VANGUARD WELLINGTON FD's ticker is VFVA and the CUSIP is 921935805. A total of 1 filers reported holding VANGUARD WELLINGTON FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
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 ↓ |
|---|---|---|---|
| Armbruster Capital Management, Inc. | 361,584 | $35,753,000 | 10.22% |
| Paragon Wealth Strategies, LLC | 279,980 | $27,684,000 | 7.38% |
| Compass Ion Advisors, LLC | 119,227 | $11,789,000 | 4.24% |
| Frank, Rimerman Advisors LLC | 100,000 | $9,887,970 | 3.82% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 106,768 | $10,557,000 | 3.81% |
| Fortis Advisors, LLC | 89,773 | $5,674,000 | 3.47% |
| ANDERSON HOAGLAND & CO | 248,548 | $24,576,000 | 3.13% |
| MorganRosel Wealth Management, LLC | 47,164 | $4,664,000 | 2.55% |
| Symmetry Partners, LLC | 300,100 | $30,355,000 | 2.00% |
| Andesa Financial Management Inc. | 22,110 | $2,188,000 | 1.19% |