VANGUARD WELLINGTON FD's ticker is VFVA and the CUSIP is 921935805. A total of 54 filers reported holding VANGUARD WELLINGTON FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Armbruster Capital Management, Inc. | 373,627 | $35,308,000 | 10.46% |
| Cassia Capital Partners, LLC | 63,441 | $5,995,000 | 5.42% |
| Paragon Wealth Strategies, LLC | 173,480 | $16,394,000 | 4.98% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 92,003 | $8,698,000 | 4.77% |
| Fortis Advisors, LLC | 55,825 | $5,275,000 | 3.75% |
| ANDERSON HOAGLAND & CO | 240,179 | $22,697,000 | 3.21% |
| Compass Ion Advisors, LLC | 65,775 | $6,216,000 | 2.56% |
| Symmetry Partners, LLC | 300,100 | $28,359,000 | 2.04% |
| Andesa Financial Management Inc. | 34,532 | $3,263,000 | 1.06% |
| PEAK FINANCIAL ADVISORS LLC | 8,242 | $779,000 | 0.66% |