TECTONIC ADVISORS LLC - VANGUARD WELLINGTON FD ownership

VANGUARD WELLINGTON FD's ticker is VFMO and the CUSIP is 921935508. A total of 64 filers reported holding VANGUARD WELLINGTON FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
TECTONIC ADVISORS LLC ownership history of VANGUARD WELLINGTON FD
ValueSharesWeighting
Q3 2023$507,264
-12.9%
4,474
-6.8%
0.05%
-33.3%
Q2 2023$582,066
-0.7%
4,801
-7.9%
0.07%
-10.0%
Q1 2023$586,314
+39.3%
5,210
+41.2%
0.08%
+23.1%
Q4 2022$420,8813,6900.06%
Other shareholders
VANGUARD WELLINGTON FD shareholders Q3 2023
NameSharesValueWeighting ↓
Newfound Research LLC 39,875$5,129,0008.30%
RITHOLTZ WEALTH MANAGEMENT 268,622$34,550,0002.40%
Strategic Financial Services, Inc, 197,071$25,347,0002.00%
ANDERSON HOAGLAND & CO 73,406$9,441,0001.20%
Richard P Slaughter Associates Inc 19,065$2,452,0000.97%
Fortis Advisors, LLC 7,515$967,0000.59%
Armbruster Capital Management, Inc. 11,975$1,540,0000.44%
Edge Capital Group, LLC 33,894$4,359,0000.35%
Tillar-Wenstrup Advisors, LLC 4,764$613,0000.28%
Mosaic Family Wealth, LLC 6,224$801,0000.22%
View complete list of VANGUARD WELLINGTON FD shareholders