VANGUARD WELLINGTON FD's ticker is VFMV and the CUSIP is 921935409. A total of 25 filers reported holding VANGUARD WELLINGTON FD in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $444 | -1.1% | 3,903 | -2.7% | 0.00% | 0.0% |
Q1 2024 | $449 | +3.7% | 4,011 | -3.1% | 0.00% | 0.0% |
Q4 2023 | $433 | -12.3% | 4,139 | -19.4% | 0.00% | 0.0% |
Q3 2023 | $494 | -3.3% | 5,134 | +0.3% | 0.00% | 0.0% |
Q2 2023 | $511 | -34.3% | 5,117 | -35.4% | 0.00% | -50.0% |
Q1 2023 | $778 | +0.3% | 7,916 | +0.3% | 0.00% | 0.0% |
Q4 2022 | $776 | -99.8% | 7,892 | +56.8% | 0.00% | +100.0% |
Q3 2022 | $448,000 | -5.3% | 5,032 | +2.4% | 0.00% | 0.0% |
Q2 2022 | $473,000 | -4.3% | 4,915 | +2.8% | 0.00% | 0.0% |
Q1 2022 | $494,000 | -2.4% | 4,780 | +0.5% | 0.00% | 0.0% |
Q4 2021 | $506,000 | +9.3% | 4,755 | +0.1% | 0.00% | 0.0% |
Q3 2021 | $463,000 | +1.1% | 4,750 | +1.8% | 0.00% | 0.0% |
Q2 2021 | $458,000 | -79.9% | 4,664 | -80.9% | 0.00% | -83.3% |
Q1 2021 | $2,282,000 | -3.4% | 24,417 | -7.6% | 0.01% | -14.3% |
Q4 2020 | $2,363,000 | +4.4% | 26,417 | -3.8% | 0.01% | -12.5% |
Q3 2020 | $2,264,000 | 0.0% | 27,471 | -4.1% | 0.01% | -11.1% |
Q2 2020 | $2,264,000 | +10.5% | 28,642 | +0.1% | 0.01% | -10.0% |
Q1 2020 | $2,049,000 | -23.3% | 28,609 | -1.7% | 0.01% | 0.0% |
Q4 2019 | $2,673,000 | +11.5% | 29,110 | +8.3% | 0.01% | 0.0% |
Q3 2019 | $2,398,000 | +25.2% | 26,877 | +21.3% | 0.01% | +25.0% |
Q2 2019 | $1,915,000 | +14.9% | 22,156 | +9.8% | 0.01% | 0.0% |
Q1 2019 | $1,667,000 | +10.3% | 20,183 | -1.2% | 0.01% | 0.0% |
Q4 2018 | $1,512,000 | -11.0% | 20,432 | +2.3% | 0.01% | 0.0% |
Q3 2018 | $1,698,000 | +356.5% | 19,968 | +337.3% | 0.01% | +300.0% |
Q2 2018 | $372,000 | – | 4,566 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
ANDERSON HOAGLAND & CO | 185,993 | $21,076,727 | 2.21% |
Compass Financial Group, INC/SD | 11,360 | $1,291,008 | 0.28% |
Interchange Capital Partners, LLC | 5,556 | $631,439 | 0.23% |
Foundations Investment Advisors, LLC | 56,597 | $6,432,215 | 0.16% |
UMB Bank, n.a. | 34,677 | $3,941,041 | 0.06% |
Glass Jacobson Investment Advisors llc | 1,468 | $166,813 | 0.06% |
Leonard Rickey Investment Advisors P.L.L.C. | 1,901 | $216,071 | 0.05% |
NewEdge Advisors, LLC | 55,490 | $6,306,495 | 0.05% |
Parkside Financial Bank & Trust | 2,220 | $252,303 | 0.04% |
Leo Wealth, LLC | 2,418 | $273,945 | 0.03% |