VANGUARD WELLINGTON FD's ticker is VFMV and the CUSIP is 921935409. A total of 30 filers reported holding VANGUARD WELLINGTON FD in Q1 2022. 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Milestone Advisory Partners | 40,768 | $3,920,561 | 3.26% |
| ANDERSON HOAGLAND & CO | 175,324 | $16,860,488 | 2.25% |
| Destiny Wealth Partners, LLC | 81,065 | $7,795,779 | 1.57% |
| Compass Financial Group, INC/SD | 15,938 | $1,532,815 | 0.46% |
| Foundations Investment Advisors, LLC | 57,178 | $5,498,658 | 0.17% |
| Keystone Financial Group | 6,453 | $620,571 | 0.10% |
| Sharkey, Howes & Javer | 5,569 | $535,557 | 0.10% |
| BROWN WEALTH MANAGEMENT, LLC | 2,150 | $206,760 | 0.10% |
| Leonard Rickey Investment Advisors P.L.L.C. | 2,208 | $212,309 | 0.07% |
| UMB Bank, n.a. | 35,371 | $3,401,544 | 0.06% |