Secure Asset Management, LLC - VANGUARD WELLINGTON FD ownership

VANGUARD WELLINGTON FD's ticker is VFVA and the CUSIP is 921935805. A total of 51 filers reported holding VANGUARD WELLINGTON FD in Q3 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 Q3 2021
NameSharesValueWeighting ↓
CPWM, LLC 13,992$1,010,0000.14%
Pinnacle Wealth Management Advisory Group, LLC 4,103$296,0000.13%
RAYMOND JAMES TRUST N.A. 23,335$1,685,0000.10%
BUCKINGHAM STRATEGIC WEALTH, LLC 7,750$560,0000.07%
Parkside Financial Bank & Trust 477$34,0000.01%
PINNACLE ASSOCIATES LTD 5,223$377,0000.01%
D.A. DAVIDSON & CO. 4,935$356,0000.01%
BLAIR WILLIAM & CO/IL 3,687$266,0000.00%
Citadel Advisors 37,928$2,739,0000.00%
JANE STREET GROUP, LLC 6,367$460,0000.00%
View complete list of VANGUARD WELLINGTON FD shareholders