VANGUARD WELLINGTON FD's ticker is VFMF and the CUSIP is 921935607. A total of 26 filers reported holding VANGUARD WELLINGTON FD in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $131,345 | +58.0% | 1,272 | +59.0% | 0.00% | – |
| Q2 2023 | $83,128 | -55.5% | 800 | -57.5% | 0.00% | – |
| Q1 2023 | $186,697 | +136.1% | 1,884 | +135.5% | 0.00% | – |
| Q4 2022 | $79,067 | +13.0% | 800 | 0.0% | 0.00% | – |
| Q3 2022 | $70,000 | -2.8% | 800 | 0.0% | 0.00% | – |
| Q2 2022 | $72,000 | -13.3% | 800 | 0.0% | 0.00% | – |
| Q1 2022 | $83,000 | -2.4% | 800 | +1.3% | 0.00% | – |
| Q4 2021 | $85,000 | +7.6% | 790 | 0.0% | 0.00% | – |
| Q3 2021 | $79,000 | +1.3% | 790 | +2.6% | 0.00% | – |
| Q2 2021 | $78,000 | -13.3% | 770 | -16.8% | 0.00% | – |
| Q1 2021 | $90,000 | +16.9% | 925 | 0.0% | 0.00% | – |
| Q4 2020 | $77,000 | +16.7% | 925 | 0.0% | 0.00% | – |
| Q3 2020 | $66,000 | +6.5% | 925 | 0.0% | 0.00% | – |
| Q2 2020 | $62,000 | +59.0% | 925 | +33.1% | 0.00% | – |
| Q1 2020 | $39,000 | -30.4% | 695 | 0.0% | 0.00% | – |
| Q4 2019 | $56,000 | +5.7% | 695 | 0.0% | 0.00% | – |
| Q3 2019 | $53,000 | +10.4% | 695 | +10.3% | 0.00% | – |
| Q2 2019 | $48,000 | +2.1% | 630 | 0.0% | 0.00% | – |
| Q1 2019 | $47,000 | +9.3% | 630 | 0.0% | 0.00% | – |
| Q4 2018 | $43,000 | -17.3% | 630 | 0.0% | 0.00% | – |
| Q3 2018 | $52,000 | +100.0% | 630 | +90.9% | 0.00% | – |
| Q2 2018 | $26,000 | – | 330 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ANDERSON HOAGLAND & CO | 264,031 | $27,263,794 | 3.64% |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 24,893 | $2,570,443 | 2.47% |
| Opus Capital Group, LLC | 103,779 | $10,716 | 1.90% |
| Seed Wealth Management, Inc. | 7,950 | $820,915 | 0.92% |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 10,996 | $1,135,444 | 0.26% |
| Cassia Capital Partners, LLC | 2,869 | $296,252 | 0.24% |
| Walkner Condon Financial Advisors LLC | 6,090 | $628,852 | 0.17% |
| Geneos Wealth Management Inc. | 30,057 | $3,103,686 | 0.16% |
| Onyx Bridge Wealth Group LLC | 6,317 | $652,321 | 0.15% |
| Physician Wealth Advisors, Inc. | 5,284 | $543,538 | 0.14% |