VANGUARD WELLINGTON FD's ticker is VFQY and the CUSIP is 921935706. A total of 54 filers reported holding VANGUARD WELLINGTON FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Armbruster Capital Management, Inc. | 116,968 | $13,669,000 | 3.91% |
| Milestone Advisory Partners | 34,010 | $3,974,000 | 2.34% |
| Symmetry Partners, LLC | 114,409 | $13,466,000 | 0.89% |
| Cardan Capital Partners, LLC | 60,429 | $7,062,000 | 0.79% |
| Coastline Trust Co | 15,666 | $1,831,000 | 0.23% |
| Mosaic Family Wealth, LLC | 6,928 | $810,000 | 0.22% |
| Capital Advisors, Ltd. LLC | 6,366 | $744,000 | 0.13% |
| Secure Asset Management, LLC | 1,762 | $206,000 | 0.10% |
| Destiny Wealth Partners, LLC | 3,129 | $366,000 | 0.07% |
| Laurel Wealth Advisors, Inc. | 2,791 | $326,000 | 0.06% |