VANGUARD WELLINGTON FD's ticker is VFQY and the CUSIP is 921935706. A total of 37 filers reported holding VANGUARD WELLINGTON FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $419,583 | -2.1% | 3,129 | 0.0% | 0.08% | -2.6% |
| Q1 2024 | $428,454 | +11.0% | 3,129 | 0.0% | 0.08% | +6.9% |
| Q4 2023 | $385,870 | +9.8% | 3,129 | 0.0% | 0.07% | +1.4% |
| Q3 2023 | $351,418 | -4.6% | 3,129 | 0.0% | 0.07% | +1.4% |
| Q2 2023 | $368,302 | +8.7% | 3,129 | 0.0% | 0.07% | 0.0% |
| Q1 2023 | $338,965 | +3.3% | 3,129 | 0.0% | 0.07% | -1.4% |
| Q4 2022 | $328,073 | +10.1% | 3,129 | 0.0% | 0.07% | +6.0% |
| Q3 2022 | $298,000 | -2.6% | 3,129 | 0.0% | 0.07% | 0.0% |
| Q2 2022 | $306,000 | -15.9% | 3,129 | 0.0% | 0.07% | -5.6% |
| Q1 2022 | $364,000 | -7.8% | 3,129 | 0.0% | 0.07% | -6.6% |
| Q4 2021 | $395,000 | +7.9% | 3,129 | 0.0% | 0.08% | +4.1% |
| Q3 2021 | $366,000 | -1.6% | 3,129 | 0.0% | 0.07% | +2.8% |
| Q2 2021 | $372,000 | +6.0% | 3,129 | 0.0% | 0.07% | -2.7% |
| Q1 2021 | $351,000 | +12.5% | 3,129 | 0.0% | 0.07% | +12.3% |
| Q4 2020 | $312,000 | – | 3,129 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cedar Point Capital Partners, LLC | 70,612 | $9,468,761 | 7.08% |
| Armbruster Capital Management, Inc. | 182,552 | $24,479,321 | 5.08% |
| Systelligence, LLC | 127,162 | $17,051,776 | 4.54% |
| Hobart Private Capital, LLC | 59,046 | $7,917,767 | 2.25% |
| BEACON FINANCIAL PLANNING, INC | 13,977 | $1,874,301 | 1.27% |
| Professional Financial Advisors, LLC | 24,014 | $3,220,175 | 0.89% |
| GYL FINANCIAL SYNERGIES, LLC | 67,379 | $9,035,176 | 0.70% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 8,326 | $1,116,474 | 0.62% |
| Symmetry Partners, LLC | 72,716 | $9,751 | 0.50% |
| Journey Advisory Group, LLC | 30,691 | $4,115,507 | 0.49% |