St. James Investment Advisors, LLC - VANGUARD WELLINGTON FD ownership

VANGUARD WELLINGTON FD's ticker is VFMF and the CUSIP is 921935607. A total of 32 filers reported holding VANGUARD WELLINGTON FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
St. James Investment Advisors, LLC ownership history of VANGUARD WELLINGTON FD
ValueSharesWeighting
Q4 2022$82,032
+355.7%
830
+315.0%
0.15%
+284.6%
Q3 2022$18,000
-56.1%
200
-55.7%
0.04%
-53.0%
Q2 2022$41,000
-19.6%
451
-6.0%
0.08%
+118.4%
Q4 2021$51,0004800.04%
Other shareholders
VANGUARD WELLINGTON FD shareholders Q2 2022
NameSharesValueWeighting ↓
ANDERSON HOAGLAND & CO 219,089$22,300,0002.92%
Opus Capital Group, LLC 68,600$7,355,0001.52%
Carroll Financial Associates, Inc. 60,189$6,462,0000.34%
Physician Wealth Advisors, Inc. 8,237$884,0000.23%
UMB Bank, n.a. 131,982$14,150,0000.18%
Claraphi Advisory Network, LLC 3,753$402,0000.14%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 2,500$268,0000.07%
Coastline Trust Co 3,600$386,0000.04%
St. James Investment Advisors, LLC 480$51,0000.04%
Capital Advisors, Ltd. LLC 760$81,0000.01%
View complete list of VANGUARD WELLINGTON FD shareholders