Cassia Capital Partners, LLC - VANGUARD WELLINGTON FD ownership

VANGUARD WELLINGTON FD's ticker is VFMF and the CUSIP is 921935607. A total of 38 filers reported holding VANGUARD WELLINGTON FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Cassia Capital Partners, LLC ownership history of VANGUARD WELLINGTON FD
ValueSharesWeighting
Q3 2023$296,252
-7.7%
2,869
-7.1%
0.24%
-4.3%
Q2 2023$320,978
+8.1%
3,089
+3.1%
0.25%
+6.3%
Q1 2023$296,892
+19.3%
2,996
+18.9%
0.24%
+16.1%
Q4 2022$248,963
+16.9%
2,519
+3.6%
0.20%
+5.1%
Q3 2022$213,0002,4310.20%
Other shareholders
VANGUARD WELLINGTON FD shareholders Q4 2022
NameSharesValueWeighting ↓
ANDERSON HOAGLAND & CO 264,031$27,263,7943.64%
ABSOLUTE CAPITAL MANAGEMENT, LLC 24,893$2,570,4432.47%
Opus Capital Group, LLC 103,779$10,7161.90%
Seed Wealth Management, Inc. 7,950$820,9150.92%
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 10,996$1,135,4440.26%
Cassia Capital Partners, LLC 2,869$296,2520.24%
Walkner Condon Financial Advisors LLC 6,090$628,8520.17%
Geneos Wealth Management Inc. 30,057$3,103,6860.16%
Onyx Bridge Wealth Group LLC 6,317$652,3210.15%
Physician Wealth Advisors, Inc. 5,284$543,5380.14%
View complete list of VANGUARD WELLINGTON FD shareholders