Secure Asset Management, LLC - VANGUARD WELLINGTON FD ownership

VANGUARD WELLINGTON FD's ticker is VFVA and the CUSIP is 921935805. A total of 52 filers reported holding VANGUARD WELLINGTON FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

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 Q2 2021
NameSharesValueWeighting ↓
Armbruster Capital Management, Inc. 361,584$35,753,00010.22%
Paragon Wealth Strategies, LLC 279,980$27,684,0007.38%
Compass Ion Advisors, LLC 119,227$11,789,0004.24%
Frank, Rimerman Advisors LLC 100,000$9,887,9703.82%
SOUNDMARK WEALTH MANAGEMENT, LLC 106,768$10,557,0003.81%
Fortis Advisors, LLC 89,773$5,674,0003.47%
ANDERSON HOAGLAND & CO 248,548$24,576,0003.13%
MorganRosel Wealth Management, LLC 47,164$4,664,0002.55%
Symmetry Partners, LLC 300,100$30,355,0002.00%
Andesa Financial Management Inc. 22,110$2,188,0001.19%
View complete list of VANGUARD WELLINGTON FD shareholders