VANGUARD WELLINGTON FD's ticker is VFMO and the CUSIP is 921935508. A total of 49 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 2023 | $121,326 | -6.5% | 1,070 | 0.0% | 0.00% | – |
| Q2 2023 | $129,731 | +7.7% | 1,070 | 0.0% | 0.00% | – |
| Q1 2023 | $120,416 | -1.3% | 1,070 | 0.0% | 0.00% | – |
| Q4 2022 | $122,044 | +8.0% | 1,070 | 0.0% | 0.00% | – |
| Q3 2022 | $113,000 | -0.9% | 1,070 | 0.0% | 0.00% | – |
| Q2 2022 | $114,000 | -15.6% | 1,070 | 0.0% | 0.00% | – |
| Q1 2022 | $135,000 | -84.1% | 1,070 | -83.2% | 0.00% | – |
| Q4 2021 | $848,000 | +756.6% | 6,370 | +727.3% | 0.00% | – |
| Q3 2021 | $99,000 | -4.8% | 770 | -2.5% | 0.00% | – |
| Q2 2021 | $104,000 | +4.0% | 790 | -2.5% | 0.00% | – |
| Q1 2021 | $100,000 | +37.0% | 810 | +24.6% | 0.00% | – |
| Q4 2020 | $73,000 | +17.7% | 650 | 0.0% | 0.00% | – |
| Q3 2020 | $62,000 | +10.7% | 650 | 0.0% | 0.00% | – |
| Q2 2020 | $56,000 | +30.2% | 650 | +2.4% | 0.00% | – |
| Q1 2020 | $43,000 | -21.8% | 635 | 0.0% | 0.00% | – |
| Q4 2019 | $55,000 | +7.8% | 635 | 0.0% | 0.00% | – |
| Q3 2019 | $51,000 | -1.9% | 635 | 0.0% | 0.00% | – |
| Q2 2019 | $52,000 | +13.0% | 635 | +9.5% | 0.00% | – |
| Q1 2019 | $46,000 | +15.0% | 580 | 0.0% | 0.00% | – |
| Q4 2018 | $40,000 | +53.8% | 580 | +93.3% | 0.00% | – |
| Q3 2018 | $26,000 | +8.3% | 300 | 0.0% | 0.00% | – |
| Q2 2018 | $24,000 | – | 300 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Newfound Research LLC | 15,593 | $1,757,000 | 4.52% |
| Strategic Financial Services, Inc, | 190,289 | $21,436,000 | 1.92% |
| Armbruster Capital Management, Inc. | 15,550 | $1,752,000 | 0.59% |
| Edge Capital Group, LLC | 36,709 | $4,135,000 | 0.35% |
| ANDERSON HOAGLAND & CO | 19,243 | $2,168,000 | 0.34% |
| Graypoint LLC | 5,283 | $595,000 | 0.10% |
| Physician Wealth Advisors, Inc. | 1,907 | $247,000 | 0.08% |
| Chicago Partners Investment Group LLC | 4,349 | $537,000 | 0.05% |
| Autus Asset Management, LLC | 2,435 | $274,000 | 0.04% |
| ATLAS CAPITAL ADVISORS LLC | 416 | $46,862,000 | 0.01% |