Kathmere Capital Management, LLC - VANGUARD WELLINGTON FD ownership

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
Kathmere Capital Management, LLC ownership history of VANGUARD WELLINGTON FD
ValueSharesWeighting
Q3 2023$408,727
+65.9%
4,084
+65.2%
0.06%
+60.5%
Q2 2023$246,3352,4720.04%
Other shareholders
VANGUARD WELLINGTON FD shareholders Q4 2023
NameSharesValueWeighting ↓
CPWM, LLC 13,992$1,010,0000.14%
Pinnacle Wealth Management Advisory Group, LLC 4,103$296,0000.13%
RAYMOND JAMES TRUST N.A. 23,335$1,685,0000.10%
BUCKINGHAM STRATEGIC WEALTH, LLC 7,750$560,0000.07%
Parkside Financial Bank & Trust 477$34,0000.01%
PINNACLE ASSOCIATES LTD 5,223$377,0000.01%
D.A. DAVIDSON & CO. 4,935$356,0000.01%
BLAIR WILLIAM & CO/IL 3,687$266,0000.00%
Citadel Advisors 37,928$2,739,0000.00%
JANE STREET GROUP, LLC 6,367$460,0000.00%
View complete list of VANGUARD WELLINGTON FD shareholders