Corient Private Wealth LLC - VANGUARD WELLINGTON FD ownership

VANGUARD WELLINGTON FD's ticker is VFQY and the CUSIP is 921935706. A total of 55 filers reported holding VANGUARD WELLINGTON FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Corient Private Wealth LLC ownership history of VANGUARD WELLINGTON FD
ValueSharesWeighting
Q3 2023$1,328,896
-1.2%
11,832
+0.3%
0.00%0.0%
Q2 2023$1,345,137
+5.7%
11,793
+0.4%
0.00%0.0%
Q1 2023$1,272,15011,7430.00%
Other shareholders
VANGUARD WELLINGTON FD shareholders Q1 2023
NameSharesValueWeighting ↓
Armbruster Capital Management, Inc. 116,968$13,669,0003.91%
Milestone Advisory Partners 34,010$3,974,0002.34%
Symmetry Partners, LLC 114,409$13,466,0000.89%
Cardan Capital Partners, LLC 60,429$7,062,0000.79%
Coastline Trust Co 15,666$1,831,0000.23%
Mosaic Family Wealth, LLC 6,928$810,0000.22%
Capital Advisors, Ltd. LLC 6,366$744,0000.13%
Secure Asset Management, LLC 1,762$206,0000.10%
Destiny Wealth Partners, LLC 3,129$366,0000.07%
Laurel Wealth Advisors, Inc. 2,791$326,0000.06%
View complete list of VANGUARD WELLINGTON FD shareholders