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. | 429,032 | $48,339,057 | 11.01% |
| Fortis Advisors, LLC | 56,189 | $6,330,856 | 4.30% |
| ANDERSON HOAGLAND & CO | 250,128 | $27,246,447 | 3.34% |
| MorganRosel Wealth Management, LLC | 55,724 | $6,278,423 | 2.43% |
| Smart Money Group LLC | 34,175 | $3,850,553 | 1.68% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 27,291 | $3,074,822 | 1.52% |
| Symmetry Partners, LLC | 193,944 | $22,001 | 1.19% |
| RWA WEALTH PARTNERS, LLC | 617,620 | $69,587,288 | 0.99% |
| Rockingstone Advisors LLC | 12,370 | $1,393,728 | 0.78% |
| Stokes Family Office, LLC | 38,868 | $4,379,232 | 0.59% |