VANGUARD WELLINGTON FD's ticker is VFVA and the CUSIP is 921935805. A total of 71 filers reported holding VANGUARD WELLINGTON FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $787,659 | -2.3% | 7,870 | -2.7% | 0.33% | +1.5% |
| Q2 2023 | $806,157 | -20.0% | 8,090 | -22.1% | 0.33% | -25.2% |
| Q1 2023 | $1,007,395 | -3.8% | 10,389 | -2.1% | 0.44% | -9.1% |
| Q4 2022 | $1,047,571 | +18.0% | 10,617 | +3.9% | 0.48% | +5.7% |
| Q3 2022 | $887,695 | -3.8% | 10,222 | +1.2% | 0.46% | -0.7% |
| Q2 2022 | $922,965 | -15.0% | 10,105 | -0.7% | 0.46% | -1.5% |
| Q1 2022 | $1,085,739 | +2.2% | 10,174 | +0.6% | 0.47% | +9.6% |
| Q4 2021 | $1,062,503 | – | 10,112 | – | 0.43% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Armbruster Capital Management, Inc. | 422,629 | $42,296,759 | 10.68% |
| Milestone Advisory Partners | 71,265 | $7,132,201 | 5.93% |
| Fortis Advisors, LLC | 56,327 | $5,637,236 | 3.99% |
| ANDERSON HOAGLAND & CO | 247,489 | $24,768,730 | 3.31% |
| MorganRosel Wealth Management, LLC | 60,095 | $6,014,308 | 2.51% |
| Pacific Center for Financial Services | 57,505 | $5,755,061 | 1.96% |
| Smart Money Group LLC | 35,382 | $3,541,068 | 1.68% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 28,754 | $2,877,494 | 1.60% |
| RWA WEALTH PARTNERS, LLC | 626,550 | $62,705,159 | 1.37% |
| Symmetry Partners, LLC | 206,355 | $20,652 | 1.12% |