Milestone Advisory Partners - VANGUARD WELLINGTON FD ownership

VANGUARD WELLINGTON FD's ticker is VFQY and the CUSIP is 921935706. A total of 37 filers reported holding VANGUARD WELLINGTON FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Milestone Advisory Partners ownership history of VANGUARD WELLINGTON FD
ValueSharesWeighting
Q1 2022$301,000
-93.3%
2,588
-92.7%
0.16%
-92.8%
Q4 2021$4,462,000
+12.3%
35,345
+3.9%
2.25%
-3.5%
Q3 2021$3,974,000
-2.0%
34,010
-0.3%
2.34%
+9.2%
Q2 2021$4,057,00034,1202.14%
Other shareholders
VANGUARD WELLINGTON FD shareholders Q4 2021
NameSharesValueWeighting ↓
Armbruster Capital Management, Inc. 116,968$13,669,0003.91%
Milestone Advisory Partners 34,010$3,974,0002.34%
Symmetry Partners, LLC 114,409$13,466,0000.89%
Cardan Capital Partners, LLC 60,429$7,062,0000.79%
Coastline Trust Co 15,666$1,831,0000.23%
Mosaic Family Wealth, LLC 6,928$810,0000.22%
Capital Advisors, Ltd. LLC 6,366$744,0000.13%
Secure Asset Management, LLC 1,762$206,0000.10%
Destiny Wealth Partners, LLC 3,129$366,0000.07%
Laurel Wealth Advisors, Inc. 2,791$326,0000.06%
View complete list of VANGUARD WELLINGTON FD shareholders