Milestone Advisory Partners - VANGUARD WELLINGTON FD ownership

VANGUARD WELLINGTON FD's ticker is VFQY and the CUSIP is 921935706. A total of 43 filers reported holding VANGUARD WELLINGTON FD in Q2 2022. 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 Q2 2022
NameSharesValueWeighting ↓
Armbruster Capital Management, Inc. 181,720$20,408,9895.16%
Hobart Private Capital, LLC 115,691$12,993,2564.93%
Professional Financial Advisors, LLC 23,102$2,594,6261.17%
GYL FINANCIAL SYNERGIES, LLC 67,849$7,620,1090.74%
INTERACTIVE FINANCIAL ADVISORS, INC. 9,185$1,031,5670.70%
Symmetry Partners, LLC 102,940$11,5610.63%
BEACON FINANCIAL PLANNING, INC 3,324$373,2690.32%
Capital Advisors, Ltd. LLC 17,971$2,0180.31%
Coastline Trust Co 16,395$1,841,3220.27%
Foundations Investment Advisors, LLC 67,382$7,567,6410.23%
View complete list of VANGUARD WELLINGTON FD shareholders