VANGUARD WELLINGTON FD's ticker is VFVA and the CUSIP is 921935805. A total of 64 filers reported holding VANGUARD WELLINGTON FD in Q3 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CPWM, LLC | 13,992 | $1,010,000 | 0.14% |
| Pinnacle Wealth Management Advisory Group, LLC | 4,103 | $296,000 | 0.13% |
| RAYMOND JAMES TRUST N.A. | 23,335 | $1,685,000 | 0.10% |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 7,750 | $560,000 | 0.07% |
| Parkside Financial Bank & Trust | 477 | $34,000 | 0.01% |
| PINNACLE ASSOCIATES LTD | 5,223 | $377,000 | 0.01% |
| D.A. DAVIDSON & CO. | 4,935 | $356,000 | 0.01% |
| BLAIR WILLIAM & CO/IL | 3,687 | $266,000 | 0.00% |
| Citadel Advisors | 37,928 | $2,739,000 | 0.00% |
| JANE STREET GROUP, LLC | 6,367 | $460,000 | 0.00% |