VANGUARD WELLINGTON FD's ticker is VFQY and the CUSIP is 921935706. A total of 20 filers reported holding VANGUARD WELLINGTON FD in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $227,765 | -1.5% | 2,028 | 0.0% | 0.00% | – |
| Q2 2023 | $231,320 | +5.3% | 2,028 | 0.0% | 0.00% | – |
| Q1 2023 | $219,693 | +3.3% | 2,028 | 0.0% | 0.00% | – |
| Q4 2022 | $212,634 | +10.2% | 2,028 | 0.0% | 0.00% | – |
| Q3 2022 | $193,000 | -3.0% | 2,028 | 0.0% | 0.00% | – |
| Q2 2022 | $199,000 | -15.7% | 2,028 | 0.0% | 0.00% | – |
| Q1 2022 | $236,000 | +1.7% | 2,028 | +10.2% | 0.00% | – |
| Q4 2021 | $232,000 | +19.0% | 1,840 | +10.2% | 0.00% | – |
| Q3 2021 | $195,000 | -3.9% | 1,670 | -2.3% | 0.00% | – |
| Q2 2021 | $203,000 | -2.9% | 1,710 | -8.1% | 0.00% | – |
| Q1 2021 | $209,000 | +56.0% | 1,860 | +38.8% | 0.00% | – |
| Q4 2020 | $134,000 | +20.7% | 1,340 | 0.0% | 0.00% | – |
| Q3 2020 | $111,000 | +5.7% | 1,340 | 0.0% | 0.00% | – |
| Q2 2020 | $105,000 | +26.5% | 1,340 | +3.1% | 0.00% | – |
| Q1 2020 | $83,000 | -26.5% | 1,300 | 0.0% | 0.00% | – |
| Q4 2019 | $113,000 | +9.7% | 1,300 | 0.0% | 0.00% | – |
| Q3 2019 | $103,000 | +25.6% | 1,300 | +26.2% | 0.00% | – |
| Q2 2019 | $82,000 | +18.8% | 1,030 | +17.7% | 0.00% | – |
| Q1 2019 | $69,000 | +13.1% | 875 | 0.0% | 0.00% | – |
| Q4 2018 | $61,000 | +19.6% | 875 | +45.8% | 0.00% | – |
| Q3 2018 | $51,000 | +4.1% | 600 | 0.0% | 0.00% | – |
| Q2 2018 | $49,000 | – | 600 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Armbruster Capital Management, Inc. | 181,720 | $20,408,989 | 5.16% |
| Hobart Private Capital, LLC | 115,691 | $12,993,256 | 4.93% |
| Professional Financial Advisors, LLC | 23,102 | $2,594,626 | 1.17% |
| GYL FINANCIAL SYNERGIES, LLC | 67,849 | $7,620,109 | 0.74% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 9,185 | $1,031,567 | 0.70% |
| Symmetry Partners, LLC | 102,940 | $11,561 | 0.63% |
| BEACON FINANCIAL PLANNING, INC | 3,324 | $373,269 | 0.32% |
| Capital Advisors, Ltd. LLC | 17,971 | $2,018 | 0.31% |
| Coastline Trust Co | 16,395 | $1,841,322 | 0.27% |
| Foundations Investment Advisors, LLC | 67,382 | $7,567,641 | 0.23% |