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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CPWM, LLC | 13,992 | $1,010,000 | 0.14% |
| Pinnacle Wealth Management Advisory Group, LLC | 4,103 | $296,000 | 0.13% |
| RAYMOND JAMES TRUST N.A. | 23,335 | $1,685,000 | 0.10% |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 7,750 | $560,000 | 0.07% |
| Parkside Financial Bank & Trust | 477 | $34,000 | 0.01% |
| PINNACLE ASSOCIATES LTD | 5,223 | $377,000 | 0.01% |
| D.A. DAVIDSON & CO. | 4,935 | $356,000 | 0.01% |
| BLAIR WILLIAM & CO/IL | 3,687 | $266,000 | 0.00% |
| Citadel Advisors | 37,928 | $2,739,000 | 0.00% |
| JANE STREET GROUP, LLC | 6,367 | $460,000 | 0.00% |