VANGUARD WELLINGTON FD's ticker is VFVA and the CUSIP is 921935805. A total of 70 filers reported holding VANGUARD WELLINGTON FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Armbruster Capital Management, Inc. | 422,629 | $42,296,759 | 10.68% |
| Milestone Advisory Partners | 71,265 | $7,132,201 | 5.93% |
| Fortis Advisors, LLC | 56,327 | $5,637,236 | 3.99% |
| ANDERSON HOAGLAND & CO | 247,489 | $24,768,730 | 3.31% |
| MorganRosel Wealth Management, LLC | 60,095 | $6,014,308 | 2.51% |
| Pacific Center for Financial Services | 57,505 | $5,755,061 | 1.96% |
| Smart Money Group LLC | 35,382 | $3,541,068 | 1.68% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 28,754 | $2,877,494 | 1.60% |
| RWA WEALTH PARTNERS, LLC | 626,550 | $62,705,159 | 1.37% |
| Symmetry Partners, LLC | 206,355 | $20,652 | 1.12% |