VANGUARD WELLINGTON FD's ticker is VFMF and the CUSIP is 921935607. A total of 39 filers reported holding VANGUARD WELLINGTON FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $896,254 | -7.7% | 7,322 | -4.4% | 0.00% | 0.0% |
| Q1 2024 | $971,333 | +11.0% | 7,655 | +0.5% | 0.00% | 0.0% |
| Q4 2023 | $874,897 | -76.9% | 7,618 | -80.1% | 0.00% | -80.0% |
| 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 | 225,755 | $19,813,000 | 3.17% |
| Opus Capital Group, LLC | 77,617 | $6,812,000 | 1.48% |
| Physician Wealth Advisors, Inc. | 8,523 | $798,000 | 0.24% |
| UMB Bank, n.a. | 143,792 | $12,620,000 | 0.21% |
| Cassia Capital Partners, LLC | 2,431 | $213,000 | 0.20% |
| Coastline Trust Co | 4,710 | $413,000 | 0.07% |
| St. James Investment Advisors, LLC | 200 | $18,000 | 0.04% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 2,500 | $219,000 | 0.02% |
| ENVESTNET ASSET MANAGEMENT INC | 256,121 | $22,479,000 | 0.01% |
| Capital Advisors, Ltd. LLC | 760 | $67,000 | 0.01% |