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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,732,113 | -4.5% | 17,307 | -4.9% | 0.14% | -3.4% |
| Q2 2023 | $1,813,693 | +4.0% | 18,201 | +1.2% | 0.14% | -2.0% |
| Q1 2023 | $1,743,762 | +100463.0% | 17,982 | +2.3% | 0.15% | -7.5% |
| Q4 2022 | $1,734 | -99.9% | 17,571 | +2.4% | 0.16% | +3.2% |
| Q3 2022 | $1,491,000 | +3.5% | 17,166 | +8.9% | 0.16% | +20.2% |
| Q2 2022 | $1,440,000 | +74.5% | 15,768 | +104.0% | 0.13% | +95.5% |
| Q1 2022 | $825,000 | +23.0% | 7,728 | +21.1% | 0.07% | +20.0% |
| Q4 2021 | $671,000 | +13.0% | 6,383 | +6.2% | 0.06% | -9.8% |
| Q3 2021 | $594,000 | +25.8% | 6,009 | +27.1% | 0.06% | +29.8% |
| Q2 2021 | $472,000 | +63.9% | 4,727 | +55.1% | 0.05% | +56.7% |
| Q1 2021 | $288,000 | – | 3,048 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CPWM, LLC | 13,992 | $1,010,000 | 0.14% |
| Pinnacle Wealth Management Advisory Group, LLC | 4,103 | $296,000 | 0.13% |
| RAYMOND JAMES TRUST N.A. | 23,335 | $1,685,000 | 0.10% |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 7,750 | $560,000 | 0.07% |
| Parkside Financial Bank & Trust | 477 | $34,000 | 0.01% |
| PINNACLE ASSOCIATES LTD | 5,223 | $377,000 | 0.01% |
| D.A. DAVIDSON & CO. | 4,935 | $356,000 | 0.01% |
| BLAIR WILLIAM & CO/IL | 3,687 | $266,000 | 0.00% |
| Citadel Advisors | 37,928 | $2,739,000 | 0.00% |
| JANE STREET GROUP, LLC | 6,367 | $460,000 | 0.00% |