VANGUARD WELLINGTON FD's ticker is VFQY and the CUSIP is 921935706. A total of 57 filers reported holding VANGUARD WELLINGTON FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Armbruster Capital Management, Inc. | 114,289 | $11,393,000 | 3.82% |
| Symmetry Partners, LLC | 114,409 | $11,405,000 | 0.88% |
| Coastline Trust Co | 17,026 | $1,698,000 | 0.23% |
| Capital Advisors, Ltd. LLC | 4,542 | $453,000 | 0.10% |
| Destiny Wealth Partners, LLC | 3,129 | $312,000 | 0.06% |
| Laurel Wealth Advisors, Inc. | 2,791 | $278,000 | 0.04% |
| QCI ASSET MANAGEMENT INC/NY | 6,400 | $638,000 | 0.04% |
| Center for Financial Planning, Inc. | 900 | $90,000 | 0.02% |
| D.A. DAVIDSON & CO. | 5,435 | $542,000 | 0.01% |
| EATON VANCE MANAGEMENT | 22,720 | $2,264,000 | 0.00% |