VANGUARD WELLINGTON FD's ticker is VFMV and the CUSIP is 921935409. 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 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $1,277,280 | -16.7% | 12,207 | -23.4% | 0.34% | -26.6% |
Q3 2023 | $1,532,815 | -8.0% | 15,938 | -4.5% | 0.46% | -7.3% |
Q2 2023 | $1,665,450 | -0.2% | 16,691 | -1.6% | 0.50% | -9.2% |
Q1 2023 | $1,668,859 | -0.1% | 16,963 | -0.1% | 0.54% | -9.6% |
Q4 2022 | $1,670,000 | – | 16,976 | – | 0.60% | – |
Download |
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% |