GSG Advisors LLC - VANGUARD WELLINGTON FD ownership

VANGUARD WELLINGTON FD's ticker is VFMO and the CUSIP is 921935508. A total of 65 filers reported holding VANGUARD WELLINGTON FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
GSG Advisors LLC ownership history of VANGUARD WELLINGTON FD
ValueSharesWeighting
Q2 2024$275,874
+0.2%
1,8350.0%0.10%
-4.0%
Q1 2024$275,250
+18.3%
1,8350.0%0.10%
+14.8%
Q4 2023$232,660
+11.8%
1,8350.0%0.09%
-13.7%
Q3 2023$208,0691,8350.10%
Other shareholders
VANGUARD WELLINGTON FD shareholders Q4 2023
NameSharesValueWeighting ↓
Systelligence, LLC 110,326$13,376,4434.23%
Strategic Financial Services, Inc. 263,497$31,600,6622.36%
CABOT WEALTH MANAGEMENT INC 129,512$15,7032.34%
Frisch Financial Group, Inc. 39,104$4,7412.27%
ANDERSON HOAGLAND & CO 143,048$17,343,8092.23%
RITHOLTZ WEALTH MANAGEMENT 382,852$46,418,7192.09%
LINCOLN CAPITAL CORP 25,266$3,063,3691.57%
Nova R Wealth, Inc. 13,801$1,673,2641.12%
Armbruster Capital Management, Inc. 36,515$4,427,2501.09%
DAVIDSON INVESTMENT ADVISORS 80,910$9,809,9090.62%
View complete list of VANGUARD WELLINGTON FD shareholders