VANGUARD WELLINGTON FD's ticker is VFQY and the CUSIP is 921935706. A total of 4 filers reported holding VANGUARD WELLINGTON FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| Armbruster Capital Management, Inc. | 181,720 | $20,408,989 | 5.16% |
| Hobart Private Capital, LLC | 115,691 | $12,993,256 | 4.93% |
| Professional Financial Advisors, LLC | 23,102 | $2,594,626 | 1.17% |
| GYL FINANCIAL SYNERGIES, LLC | 67,849 | $7,620,109 | 0.74% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 9,185 | $1,031,567 | 0.70% |
| Symmetry Partners, LLC | 102,940 | $11,561 | 0.63% |
| BEACON FINANCIAL PLANNING, INC | 3,324 | $373,269 | 0.32% |
| Capital Advisors, Ltd. LLC | 17,971 | $2,018 | 0.31% |
| Coastline Trust Co | 16,395 | $1,841,322 | 0.27% |
| Foundations Investment Advisors, LLC | 67,382 | $7,567,641 | 0.23% |