VANGUARD WELLINGTON FD's ticker is VFMF and the CUSIP is 921935607. A total of 30 filers reported holding VANGUARD WELLINGTON FD in Q3 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 ↓ |
|---|---|---|---|
| SYM FINANCIAL Corp | 21,384 | $1,208,000 | 1.22% |
| Pinnacle Wealth Management Advisory Group, LLC | 13,427 | $759,000 | 0.37% |
| Physician Wealth Advisors, Inc. | 7,930 | $467,000 | 0.23% |
| Carroll Financial Associates, Inc. | 18,468 | $1,043,000 | 0.10% |
| PINNACLE ASSOCIATES LTD | 16,607 | $939,000 | 0.03% |
| Belpointe Asset Management LLC | 2,312 | $131,000 | 0.02% |
| Advisory Alpha, LLC | 1,302 | $77,190,000 | 0.02% |
| Pacific Center for Financial Services | 423 | $24,000 | 0.02% |
| FIRST MANHATTAN CO. LLC. | 34,992 | $1,977,000 | 0.01% |
| COMMONWEALTH EQUITY SERVICES, LLC | 30,810 | $1,741,000 | 0.01% |