VANGUARD WELLINGTON FD's ticker is VFMF and the CUSIP is 921935607.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $237,910 | – | 2,304 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 47,336 | $4,690,817 | 4.15% |
| ANDERSON HOAGLAND & CO | 273,996 | $27,151,998 | 3.90% |
| Opus Capital Group, LLC | 90,915 | $9,009 | 1.65% |
| Seed Wealth Management, Inc. | 7,950 | $787,814 | 0.89% |
| Cassia Capital Partners, LLC | 2,996 | $296,892 | 0.24% |
| UMB Bank, n.a. | 136,960 | $13,572,216 | 0.22% |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 8,176 | $810,211 | 0.21% |
| Geneos Wealth Management Inc. | 31,410 | $3,112,731 | 0.19% |
| Physician Wealth Advisors, Inc. | 6,295 | $626,433 | 0.16% |
| IHT Wealth Management, LLC | 4,386 | $434,636 | 0.02% |