VANGUARD WELLINGTON FD's ticker is VFMV and the CUSIP is 921935409. A total of 1 filers reported holding VANGUARD WELLINGTON FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,795,779 | +2.6% | 81,065 | +8.3% | 1.57% | +8.2% |
| Q2 2023 | $7,598,535 | -4.9% | 74,825 | -7.9% | 1.45% | -12.0% |
| Q1 2023 | $7,991,511 | +9.0% | 81,231 | +9.0% | 1.65% | +4.2% |
| Q4 2022 | $7,330,696 | +1.6% | 74,514 | -7.9% | 1.59% | -2.0% |
| Q3 2022 | $7,214,000 | -8.8% | 80,909 | -1.5% | 1.62% | -7.1% |
| Q2 2022 | $7,909,000 | +39445.0% | 82,113 | +42667.2% | 1.74% | +43475.0% |
| Q1 2022 | $20,000 | 0.0% | 192 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $20,000 | – | 192 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ANDERSON HOAGLAND & CO | 154,899 | $13,811,000 | 2.21% |
| Destiny Wealth Partners, LLC | 80,909 | $7,214,000 | 1.62% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 6,392 | $570,000 | 0.18% |
| UMB Bank, n.a. | 86,526 | $7,715,000 | 0.13% |
| Autus Asset Management, LLC | 5,295 | $472,000 | 0.09% |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 1,475 | $132,000 | 0.07% |
| SeaCrest Wealth Management, LLC | 4,011 | $358,000 | 0.05% |
| AVANTAX ADVISORY SERVICES, INC. | 38,595 | $3,441,000 | 0.05% |
| Parkside Financial Bank & Trust | 1,381 | $123,000 | 0.04% |
| SRS Capital Advisors, Inc. | 732 | $65,000 | 0.01% |