VANGUARD WELLINGTON FD's ticker is VFMV and the CUSIP is 921935409. A total of 39 filers reported holding VANGUARD WELLINGTON FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $166,813 | +123.1% | 1,468 | +119.8% | 0.06% | +117.9% |
| Q1 2024 | $74,757 | -48.5% | 668 | -51.8% | 0.03% | -52.5% |
| Q4 2023 | $145,180 | +775.7% | 1,387 | +706.4% | 0.06% | +637.5% |
| Q3 2023 | $16,579 | +22.4% | 172 | +26.5% | 0.01% | +33.3% |
| Q2 2023 | $13,544 | – | 136 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ANDERSON HOAGLAND & CO | 185,993 | $21,076,727 | 2.21% |
| Compass Financial Group, INC/SD | 11,360 | $1,291,008 | 0.28% |
| Interchange Capital Partners, LLC | 5,556 | $631,439 | 0.23% |
| Foundations Investment Advisors, LLC | 56,597 | $6,432,215 | 0.16% |
| UMB Bank, n.a. | 34,677 | $3,941,041 | 0.06% |
| Glass Jacobson Investment Advisors llc | 1,468 | $166,813 | 0.06% |
| Leonard Rickey Investment Advisors P.L.L.C. | 1,901 | $216,071 | 0.05% |
| NewEdge Advisors, LLC | 55,490 | $6,306,495 | 0.05% |
| Parkside Financial Bank & Trust | 2,220 | $252,303 | 0.04% |
| Leo Wealth, LLC | 2,418 | $273,945 | 0.03% |