VANGUARD WELLINGTON FD's ticker is VFVA and the CUSIP is 921935805. A total of 66 filers reported holding VANGUARD WELLINGTON FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
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. | 422,629 | $42,296,759 | 10.68% |
| Milestone Advisory Partners | 71,265 | $7,132,201 | 5.93% |
| Fortis Advisors, LLC | 56,327 | $5,637,236 | 3.99% |
| ANDERSON HOAGLAND & CO | 247,489 | $24,768,730 | 3.31% |
| MorganRosel Wealth Management, LLC | 60,095 | $6,014,308 | 2.51% |
| Pacific Center for Financial Services | 57,505 | $5,755,061 | 1.96% |
| Smart Money Group LLC | 35,382 | $3,541,068 | 1.68% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 28,754 | $2,877,494 | 1.60% |
| RWA WEALTH PARTNERS, LLC | 626,550 | $62,705,159 | 1.37% |
| Symmetry Partners, LLC | 206,355 | $20,652 | 1.12% |