VANGUARD WELLINGTON FD's ticker is VFMV and the CUSIP is 921935409. A total of 39 filers reported holding VANGUARD WELLINGTON FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $345,306 | – | 3,300 | – | 0.28% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ANDERSON HOAGLAND & CO | 156,884 | $15,434,248 | 2.22% |
| Destiny Wealth Partners, LLC | 81,231 | $7,991,511 | 1.65% |
| Compass Financial Group, INC/SD | 16,963 | $1,668,859 | 0.54% |
| UMB Bank, n.a. | 68,741 | $6,762,740 | 0.11% |
| Foundations Investment Advisors, LLC | 29,611 | $2,913,121 | 0.10% |
| SeaCrest Wealth Management, LLC | 4,509 | $443,628 | 0.06% |
| Parkside Financial Bank & Trust | 1,860 | $182,987 | 0.05% |
| AVANTAX ADVISORY SERVICES, INC. | 39,694 | $3,905,140 | 0.05% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2,000 | $196,760 | 0.03% |
| PATHSTONE FAMILY OFFICE, LLC | 16,804 | $1,653,178 | 0.03% |