VANGUARD WELLINGTON FD's ticker is VFQY and the CUSIP is 921935706. A total of 37 filers reported holding VANGUARD WELLINGTON FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $208,000 | -3.3% | 2,186 | -0.6% | 0.00% | 0.0% |
| Q2 2022 | $215,000 | -4.9% | 2,200 | +12.9% | 0.00% | 0.0% |
| Q1 2022 | $226,000 | +6.1% | 1,949 | +15.5% | 0.00% | – |
| Q4 2021 | $213,000 | -55.1% | 1,688 | -71.7% | 0.00% | -100.0% |
| Q2 2019 | $474,000 | -19.0% | 5,960 | -19.3% | 0.00% | -33.3% |
| Q1 2019 | $585,000 | +17.9% | 7,381 | +3.9% | 0.00% | 0.0% |
| Q4 2018 | $496,000 | +71.6% | 7,107 | +110.4% | 0.00% | +200.0% |
| Q3 2018 | $289,000 | – | 3,378 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Armbruster Capital Management, Inc. | 114,289 | $11,393,000 | 3.82% |
| Symmetry Partners, LLC | 114,409 | $11,405,000 | 0.88% |
| Coastline Trust Co | 17,026 | $1,698,000 | 0.23% |
| Capital Advisors, Ltd. LLC | 4,542 | $453,000 | 0.10% |
| Destiny Wealth Partners, LLC | 3,129 | $312,000 | 0.06% |
| Laurel Wealth Advisors, Inc. | 2,791 | $278,000 | 0.04% |
| QCI ASSET MANAGEMENT INC/NY | 6,400 | $638,000 | 0.04% |
| Center for Financial Planning, Inc. | 900 | $90,000 | 0.02% |
| D.A. DAVIDSON & CO. | 5,435 | $542,000 | 0.01% |
| EATON VANCE MANAGEMENT | 22,720 | $2,264,000 | 0.00% |