VANGUARD WELLINGTON FD's ticker is VFQY and the CUSIP is 921935706. A total of 57 filers reported holding VANGUARD WELLINGTON FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,594,626 | +3.5% | 23,102 | +5.1% | 1.17% | -9.4% |
Q2 2023 | $2,507,478 | -23.6% | 21,983 | -22.2% | 1.30% | -33.1% |
Q1 2023 | $3,282,462 | +47.5% | 28,242 | +33.1% | 1.94% | +28.7% |
Q4 2022 | $2,224,911 | +12.9% | 21,220 | +2.6% | 1.51% | +24.0% |
Q3 2022 | $1,970,000 | -4.6% | 20,681 | -1.8% | 1.22% | +5.5% |
Q2 2022 | $2,064,000 | -37.1% | 21,070 | -25.4% | 1.15% | -18.7% |
Q1 2022 | $3,282,000 | – | 28,242 | – | 1.42% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Armbruster Capital Management, Inc. | 116,968 | $13,669,000 | 3.91% |
Milestone Advisory Partners | 34,010 | $3,974,000 | 2.34% |
Symmetry Partners, LLC | 114,409 | $13,466,000 | 0.89% |
Cardan Capital Partners, LLC | 60,429 | $7,062,000 | 0.79% |
Coastline Trust Co | 15,666 | $1,831,000 | 0.23% |
Mosaic Family Wealth, LLC | 6,928 | $810,000 | 0.22% |
Capital Advisors, Ltd. LLC | 6,366 | $744,000 | 0.13% |
Secure Asset Management, LLC | 1,762 | $206,000 | 0.10% |
Destiny Wealth Partners, LLC | 3,129 | $366,000 | 0.07% |
Laurel Wealth Advisors, Inc. | 2,791 | $326,000 | 0.06% |