VANGUARD WELLINGTON FD's ticker is VFMV and the CUSIP is 921935409. A total of 28 filers reported holding VANGUARD WELLINGTON FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | 81,447 | $8,009,000 | 1.02% |
| Strategic Financial Services, Inc, | 5,792 | $570,000 | 0.04% |
| Graypoint LLC | 2,827 | $278,000 | 0.04% |
| Autus Asset Management, LLC | 2,875 | $283,000 | 0.03% |
| FLOW TRADERS U.S. LLC | 5,257 | $517,000 | 0.03% |
| AVANTAX ADVISORY SERVICES, INC. | 14,524 | $1,427,000 | 0.03% |
| Prospera Financial Services Inc | 2,975 | $293,000 | 0.02% |
| SRS Capital Advisors, Inc. | 714 | $70,000 | 0.01% |
| Parkside Financial Bank & Trust | 215 | $21,000 | 0.01% |
| D.A. DAVIDSON & CO. | 3,885 | $382,000 | 0.00% |