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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $265,613 | -1.5% | 2,365 | 0.0% | 0.07% | -1.4% |
Q2 2023 | $269,761 | +5.3% | 2,365 | 0.0% | 0.07% | -1.4% |
Q1 2023 | $256,200 | +3.3% | 2,365 | 0.0% | 0.07% | -2.7% |
Q4 2022 | $247,968 | +10.2% | 2,365 | 0.0% | 0.07% | +1.4% |
Q3 2022 | $225,000 | -3.0% | 2,365 | 0.0% | 0.07% | 0.0% |
Q2 2022 | $232,000 | -99.9% | 2,365 | 0.0% | 0.07% | -6.4% |
Q1 2022 | $275,000,000 | -4.2% | 2,365 | +4.2% | 0.08% | -58.3% |
Q4 2021 | $287,000,000 | – | 2,270 | – | 0.19% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Armbruster Capital Management, Inc. | 114,289 | $11,393,000 | 3.82% |
Symmetry Partners, LLC | 114,409 | $11,405,000 | 0.88% |
Coastline Trust Co | 17,026 | $1,698,000 | 0.23% |
Capital Advisors, Ltd. LLC | 4,542 | $453,000 | 0.10% |
Destiny Wealth Partners, LLC | 3,129 | $312,000 | 0.06% |
Laurel Wealth Advisors, Inc. | 2,791 | $278,000 | 0.04% |
QCI ASSET MANAGEMENT INC/NY | 6,400 | $638,000 | 0.04% |
Center for Financial Planning, Inc. | 900 | $90,000 | 0.02% |
D.A. DAVIDSON & CO. | 5,435 | $542,000 | 0.01% |
EATON VANCE MANAGEMENT | 22,720 | $2,264,000 | 0.00% |