VANGUARD WELLINGTON FD's ticker is VFMO and the CUSIP is 921935508. A total of 33 filers reported holding VANGUARD WELLINGTON FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $226,000 | -5.0% | 1,858 | +0.9% | 0.06% | -3.2% |
| Q4 2021 | $238,000 | -2.5% | 1,842 | +0.4% | 0.06% | -7.5% |
| Q3 2021 | $244,000 | +3.8% | 1,835 | 0.0% | 0.07% | 0.0% |
| Q2 2021 | $235,000 | +5.4% | 1,835 | +4.1% | 0.07% | -8.2% |
| Q1 2021 | $223,000 | -9.7% | 1,762 | -7.6% | 0.07% | -13.1% |
| Q4 2020 | $247,000 | – | 1,907 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ANDERSON HOAGLAND & CO | 140,988 | $15,866,607 | 2.28% |
| Strategic Financial Services, Inc, | 259,052 | $29,153,471 | 2.25% |
| CABOT WEALTH MANAGEMENT INC | 126,502 | $14,236 | 2.25% |
| RITHOLTZ WEALTH MANAGEMENT | 356,980 | $40,174,183 | 2.00% |
| Frisch Financial Group, Inc. | 38,003 | $4,277 | 1.66% |
| Systelligence, LLC | 40,110 | $4,513,935 | 1.16% |
| Armbruster Capital Management, Inc. | 35,015 | $3,940,550 | 1.01% |
| Nova R Wealth, Inc. | 12,110 | $1,362,902 | 0.92% |
| Andesa Financial Management Inc. | 25,476 | $1,433,521 | 0.74% |
| Seed Wealth Management, Inc. | 4,830 | $543,563 | 0.62% |