VANGUARD WELLINGTON FD's ticker is VFMO and the CUSIP is 921935508. A total of 81 filers reported holding VANGUARD WELLINGTON FD in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,675,932 | +10.4% | 11,158 | +11.2% | 0.01% | -10.0% |
| Q1 2024 | $1,518,327 | +20.1% | 10,037 | +4.2% | 0.01% | 0.0% |
| Q4 2023 | $1,264,666 | +15.8% | 9,633 | +0.0% | 0.01% | -9.1% |
| 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 ↓ |
|---|---|---|---|
| Systelligence, LLC | 110,326 | $13,376,443 | 4.23% |
| Strategic Financial Services, Inc. | 263,497 | $31,600,662 | 2.36% |
| CABOT WEALTH MANAGEMENT INC | 129,512 | $15,703 | 2.34% |
| Frisch Financial Group, Inc. | 39,104 | $4,741 | 2.27% |
| ANDERSON HOAGLAND & CO | 143,048 | $17,343,809 | 2.23% |
| RITHOLTZ WEALTH MANAGEMENT | 382,852 | $46,418,719 | 2.09% |
| LINCOLN CAPITAL CORP | 25,266 | $3,063,369 | 1.57% |
| Nova R Wealth, Inc. | 13,801 | $1,673,264 | 1.12% |
| Armbruster Capital Management, Inc. | 36,515 | $4,427,250 | 1.09% |
| DAVIDSON INVESTMENT ADVISORS | 80,910 | $9,809,909 | 0.62% |