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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $494,723 | -88.4% | 4,375 | -87.8% | 0.01% | -89.1% |
| Q1 2024 | $4,266,852 | -36.1% | 35,754 | -39.9% | 0.05% | -41.0% |
| Q4 2023 | $6,682,102 | +42.3% | 59,465 | +26.7% | 0.08% | +36.8% |
| Q3 2023 | $4,697,333 | -48.1% | 46,935 | -48.3% | 0.06% | -40.6% |
| Q2 2023 | $9,045,407 | +86.9% | 90,771 | +81.8% | 0.10% | +60.0% |
| Q1 2023 | $4,840,890 | +468.7% | 49,922 | +478.7% | 0.06% | +100.0% |
| Q4 2022 | $851,226 | +111.7% | 8,627 | +86.3% | 0.03% | +87.5% |
| Q3 2022 | $402,000 | +45.1% | 4,630 | +52.6% | 0.02% | +45.5% |
| Q2 2022 | $277,000 | +18.9% | 3,035 | +39.3% | 0.01% | +37.5% |
| Q1 2022 | $233,000 | -68.5% | 2,179 | -69.0% | 0.01% | -68.0% |
| Q4 2021 | $739,000 | +55.6% | 7,029 | +46.4% | 0.02% | +47.1% |
| Q3 2021 | $475,000 | -34.6% | 4,802 | -34.0% | 0.02% | -41.4% |
| Q2 2021 | $726,000 | +92.1% | 7,275 | +81.8% | 0.03% | +81.2% |
| Q1 2021 | $378,000 | +1.6% | 4,001 | -15.9% | 0.02% | -5.9% |
| Q4 2020 | $372,000 | +39.3% | 4,759 | +9.9% | 0.02% | +21.4% |
| Q3 2020 | $267,000 | -21.5% | 4,332 | -24.6% | 0.01% | -22.2% |
| Q2 2020 | $340,000 | – | 5,742 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Armbruster Capital Management, Inc. | 426,742 | $48,251,744 | 10.02% |
| Sterling Manor Financial, LLC | 114,855 | $12,986,656 | 9.88% |
| Fortis Advisors, LLC | 55,840 | $6,313,778 | 4.20% |
| ANDERSON HOAGLAND & CO | 263,708 | $29,356,874 | 3.08% |
| MorganRosel Wealth Management, LLC | 59,295 | $6,704,486 | 2.37% |
| Smart Money Group LLC | 33,283 | $4,082,521 | 1.46% |
| Symmetry Partners, LLC | 176,694 | $19,979 | 1.03% |
| RWA WEALTH PARTNERS, LLC | 597,447 | $67,553,341 | 0.89% |
| Rockingstone Advisors LLC | 11,225 | $1,269,211 | 0.65% |
| Stokes Family Office, LLC | 46,784 | $5,289,826 | 0.62% |