VANGUARD WELLINGTON FD's ticker is VFVA and the CUSIP is 921935805. A total of 69 filers reported holding VANGUARD WELLINGTON FD in Q1 2023. 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% | – |
Download |
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% |