $1,010,000 | 0.14% |
| Pinnacle Wealth Management Advisory Group, LLC | 4,103 | $296,000 | 0.13% |
| RAYMOND JAMES TRUST N.A. | 23,335 | $1,685,000 | 0.10% |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 7,750 | $560,000 | 0.07% |
| Parkside Financial Bank & Trust | 477 | $34,000 | 0.01% |
| PINNACLE ASSOCIATES LTD | 5,223 | $377,000 | 0.01% |
| D.A. DAVIDSON & CO. | 4,935 | $356,000 | 0.01% |
| BLAIR WILLIAM & CO/IL | 3,687 | $266,000 | 0.00% |
| Citadel Advisors | 37,928 | $2,739,000 | 0.00% |
| JANE STREET GROUP, LLC | 6,367 | $460,000 | 0.00% |