VANGUARD WELLINGTON FD's ticker is VFVA and the CUSIP is 921935805. A total of 65 filers reported holding VANGUARD WELLINGTON FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
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. | 384,461 | $41,030,000 | 9.88% |
| Compass Ion Advisors, LLC | 295,262 | $31,510,000 | 9.75% |
| Paragon Wealth Strategies, LLC | 297,587 | $31,758,000 | 8.32% |
| Frank, Rimerman Advisors LLC | 197,600 | $21,087,872 | 6.75% |
| Cassia Capital Partners, LLC | 72,409 | $7,727,000 | 6.19% |
| ANDERSON HOAGLAND & CO | 271,603 | $28,985,000 | 3.73% |
| Fortis Advisors, LLC | 95,775 | $6,427,000 | 3.53% |
| Milestone Advisory Partners | 58,863 | $6,282,000 | 3.39% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 44,153 | $4,712,000 | 3.30% |
| MorganRosel Wealth Management, LLC | 58,385 | $6,231,000 | 3.02% |