VANGUARD WELLINGTON FD's ticker is VFMO and the CUSIP is 921935508. A total of 41 filers reported holding VANGUARD WELLINGTON FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $15,020 | +100033.3% | 100 | 0.0% | 0.01% | -14.3% |
| Q1 2024 | $15 | +15.4% | 100 | 0.0% | 0.01% | 0.0% |
| Q4 2023 | $13 | +18.2% | 100 | 0.0% | 0.01% | +16.7% |
| Q3 2023 | $11 | -8.3% | 100 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $12 | +9.1% | 100 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $11 | 0.0% | 100 | 0.0% | 0.01% | -14.3% |
| Q4 2022 | $11 | -99.9% | 100 | 0.0% | 0.01% | -12.5% |
| Q3 2022 | $11,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $11,000 | -15.4% | 100 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $13,000 | – | 100 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Newfound Research LLC | 23,516 | $2,914,000 | 6.75% |
| Strategic Financial Services, Inc. | 187,380 | $23,220,000 | 1.96% |
| ANDERSON HOAGLAND & CO | 51,071 | $6,329,000 | 0.90% |
| Fortis Advisors, LLC | 6,410 | $794,000 | 0.56% |
| Armbruster Capital Management, Inc. | 14,925 | $1,849,000 | 0.55% |
| Edge Capital Group, LLC | 36,066 | $4,469,000 | 0.37% |
| Fulcrum Equity Management | 2,828 | $350,000 | 0.14% |
| Graypoint LLC | 5,603 | $694,000 | 0.11% |
| Physician Wealth Advisors, Inc. | 1,762 | $223,000 | 0.07% |
| Chicago Partners Investment Group LLC | 4,052 | $525,000 | 0.04% |