VANGUARD WELLINGTON FD's ticker is VFMF and the CUSIP is 921935607. A total of 28 filers reported holding VANGUARD WELLINGTON FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $896,190 | -1.3% | 8,679 | -0.7% | 0.00% | 0.0% |
Q2 2023 | $908,277 | +4.9% | 8,741 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $866,199 | +0.3% | 8,741 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $863,907 | +828.9% | 8,741 | +722.3% | 0.00% | – |
Q3 2022 | $93,000 | -88.1% | 1,063 | -87.8% | 0.00% | -100.0% |
Q2 2022 | $783,000 | -75.8% | 8,741 | -72.0% | 0.00% | -72.7% |
Q1 2022 | $3,241,000 | -1.4% | 31,163 | +1.6% | 0.01% | 0.0% |
Q4 2021 | $3,287,000 | +7.6% | 30,663 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $3,054,000 | -1.4% | 30,663 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $3,096,000 | +4.2% | 30,663 | 0.0% | 0.01% | -15.4% |
Q1 2021 | $2,970,000 | +15.9% | 30,663 | +0.1% | 0.01% | +8.3% |
Q4 2020 | $2,562,000 | +17.5% | 30,639 | 0.0% | 0.01% | +9.1% |
Q3 2020 | $2,181,000 | +5.4% | 30,639 | 0.0% | 0.01% | -8.3% |
Q2 2020 | $2,070,000 | +4.7% | 30,639 | -12.4% | 0.01% | -7.7% |
Q1 2020 | $1,977,000 | -45.7% | 34,992 | -21.9% | 0.01% | -27.8% |
Q4 2019 | $3,638,000 | +12.5% | 44,776 | +4.7% | 0.02% | 0.0% |
Q3 2019 | $3,233,000 | -0.4% | 42,756 | 0.0% | 0.02% | 0.0% |
Q2 2019 | $3,245,000 | +1.2% | 42,756 | 0.0% | 0.02% | -5.3% |
Q1 2019 | $3,205,000 | +13.7% | 42,756 | +2.5% | 0.02% | +5.6% |
Q4 2018 | $2,818,000 | – | 41,732 | – | 0.02% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
ANDERSON HOAGLAND & CO | 264,031 | $27,263,794 | 3.64% |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 24,893 | $2,570,443 | 2.47% |
Opus Capital Group, LLC | 103,779 | $10,716 | 1.90% |
Seed Wealth Management, Inc. | 7,950 | $820,915 | 0.92% |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 10,996 | $1,135,444 | 0.26% |
Cassia Capital Partners, LLC | 2,869 | $296,252 | 0.24% |
Walkner Condon Financial Advisors LLC | 6,090 | $628,852 | 0.17% |
Geneos Wealth Management Inc. | 30,057 | $3,103,686 | 0.16% |
Onyx Bridge Wealth Group LLC | 6,317 | $652,321 | 0.15% |
Physician Wealth Advisors, Inc. | 5,284 | $543,538 | 0.14% |