Secure Asset Management, LLC - VANGUARD WELLINGTON FD ownership

VANGUARD WELLINGTON FD's ticker is VFVA and the CUSIP is 921935805. A total of 40 filers reported holding VANGUARD WELLINGTON FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Secure Asset Management, LLC ownership history of VANGUARD WELLINGTON FD
ValueSharesWeighting
Q1 2022$272,000
-5.6%
2,551
-6.8%
0.12%
+5.1%
Q4 2021$288,000
+15.2%
2,737
+8.1%
0.12%
-4.9%
Q3 2021$250,000
+3.7%
2,531
+4.9%
0.12%
+0.8%
Q2 2021$241,000
+7.6%
2,413
+1.9%
0.12%
-2.4%
Q1 2021$224,0002,3670.12%
Other shareholders
VANGUARD WELLINGTON FD shareholders Q1 2021
NameSharesValueWeighting ↓
Armbruster Capital Management, Inc. 422,629$42,296,75910.68%
Milestone Advisory Partners 71,265$7,132,2015.93%
Fortis Advisors, LLC 56,327$5,637,2363.99%
ANDERSON HOAGLAND & CO 247,489$24,768,7303.31%
MorganRosel Wealth Management, LLC 60,095$6,014,3082.51%
Pacific Center for Financial Services 57,505$5,755,0611.96%
Smart Money Group LLC 35,382$3,541,0681.68%
SOUNDMARK WEALTH MANAGEMENT, LLC 28,754$2,877,4941.60%
RWA WEALTH PARTNERS, LLC 626,550$62,705,1591.37%
Symmetry Partners, LLC 206,355$20,6521.12%
View complete list of VANGUARD WELLINGTON FD shareholders