VANGUARD WELLINGTON FD's ticker is VFMF and the CUSIP is 921935607. A total of 38 filers reported holding VANGUARD WELLINGTON FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,059,995 | -99.9% | 10,725 | -54.2% | 0.01% | -18.2% |
| Q3 2022 | $1,028,027,000 | +98275.8% | 23,414 | +100.8% | 0.01% | 0.0% |
| Q2 2022 | $1,045,000 | -15.4% | 11,662 | -1.8% | 0.01% | -15.4% |
| Q1 2022 | $1,235,000 | +369.6% | 11,879 | +383.5% | 0.01% | +333.3% |
| Q4 2021 | $263,000 | +16.4% | 2,457 | +8.4% | 0.00% | +50.0% |
| Q3 2021 | $226,000 | – | 2,266 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ANDERSON HOAGLAND & CO | 219,089 | $22,300,000 | 2.92% |
| Opus Capital Group, LLC | 68,600 | $7,355,000 | 1.52% |
| Carroll Financial Associates, Inc. | 60,189 | $6,462,000 | 0.34% |
| Physician Wealth Advisors, Inc. | 8,237 | $884,000 | 0.23% |
| UMB Bank, n.a. | 131,982 | $14,150,000 | 0.18% |
| Claraphi Advisory Network, LLC | 3,753 | $402,000 | 0.14% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 2,500 | $268,000 | 0.07% |
| Coastline Trust Co | 3,600 | $386,000 | 0.04% |
| St. James Investment Advisors, LLC | 480 | $51,000 | 0.04% |
| Capital Advisors, Ltd. LLC | 760 | $81,000 | 0.01% |