Walkner Condon Financial Advisors LLC - VANGUARD WELLINGTON FD ownership

VANGUARD WELLINGTON FD's ticker is VFQY and the CUSIP is 921935706. A total of 42 filers reported holding VANGUARD WELLINGTON FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Walkner Condon Financial Advisors LLC ownership history of VANGUARD WELLINGTON FD
ValueSharesWeighting
Q3 2023$265,613
-1.5%
2,3650.0%0.07%
-1.4%
Q2 2023$269,761
+5.3%
2,3650.0%0.07%
-1.4%
Q1 2023$256,200
+3.3%
2,3650.0%0.07%
-2.7%
Q4 2022$247,968
+10.2%
2,3650.0%0.07%
+1.4%
Q3 2022$225,000
-3.0%
2,3650.0%0.07%0.0%
Q2 2022$232,000
-99.9%
2,3650.0%0.07%
-6.4%
Q1 2022$275,000,000
-4.2%
2,365
+4.2%
0.08%
-58.3%
Q4 2021$287,000,0002,2700.19%
Other shareholders
VANGUARD WELLINGTON FD shareholders Q1 2022
NameSharesValueWeighting ↓
Armbruster Capital Management, Inc. 114,289$11,393,0003.82%
Symmetry Partners, LLC 114,409$11,405,0000.88%
Coastline Trust Co 17,026$1,698,0000.23%
Capital Advisors, Ltd. LLC 4,542$453,0000.10%
Destiny Wealth Partners, LLC 3,129$312,0000.06%
Laurel Wealth Advisors, Inc. 2,791$278,0000.04%
QCI ASSET MANAGEMENT INC/NY 6,400$638,0000.04%
Center for Financial Planning, Inc. 900$90,0000.02%
D.A. DAVIDSON & CO. 5,435$542,0000.01%
EATON VANCE MANAGEMENT 22,720$2,264,0000.00%
View complete list of VANGUARD WELLINGTON FD shareholders