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 | $229,684 | -11.8% | 2,295 | -12.2% | 0.19% | -8.3% |
| Q2 2023 | $260,485 | -97.0% | 2,614 | -97.1% | 0.20% | -97.1% |
| Q1 2023 | $8,717,578 | -1.4% | 89,900 | +0.3% | 7.00% | -3.7% |
| Q4 2022 | $8,843,769 | +16.2% | 89,630 | +2.3% | 7.27% | +4.2% |
| Q3 2022 | $7,611,000 | +20.0% | 87,641 | +26.2% | 6.97% | +10.1% |
| Q2 2022 | $6,342,000 | -17.9% | 69,438 | -4.1% | 6.33% | +2.3% |
| Q1 2022 | $7,727,000 | +0.2% | 72,409 | -1.4% | 6.19% | +19.5% |
| Q4 2021 | $7,713,000 | +8.1% | 73,406 | +2.6% | 5.18% | -3.4% |
| Q2 2021 | $7,138,000 | +19.1% | 71,541 | +12.8% | 5.37% | -1.1% |
| Q1 2021 | $5,995,000 | +441.1% | 63,441 | +347.3% | 5.42% | +407.0% |
| Q4 2020 | $1,108,000 | – | 14,184 | – | 1.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Armbruster Capital Management, Inc. | 373,627 | $35,308,000 | 10.46% |
| Cassia Capital Partners, LLC | 63,441 | $5,995,000 | 5.42% |
| Paragon Wealth Strategies, LLC | 173,480 | $16,394,000 | 4.98% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 92,003 | $8,698,000 | 4.77% |
| Fortis Advisors, LLC | 55,825 | $5,275,000 | 3.75% |
| ANDERSON HOAGLAND & CO | 240,179 | $22,697,000 | 3.21% |
| Compass Ion Advisors, LLC | 65,775 | $6,216,000 | 2.56% |
| Symmetry Partners, LLC | 300,100 | $28,359,000 | 2.04% |
| Andesa Financial Management Inc. | 34,532 | $3,263,000 | 1.06% |
| PEAK FINANCIAL ADVISORS LLC | 8,242 | $779,000 | 0.66% |