VANGUARD WELLINGTON FD's ticker is VFMF and the CUSIP is 921935607. A total of 32 filers reported holding VANGUARD WELLINGTON FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| 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% |