VANGUARD WELLINGTON FD's ticker is VFVA and the CUSIP is 921935805. A total of 52 filers reported holding VANGUARD WELLINGTON FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $454,463 | -2.6% | 4,541 | -3.0% | 0.00% | -20.0% |
| Q2 2023 | $466,561 | +3.5% | 4,682 | +0.7% | 0.01% | 0.0% |
| Q1 2023 | $450,727 | -2.1% | 4,648 | -0.4% | 0.01% | +25.0% |
| Q4 2022 | $460,592 | -99.9% | 4,668 | -45.2% | 0.00% | 0.0% |
| Q3 2022 | $370,370,000 | +144012.8% | 8,520 | +254.4% | 0.00% | +33.3% |
| Q1 2022 | $257,000 | +2.8% | 2,404 | +1.2% | 0.00% | 0.0% |
| Q4 2021 | $250,000 | -15.8% | 2,376 | -21.0% | 0.00% | 0.0% |
| Q3 2021 | $297,000 | +37.5% | 3,007 | +39.2% | 0.00% | +50.0% |
| Q2 2021 | $216,000 | – | 2,160 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Armbruster Capital Management, Inc. | 361,584 | $35,753,000 | 10.22% |
| Paragon Wealth Strategies, LLC | 279,980 | $27,684,000 | 7.38% |
| Compass Ion Advisors, LLC | 119,227 | $11,789,000 | 4.24% |
| Frank, Rimerman Advisors LLC | 100,000 | $9,887,970 | 3.82% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 106,768 | $10,557,000 | 3.81% |
| Fortis Advisors, LLC | 89,773 | $5,674,000 | 3.47% |
| ANDERSON HOAGLAND & CO | 248,548 | $24,576,000 | 3.13% |
| MorganRosel Wealth Management, LLC | 47,164 | $4,664,000 | 2.55% |
| Symmetry Partners, LLC | 300,100 | $30,355,000 | 2.00% |
| Andesa Financial Management Inc. | 22,110 | $2,188,000 | 1.19% |