Seed Wealth Management, Inc. - VANGUARD WELLINGTON FD ownership

VANGUARD WELLINGTON FD's ticker is VFMO and the CUSIP is 921935508. A total of 1 filers reported holding VANGUARD WELLINGTON FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Seed Wealth Management, Inc. ownership history of VANGUARD WELLINGTON FD
ValueSharesWeighting
Q3 2023$366,247
-6.5%
3,2300.0%0.41%
-0.7%
Q2 2023$391,620
-28.0%
3,230
-33.1%
0.42%
-32.6%
Q1 2023$543,563
+29.5%
4,830
+31.2%
0.62%
+28.1%
Q4 2022$419,7413,6800.48%
Other shareholders
VANGUARD WELLINGTON FD shareholders Q4 2023
NameSharesValueWeighting ↓
ANDERSON HOAGLAND & CO 140,988$15,866,6072.28%
Strategic Financial Services, Inc, 259,052$29,153,4712.25%
CABOT WEALTH MANAGEMENT INC 126,502$14,2362.25%
RITHOLTZ WEALTH MANAGEMENT 356,980$40,174,1832.00%
Frisch Financial Group, Inc. 38,003$4,2771.66%
Systelligence, LLC 40,110$4,513,9351.16%
Armbruster Capital Management, Inc. 35,015$3,940,5501.01%
Nova R Wealth, Inc. 12,110$1,362,9020.92%
Andesa Financial Management Inc. 25,476$1,433,5210.74%
Seed Wealth Management, Inc. 4,830$543,5630.62%
View complete list of VANGUARD WELLINGTON FD shareholders