VANGUARD WELLINGTON FD's ticker is VFVA and the CUSIP is 921935805. A total of 70 filers reported holding VANGUARD WELLINGTON FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $74,989 | – | 760 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Armbruster Capital Management, Inc. | 373,627 | $35,308,000 | 10.46% |
Cassia Capital Partners, LLC | 63,441 | $5,995,000 | 5.42% |
Paragon Wealth Strategies, LLC | 173,480 | $16,394,000 | 4.98% |
SOUNDMARK WEALTH MANAGEMENT, LLC | 92,003 | $8,698,000 | 4.77% |
Fortis Advisors, LLC | 55,825 | $5,275,000 | 3.75% |
ANDERSON HOAGLAND & CO | 240,179 | $22,697,000 | 3.21% |
Compass Ion Advisors, LLC | 65,775 | $6,216,000 | 2.56% |
Symmetry Partners, LLC | 300,100 | $28,359,000 | 2.04% |
Andesa Financial Management Inc. | 34,532 | $3,263,000 | 1.06% |
PEAK FINANCIAL ADVISORS LLC | 8,242 | $779,000 | 0.66% |