VANGUARD WELLINGTON FD's ticker is VFMV and the CUSIP is 921935409. A total of 30 filers reported holding VANGUARD WELLINGTON FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $65,980 | -6.5% | 740 | +1.0% | 0.00% | 0.0% |
| Q2 2022 | $70,595 | -6.8% | 733 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $75,779 | -2.6% | 733 | +0.4% | 0.00% | 0.0% |
| Q4 2021 | $77,788 | +9.6% | 730 | +0.4% | 0.00% | 0.0% |
| Q3 2021 | $70,963 | +0.1% | 727 | +0.8% | 0.00% | 0.0% |
| Q2 2021 | $70,898 | +5.2% | 721 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $67,386 | +4.6% | 721 | +0.1% | 0.00% | 0.0% |
| Q4 2020 | $64,433 | +9.4% | 720 | +0.8% | 0.00% | 0.0% |
| Q3 2020 | $58,886 | +5.4% | 714 | +1.1% | 0.00% | -25.0% |
| Q2 2020 | $55,860 | +10.4% | 706 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $50,599 | -21.7% | 706 | +0.4% | 0.00% | -20.0% |
| Q4 2019 | $64,597 | +440.1% | 703 | +424.6% | 0.01% | +400.0% |
| Q3 2019 | $11,960 | – | 134 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Milestone Advisory Partners | 40,768 | $3,920,561 | 3.26% |
| ANDERSON HOAGLAND & CO | 175,324 | $16,860,488 | 2.25% |
| Destiny Wealth Partners, LLC | 81,065 | $7,795,779 | 1.57% |
| Compass Financial Group, INC/SD | 15,938 | $1,532,815 | 0.46% |
| Foundations Investment Advisors, LLC | 57,178 | $5,498,658 | 0.17% |
| Keystone Financial Group | 6,453 | $620,571 | 0.10% |
| Sharkey, Howes & Javer | 5,569 | $535,557 | 0.10% |
| BROWN WEALTH MANAGEMENT, LLC | 2,150 | $206,760 | 0.10% |
| Leonard Rickey Investment Advisors P.L.L.C. | 2,208 | $212,309 | 0.07% |
| UMB Bank, n.a. | 35,371 | $3,401,544 | 0.06% |