VANGUARD WELLINGTON FD's ticker is VFMF and the CUSIP is 921935607. A total of 33 filers reported holding VANGUARD WELLINGTON FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $567,529 | +8.4% | 4,361 | -0.3% | 0.10% | -4.5% |
| Q1 2024 | $523,669 | +2.9% | 4,373 | -0.2% | 0.11% | -3.5% |
| Q4 2023 | $508,666 | -6.4% | 4,383 | -17.1% | 0.11% | -18.6% |
| Q3 2023 | $543,538 | -12.6% | 5,284 | -11.4% | 0.14% | -9.1% |
| Q2 2023 | $621,919 | -0.7% | 5,961 | -5.3% | 0.15% | -6.1% |
| Q1 2023 | $626,433 | -28.4% | 6,295 | -26.0% | 0.16% | -30.5% |
| Q4 2022 | $874,697 | +9.6% | 8,510 | -0.2% | 0.24% | -3.7% |
| Q3 2022 | $798,000 | +2.0% | 8,523 | +6.3% | 0.24% | +7.9% |
| Q2 2022 | $782,000 | -16.1% | 8,021 | -11.8% | 0.23% | -8.1% |
| Q1 2022 | $932,000 | +5.4% | 9,092 | +10.4% | 0.25% | +6.5% |
| Q4 2021 | $884,000 | +7.5% | 8,237 | +3.5% | 0.23% | +2.7% |
| Q3 2021 | $822,000 | +6.2% | 7,958 | +1.1% | 0.23% | +1.8% |
| Q2 2021 | $774,000 | +1.6% | 7,869 | +2.3% | 0.22% | -10.5% |
| Q1 2021 | $762,000 | +2.7% | 7,694 | -4.9% | 0.25% | -2.0% |
| Q4 2020 | $742,000 | +27.5% | 8,094 | +1.0% | 0.25% | +8.1% |
| Q3 2020 | $582,000 | -0.3% | 8,017 | +1.1% | 0.23% | -0.4% |
| Q2 2020 | $584,000 | +25.1% | 7,930 | 0.0% | 0.24% | +0.9% |
| Q1 2020 | $467,000 | -26.2% | 7,930 | +2.3% | 0.23% | -17.4% |
| Q4 2019 | $633,000 | +2.6% | 7,755 | 0.0% | 0.28% | -6.3% |
| Q3 2019 | $617,000 | – | 7,755 | – | 0.30% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ANDERSON HOAGLAND & CO | 219,089 | $22,300,000 | 2.92% |
| Opus Capital Group, LLC | 68,600 | $7,355,000 | 1.52% |
| Carroll Financial Associates, Inc. | 60,189 | $6,462,000 | 0.34% |
| Physician Wealth Advisors, Inc. | 8,237 | $884,000 | 0.23% |
| UMB Bank, n.a. | 131,982 | $14,150,000 | 0.18% |
| Claraphi Advisory Network, LLC | 3,753 | $402,000 | 0.14% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 2,500 | $268,000 | 0.07% |
| Coastline Trust Co | 3,600 | $386,000 | 0.04% |
| St. James Investment Advisors, LLC | 480 | $51,000 | 0.04% |
| Capital Advisors, Ltd. LLC | 760 | $81,000 | 0.01% |