VANGUARD WELLINGTON FD's ticker is VFMO and the CUSIP is 921935508. A total of 49 filers reported holding VANGUARD WELLINGTON FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,092,052 | -2.8% | 9,631 | +3.9% | 0.01% | 0.0% |
| Q2 2023 | $1,123,453 | +9.7% | 9,266 | +1.8% | 0.01% | 0.0% |
| Q1 2023 | $1,023,833 | +70.4% | 9,098 | +72.7% | 0.01% | +120.0% |
| Q4 2022 | $600,754 | -99.9% | 5,267 | -53.6% | 0.01% | -16.7% |
| Q3 2022 | $601,601,000 | +99668.0% | 11,360 | +100.8% | 0.01% | 0.0% |
| Q2 2022 | $603,000 | -16.6% | 5,657 | -1.0% | 0.01% | -25.0% |
| Q1 2022 | $723,000 | +2.1% | 5,716 | +7.5% | 0.01% | +14.3% |
| Q4 2021 | $708,000 | -10.5% | 5,319 | -13.6% | 0.01% | -12.5% |
| Q3 2021 | $791,000 | – | 6,153 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Newfound Research LLC | 15,593 | $1,757,000 | 4.52% |
| Strategic Financial Services, Inc, | 190,289 | $21,436,000 | 1.92% |
| Armbruster Capital Management, Inc. | 15,550 | $1,752,000 | 0.59% |
| Edge Capital Group, LLC | 36,709 | $4,135,000 | 0.35% |
| ANDERSON HOAGLAND & CO | 19,243 | $2,168,000 | 0.34% |
| Graypoint LLC | 5,283 | $595,000 | 0.10% |
| Physician Wealth Advisors, Inc. | 1,907 | $247,000 | 0.08% |
| Chicago Partners Investment Group LLC | 4,349 | $537,000 | 0.05% |
| Autus Asset Management, LLC | 2,435 | $274,000 | 0.04% |
| ATLAS CAPITAL ADVISORS LLC | 416 | $46,862,000 | 0.01% |