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 | $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 ↓ |
|---|---|---|---|
| Armbruster Capital Management, Inc. | 425,620 | $36,961,000 | 10.54% |
| RWA WEALTH PARTNERS, LLC | 1,716,060 | $149,023,000 | 10.50% |
| Cassia Capital Partners, LLC | 87,641 | $7,611,000 | 6.97% |
| Compass Ion Advisors, LLC | 277,573 | $24,104,000 | 6.68% |
| Fortis Advisors, LLC | 99,825 | $6,132,000 | 4.38% |
| ANDERSON HOAGLAND & CO | 299,937 | $26,047,000 | 4.17% |
| Milestone Advisory Partners | 56,639 | $4,919,000 | 3.69% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 40,480 | $3,515,000 | 2.46% |
| Pacific Center for Financial Services | 60,495 | $5,253,000 | 2.06% |
| Symmetry Partners, LLC | 300,100 | $26,061,000 | 1.76% |