VANGUARD WELLINGTON FD's ticker is VFQY and the CUSIP is 921935706. A total of 26 filers reported holding VANGUARD WELLINGTON FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $259,896 | -1.7% | 2,314 | -0.2% | 0.08% | -2.5% |
| Q2 2023 | $264,460 | +3.0% | 2,319 | -2.2% | 0.08% | -7.0% |
| Q1 2023 | $256,763 | -5.1% | 2,370 | -8.1% | 0.09% | -11.3% |
| Q4 2022 | $270,499 | +10.4% | 2,580 | +0.2% | 0.10% | -29.2% |
| Q3 2022 | $245,000 | -2.4% | 2,574 | +0.6% | 0.14% | -1.4% |
| Q2 2022 | $251,000 | -15.5% | 2,558 | 0.0% | 0.14% | +3.7% |
| Q1 2022 | $297,000 | -1.3% | 2,558 | +7.5% | 0.13% | +9.8% |
| Q4 2021 | $301,000 | +46.1% | 2,380 | +35.1% | 0.12% | +19.6% |
| Q3 2021 | $206,000 | – | 1,762 | – | 0.10% | – |
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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% |