Frank, Rimerman Advisors LLC - VANGUARD WELLINGTON FD ownership

VANGUARD WELLINGTON FD's ticker is VFVA and the CUSIP is 921935805. A total of 54 filers reported holding VANGUARD WELLINGTON FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Frank, Rimerman Advisors LLC ownership history of VANGUARD WELLINGTON FD
ValueSharesWeighting
Q2 2022$18,048,784
-14.4%
197,6000.0%6.89%
+2.1%
Q1 2022$21,087,872
+33.8%
197,600
+31.7%
6.75%
+27.7%
Q4 2021$15,761,250
+59.4%
150,000
+50.0%
5.29%
+38.4%
Q3 2021$9,887,970100,0003.82%
Other shareholders
VANGUARD WELLINGTON FD shareholders Q4 2021
NameSharesValueWeighting ↓
Armbruster Capital Management, Inc. 422,629$42,296,75910.68%
Milestone Advisory Partners 71,265$7,132,2015.93%
Fortis Advisors, LLC 56,327$5,637,2363.99%
ANDERSON HOAGLAND & CO 247,489$24,768,7303.31%
MorganRosel Wealth Management, LLC 60,095$6,014,3082.51%
Pacific Center for Financial Services 57,505$5,755,0611.96%
Smart Money Group LLC 35,382$3,541,0681.68%
SOUNDMARK WEALTH MANAGEMENT, LLC 28,754$2,877,4941.60%
RWA WEALTH PARTNERS, LLC 626,550$62,705,1591.37%
Symmetry Partners, LLC 206,355$20,6521.12%
View complete list of VANGUARD WELLINGTON FD shareholders