VANGUARD WELLINGTON FD's ticker is VFVA and the CUSIP is 921935805. A total of 70 filers reported holding VANGUARD WELLINGTON FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
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. | 373,627 | $35,308,000 | 10.46% |
| Cassia Capital Partners, LLC | 63,441 | $5,995,000 | 5.42% |
| Paragon Wealth Strategies, LLC | 173,480 | $16,394,000 | 4.98% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 92,003 | $8,698,000 | 4.77% |
| Fortis Advisors, LLC | 55,825 | $5,275,000 | 3.75% |
| ANDERSON HOAGLAND & CO | 240,179 | $22,697,000 | 3.21% |
| Compass Ion Advisors, LLC | 65,775 | $6,216,000 | 2.56% |
| Symmetry Partners, LLC | 300,100 | $28,359,000 | 2.04% |
| Andesa Financial Management Inc. | 34,532 | $3,263,000 | 1.06% |
| PEAK FINANCIAL ADVISORS LLC | 8,242 | $779,000 | 0.66% |