VANGUARD WELLINGTON FD's ticker is VFMO and the CUSIP is 921935508. A total of 49 filers reported holding VANGUARD WELLINGTON FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
---|---|---|---|
Strategic Financial Services, Inc, | 269,274 | $30,532,835 | 2.38% |
CABOT WEALTH MANAGEMENT INC | 129,598 | $14,695 | 2.25% |
ANDERSON HOAGLAND & CO | 140,233 | $15,900,955 | 2.13% |
RITHOLTZ WEALTH MANAGEMENT | 405,551 | $45,985,170 | 2.06% |
LINCOLN CAPITAL CORP | 28,570 | $3,239,480 | 1.74% |
Frisch Financial Group, Inc. | 27,818 | $3,154 | 1.28% |
Nova R Wealth, Inc. | 13,761 | $1,560,404 | 1.08% |
Armbruster Capital Management, Inc. | 36,290 | $4,114,898 | 1.04% |
DAVIDSON INVESTMENT ADVISORS | 95,907 | $10,874,828 | 0.69% |
Journey Advisory Group, LLC | 30,372 | $3,443,810 | 0.51% |