VANGUARD WELLINGTON FD's ticker is VFVA and the CUSIP is 921935805. A total of 71 filers reported holding VANGUARD WELLINGTON FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $7,132,201 | +26.0% | 71,265 | +25.4% | 5.93% | +15.8% |
Q2 2023 | $5,661,415 | +4.4% | 56,813 | +1.6% | 5.12% | +2.5% |
Q1 2023 | $5,420,526 | -1.0% | 55,899 | +0.8% | 5.00% | +22.8% |
Q4 2022 | $5,473,620 | +11.3% | 55,474 | -2.1% | 4.07% | +10.4% |
Q3 2022 | $4,919,000 | -5.0% | 56,639 | +1.0% | 3.69% | -12.1% |
Q2 2022 | $5,179,000 | -17.6% | 56,072 | -4.7% | 4.20% | +23.8% |
Q1 2022 | $6,282,000 | +179.4% | 58,863 | +175.1% | 3.39% | +198.5% |
Q4 2021 | $2,248,000 | +18.1% | 21,398 | +11.2% | 1.14% | +1.5% |
Q3 2021 | $1,903,000 | +6.1% | 19,244 | +7.0% | 1.12% | +18.2% |
Q2 2021 | $1,794,000 | – | 17,984 | – | 0.95% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Armbruster Capital Management, Inc. | 422,629 | $42,296,759 | 10.68% |
Milestone Advisory Partners | 71,265 | $7,132,201 | 5.93% |
Fortis Advisors, LLC | 56,327 | $5,637,236 | 3.99% |
ANDERSON HOAGLAND & CO | 247,489 | $24,768,730 | 3.31% |
MorganRosel Wealth Management, LLC | 60,095 | $6,014,308 | 2.51% |
Pacific Center for Financial Services | 57,505 | $5,755,061 | 1.96% |
Smart Money Group LLC | 35,382 | $3,541,068 | 1.68% |
SOUNDMARK WEALTH MANAGEMENT, LLC | 28,754 | $2,877,494 | 1.60% |
RWA WEALTH PARTNERS, LLC | 626,550 | $62,705,159 | 1.37% |
Symmetry Partners, LLC | 206,355 | $20,652 | 1.12% |