VANGUARD WELLINGTON FD's ticker is VFMO and the CUSIP is 921935508. A total of 56 filers reported holding VANGUARD WELLINGTON FD in Q4 2022. 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 ↓ |
|---|---|---|---|
| CABOT WEALTH MANAGEMENT INC | 124,724 | $14,226 | 2.40% |
| ANDERSON HOAGLAND & CO | 138,019 | $15,879,114 | 2.31% |
| Strategic Financial Services, Inc, | 252,290 | $28,776,242 | 2.30% |
| RITHOLTZ WEALTH MANAGEMENT | 345,507 | $39,408,551 | 2.20% |
| Meredith Wealth Planning | 21,222 | $2,420,583 | 2.08% |
| Frisch Financial Group, Inc. | 35,253 | $4,021 | 1.51% |
| Systelligence, LLC | 38,481 | $4,389,143 | 1.14% |
| Nova R Wealth, Inc. | 11,131 | $1,269,551 | 0.93% |
| Silicon Hills Wealth Management, LLC | 9,584 | $1,093,196 | 0.81% |
| Armbruster Capital Management, Inc. | 26,390 | $3,010,043 | 0.78% |