VANGUARD WELLINGTON FD's ticker is VFQY and the CUSIP is 921935706. A total of 20 filers reported holding VANGUARD WELLINGTON FD in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $101,079 | -1.5% | 900 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $102,658 | +5.3% | 900 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $97,497 | +3.3% | 900 | 0.0% | 0.02% | -4.3% |
| Q4 2022 | $94,364 | +9.7% | 900 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $86,000 | -2.3% | 900 | 0.0% | 0.02% | +4.5% |
| Q2 2022 | $88,000 | -16.2% | 900 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $105,000 | -7.9% | 900 | 0.0% | 0.02% | -4.3% |
| Q4 2021 | $114,000 | +8.6% | 900 | 0.0% | 0.02% | -11.5% |
| Q3 2021 | $105,000 | -1.9% | 900 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $107,000 | +5.9% | 900 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $101,000 | +12.2% | 900 | 0.0% | 0.03% | +4.0% |
| Q4 2020 | $90,000 | +20.0% | 900 | 0.0% | 0.02% | +4.2% |
| Q3 2020 | $75,000 | -11.8% | 900 | -16.4% | 0.02% | -20.0% |
| Q2 2020 | $85,000 | -54.3% | 1,077 | -63.2% | 0.03% | -52.4% |
| Q1 2020 | $186,000 | – | 2,926 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Armbruster Capital Management, Inc. | 181,720 | $20,408,989 | 5.16% |
| Hobart Private Capital, LLC | 115,691 | $12,993,256 | 4.93% |
| Professional Financial Advisors, LLC | 23,102 | $2,594,626 | 1.17% |
| GYL FINANCIAL SYNERGIES, LLC | 67,849 | $7,620,109 | 0.74% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 9,185 | $1,031,567 | 0.70% |
| Symmetry Partners, LLC | 102,940 | $11,561 | 0.63% |
| BEACON FINANCIAL PLANNING, INC | 3,324 | $373,269 | 0.32% |
| Capital Advisors, Ltd. LLC | 17,971 | $2,018 | 0.31% |
| Coastline Trust Co | 16,395 | $1,841,322 | 0.27% |
| Foundations Investment Advisors, LLC | 67,382 | $7,567,641 | 0.23% |