VANGUARD WELLINGTON FD's ticker is VFVA and the CUSIP is 921935805. A total of 19 filers reported holding VANGUARD WELLINGTON FD in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $409,127 | +87.5% | 4,088 | +86.7% | 0.00% | – |
| Q2 2023 | $218,234 | -45.0% | 2,190 | -46.5% | 0.00% | – |
| Q1 2023 | $396,607 | +83.5% | 4,090 | +86.8% | 0.00% | – |
| Q4 2022 | $216,087 | +13.7% | 2,190 | 0.0% | 0.00% | – |
| Q3 2022 | $190,000 | -5.0% | 2,190 | 0.0% | 0.00% | – |
| Q2 2022 | $200,000 | -14.5% | 2,190 | 0.0% | 0.00% | – |
| Q1 2022 | $234,000 | +2.6% | 2,190 | +0.9% | 0.00% | – |
| Q4 2021 | $228,000 | +13.4% | 2,170 | +6.9% | 0.00% | – |
| Q3 2021 | $201,000 | -1.0% | 2,030 | 0.0% | 0.00% | – |
| Q2 2021 | $203,000 | -5.6% | 2,030 | -11.0% | 0.00% | – |
| Q1 2021 | $215,000 | +54.7% | 2,280 | +28.1% | 0.00% | – |
| Q4 2020 | $139,000 | +26.4% | 1,780 | 0.0% | 0.00% | – |
| Q3 2020 | $110,000 | +4.8% | 1,780 | 0.0% | 0.00% | – |
| Q2 2020 | $105,000 | +43.8% | 1,780 | +15.6% | 0.00% | – |
| Q1 2020 | $73,000 | -39.7% | 1,540 | 0.0% | 0.00% | – |
| Q4 2019 | $121,000 | +9.0% | 1,540 | 0.0% | 0.00% | – |
| Q3 2019 | $111,000 | +37.0% | 1,540 | +38.7% | 0.00% | – |
| Q2 2019 | $81,000 | +24.6% | 1,110 | +23.3% | 0.00% | – |
| Q1 2019 | $65,000 | +12.1% | 900 | 0.0% | 0.00% | – |
| Q4 2018 | $58,000 | +20.8% | 900 | +50.0% | 0.00% | – |
| Q3 2018 | $48,000 | +2.1% | 600 | 0.0% | 0.00% | – |
| Q2 2018 | $47,000 | – | 600 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Armbruster Capital Management, Inc. | 373,627 | $35,308,000 | 10.46% |
| Cassia Capital Partners, LLC | 63,441 | $5,995,000 | 5.42% |
| Paragon Wealth Strategies, LLC | 173,480 | $16,394,000 | 4.98% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 92,003 | $8,698,000 | 4.77% |
| Fortis Advisors, LLC | 55,825 | $5,275,000 | 3.75% |
| ANDERSON HOAGLAND & CO | 240,179 | $22,697,000 | 3.21% |
| Compass Ion Advisors, LLC | 65,775 | $6,216,000 | 2.56% |
| Symmetry Partners, LLC | 300,100 | $28,359,000 | 2.04% |
| Andesa Financial Management Inc. | 34,532 | $3,263,000 | 1.06% |
| PEAK FINANCIAL ADVISORS LLC | 8,242 | $779,000 | 0.66% |