VANGUARD WELLINGTON FD's ticker is VFMF and the CUSIP is 921935607. A total of 30 filers reported holding VANGUARD WELLINGTON FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,491 | +1.2% | 33,811 | +1.8% | 0.01% | 0.0% |
| Q2 2023 | $3,450 | +7.3% | 33,204 | +2.4% | 0.01% | 0.0% |
| Q1 2023 | $3,214 | +3.9% | 32,440 | +3.6% | 0.01% | 0.0% |
| Q4 2022 | $3,094 | -99.9% | 31,306 | -1.2% | 0.01% | 0.0% |
| Q3 2022 | $2,780,000 | +0.4% | 31,680 | +2.5% | 0.01% | 0.0% |
| Q2 2022 | $2,768,000 | -7.9% | 30,901 | +6.9% | 0.01% | 0.0% |
| Q1 2022 | $3,007,000 | +0.5% | 28,917 | +3.6% | 0.01% | 0.0% |
| Q4 2021 | $2,992,000 | +19.8% | 27,911 | +11.2% | 0.01% | +16.7% |
| Q3 2021 | $2,498,000 | -7.9% | 25,089 | -6.6% | 0.01% | -14.3% |
| Q2 2021 | $2,712,000 | +12.4% | 26,852 | +7.8% | 0.01% | 0.0% |
| Q1 2021 | $2,412,000 | +5.5% | 24,908 | -8.9% | 0.01% | 0.0% |
| Q4 2020 | $2,286,000 | +10.4% | 27,336 | -6.1% | 0.01% | 0.0% |
| Q3 2020 | $2,071,000 | +2.9% | 29,097 | -2.4% | 0.01% | -12.5% |
| Q2 2020 | $2,013,000 | +15.6% | 29,799 | -3.3% | 0.01% | 0.0% |
| Q1 2020 | $1,741,000 | -25.9% | 30,810 | +6.6% | 0.01% | -11.1% |
| Q4 2019 | $2,349,000 | +7.4% | 28,914 | -0.0% | 0.01% | 0.0% |
| Q3 2019 | $2,188,000 | +1.3% | 28,928 | +1.7% | 0.01% | -10.0% |
| Q2 2019 | $2,159,000 | +6.9% | 28,446 | +5.6% | 0.01% | +11.1% |
| Q1 2019 | $2,020,000 | +13.9% | 26,944 | +2.5% | 0.01% | 0.0% |
| Q4 2018 | $1,774,000 | -8.7% | 26,279 | +11.5% | 0.01% | 0.0% |
| Q3 2018 | $1,942,000 | +33.5% | 23,570 | +28.3% | 0.01% | +12.5% |
| Q2 2018 | $1,455,000 | – | 18,376 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pacific Center for Financial Services | 68,842 | $5,674,000 | 2.77% |
| Pinnacle Wealth Management Advisory Group, LLC | 7,220 | $595,000 | 0.29% |
| Northstar Group, Inc. | 2,775 | $278,000 | 0.13% |
| Advisory Services Network, LLC | 4,200 | $346,000 | 0.02% |
| Parkside Financial Bank & Trust | 850 | $70,000 | 0.02% |
| PINNACLE ASSOCIATES LTD | 7,605 | $627,000 | 0.01% |
| Cambridge Investment Research Advisors, Inc. | 15,140 | $1,248,000 | 0.01% |
| COMMONWEALTH EQUITY SERVICES, LLC | 23,570 | $1,942,000 | 0.01% |
| JANE STREET GROUP, LLC | 30,054 | $2,477,000 | 0.01% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 7,526 | $620,000 | 0.01% |