RE Dickinson Investment Advisors, LLC - Vanguard Wellington Fd ownership

Vanguard Wellington Fd's ticker is and the CUSIP is 921935201. A total of 6 filers reported holding Vanguard Wellington Fd in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
RE Dickinson Investment Advisors, LLC ownership history of Vanguard Wellington Fd
ValueSharesWeighting
Q2 2023$209
+3.5%
2,9600.0%0.08%
+13.2%
Q1 2023$202
+3.1%
2,9600.0%0.07%
-16.0%
Q4 2022$1962,9600.08%
Other shareholders
Vanguard Wellington Fd shareholders Q3 2023
NameSharesValueWeighting ↓
ENCOMPASS WEALTH ADVISORS, LLC 16,017$1,344,0000.35%
NORTHSTAR ASSET MANAGEMENT Co LLC 4,378$368,0000.10%
JB Capital LLC 2,699$227,0000.03%
Grassi Investment Management 2,399$201,0000.02%
GOFEN & GLOSSBERG LLC /IL/ 11,815$992,0000.02%
EQUITABLE TRUST CO 3,459$290,0000.02%
View complete list of Vanguard Wellington Fd shareholders