VANGUARD WELLINGTON FD's ticker is VFMF and the CUSIP is 921935607. A total of 28 filers reported holding VANGUARD WELLINGTON FD in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $3,789,437 | -35.9% | 38,240 | -36.1% | 0.01% | -44.4% |
| Q4 2022 | $5,915,121 | +1953.9% | 59,849 | +1581.2% | 0.01% | +800.0% |
| Q4 2019 | $288,000 | +8.7% | 3,560 | +2.9% | 0.00% | 0.0% |
| Q3 2019 | $265,000 | -10.8% | 3,460 | -11.4% | 0.00% | 0.0% |
| Q2 2019 | $297,000 | – | 3,905 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ANDERSON HOAGLAND & CO | 307,673 | $32,000,000 | 4.12% |
| Opus Capital Group, LLC | 79,070 | $8,224,000 | 1.60% |
| UMB Bank, n.a. | 198,958 | $20,693,000 | 0.27% |
| Physician Wealth Advisors, Inc. | 9,092 | $932,000 | 0.25% |
| Claraphi Advisory Network, LLC | 3,873 | $403,000 | 0.12% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 2,500 | $260,000 | 0.07% |
| Coastline Trust Co | 4,290 | $446,000 | 0.05% |
| ENVESTNET ASSET MANAGEMENT INC | 267,047 | $27,775,000 | 0.01% |
| Kestra Advisory Services, LLC | 11,879 | $1,235,000 | 0.01% |
| Capital Advisors, Ltd. LLC | 760 | $79,000 | 0.01% |