Portside Wealth Group, LLC - VANGUARD WELLINGTON FD ownership

VANGUARD WELLINGTON FD's ticker is VFMO and the CUSIP is 921935508. A total of 64 filers reported holding VANGUARD WELLINGTON FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Portside Wealth Group, LLC ownership history of VANGUARD WELLINGTON FD
ValueSharesWeighting
Q3 2023$204,000
-25.4%
1,803
-20.1%
0.04%
-25.5%
Q2 2023$273,5282,2560.05%
Other shareholders
VANGUARD WELLINGTON FD shareholders Q2 2023
NameSharesValueWeighting ↓
ANDERSON HOAGLAND & CO 140,988$15,866,6072.28%
Strategic Financial Services, Inc, 259,052$29,153,4712.25%
CABOT WEALTH MANAGEMENT INC 126,502$14,2362.25%
RITHOLTZ WEALTH MANAGEMENT 356,980$40,174,1832.00%
Frisch Financial Group, Inc. 38,003$4,2771.66%
Systelligence, LLC 40,110$4,513,9351.16%
Armbruster Capital Management, Inc. 35,015$3,940,5501.01%
Nova R Wealth, Inc. 12,110$1,362,9020.92%
Andesa Financial Management Inc. 25,476$1,433,5210.74%
Seed Wealth Management, Inc. 4,830$543,5630.62%
View complete list of VANGUARD WELLINGTON FD shareholders