VANGUARD WELLINGTON FD's ticker is VFQY and the CUSIP is 921935706. A total of 4 filers reported holding VANGUARD WELLINGTON FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $427,279 | -1.4% | 3,804 | +0.1% | 0.12% | -1.6% |
| Q2 2023 | $433,564 | +5.4% | 3,801 | +0.1% | 0.12% | -1.6% |
| Q1 2023 | $411,309 | +3.4% | 3,797 | +0.1% | 0.12% | +1.6% |
| Q4 2022 | $397,702 | +11.7% | 3,793 | +1.4% | 0.12% | +1.7% |
| Q3 2022 | $356,000 | -9.0% | 3,739 | -6.2% | 0.12% | -3.2% |
| Q2 2022 | $391,000 | -21.3% | 3,987 | -6.8% | 0.12% | -20.9% |
| Q1 2022 | $497,000 | -9.3% | 4,280 | -1.4% | 0.16% | -13.7% |
| Q4 2021 | $548,000 | – | 4,340 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Armbruster Capital Management, Inc. | 168,016 | $16,004,000 | 4.56% |
| Compass Advisory Group LLC | 78,136 | $7,442,000 | 4.17% |
| GYL FINANCIAL SYNERGIES, LLC | 97,117 | $9,250,000 | 2.52% |
| Curran Financial Partners, LLC | 27,306 | $2,601,000 | 1.32% |
| Professional Financial Advisors, LLC | 20,681 | $1,970,000 | 1.22% |
| Symmetry Partners, LLC | 116,640 | $11,110,000 | 0.75% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 8,220 | $783,000 | 0.46% |
| Andesa Financial Management Inc. | 12,000 | $1,144,000 | 0.40% |
| Capital Advisors, Ltd. LLC | 19,755 | $1,882,000 | 0.37% |
| Coastline Trust Co | 16,586 | $1,580,000 | 0.25% |