VANGUARD WELLINGTON FD's ticker is VFMF and the CUSIP is 921935607. A total of 43 filers reported holding VANGUARD WELLINGTON FD in Q3 2023. 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SYM FINANCIAL Corp | 21,384 | $1,208,000 | 1.22% |
| Pinnacle Wealth Management Advisory Group, LLC | 13,427 | $759,000 | 0.37% |
| Physician Wealth Advisors, Inc. | 7,930 | $467,000 | 0.23% |
| Carroll Financial Associates, Inc. | 18,468 | $1,043,000 | 0.10% |
| PINNACLE ASSOCIATES LTD | 16,607 | $939,000 | 0.03% |
| Belpointe Asset Management LLC | 2,312 | $131,000 | 0.02% |
| Advisory Alpha, LLC | 1,302 | $77,190,000 | 0.02% |
| Pacific Center for Financial Services | 423 | $24,000 | 0.02% |
| FIRST MANHATTAN CO. LLC. | 34,992 | $1,977,000 | 0.01% |
| COMMONWEALTH EQUITY SERVICES, LLC | 30,810 | $1,741,000 | 0.01% |