VANGUARD WELLINGTON FD's ticker is VFVA and the CUSIP is 921935805. A total of 51 filers reported holding VANGUARD WELLINGTON FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,877,494 | -11.9% | 28,754 | -12.3% | 1.60% | -12.2% |
| Q2 2023 | $3,267,083 | -5.8% | 32,784 | -8.4% | 1.82% | -12.2% |
| Q1 2023 | $3,469,903 | -3.2% | 35,783 | -1.5% | 2.08% | -10.2% |
| Q4 2022 | $3,583,318 | +1.9% | 36,315 | -10.3% | 2.31% | -6.2% |
| Q3 2022 | $3,515,000 | -17.5% | 40,480 | -13.2% | 2.46% | -18.9% |
| Q2 2022 | $4,262,000 | -9.6% | 46,662 | +5.7% | 3.04% | -8.0% |
| Q1 2022 | $4,712,000 | +12.6% | 44,153 | +10.9% | 3.30% | +15.4% |
| Q4 2021 | $4,183,000 | -60.4% | 39,814 | -62.7% | 2.86% | -24.9% |
| Q3 2021 | $10,557,000 | +10.2% | 106,768 | +10.6% | 3.81% | -3.4% |
| Q2 2021 | $9,583,000 | +10.2% | 96,567 | +5.0% | 3.94% | -17.4% |
| Q1 2021 | $8,698,000 | +39.7% | 92,003 | +15.4% | 4.77% | +20.0% |
| Q4 2020 | $6,228,000 | – | 79,748 | – | 3.98% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CPWM, LLC | 13,992 | $1,010,000 | 0.14% |
| Pinnacle Wealth Management Advisory Group, LLC | 4,103 | $296,000 | 0.13% |
| RAYMOND JAMES TRUST N.A. | 23,335 | $1,685,000 | 0.10% |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 7,750 | $560,000 | 0.07% |
| Parkside Financial Bank & Trust | 477 | $34,000 | 0.01% |
| PINNACLE ASSOCIATES LTD | 5,223 | $377,000 | 0.01% |
| D.A. DAVIDSON & CO. | 4,935 | $356,000 | 0.01% |
| BLAIR WILLIAM & CO/IL | 3,687 | $266,000 | 0.00% |
| Citadel Advisors | 37,928 | $2,739,000 | 0.00% |
| JANE STREET GROUP, LLC | 6,367 | $460,000 | 0.00% |