VANGUARD WELLINGTON FD's ticker is VFVA and the CUSIP is 921935805. A total of 82 filers reported holding VANGUARD WELLINGTON FD in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.5%.
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Armbruster Capital Management, Inc. | 365,503 | $38,405,000 | 8.79% |
| Paragon Wealth Strategies, LLC | 302,890 | $31,826,000 | 7.69% |
| Compass Ion Advisors, LLC | 160,947 | $16,912,000 | 5.44% |
| Frank, Rimerman Advisors LLC | 150,000 | $15,761,250 | 5.29% |
| Cassia Capital Partners, LLC | 73,406 | $7,713,000 | 5.18% |
| Fortis Advisors, LLC | 91,991 | $6,023,000 | 3.50% |
| ANDERSON HOAGLAND & CO | 254,900 | $26,469,000 | 3.47% |
| WT Wealth Management | 77,696 | $8,164,000 | 3.00% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 39,814 | $4,183,000 | 2.86% |
| MorganRosel Wealth Management, LLC | 50,466 | $5,303,000 | 2.58% |