VANGUARD WELLINGTON FD's ticker is VFMO and the CUSIP is 921935508. A total of 64 filers reported holding VANGUARD WELLINGTON FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $92 | +2966.7% | 1 | – | 0.00% | – |
Q2 2023 | $3 | -93.6% | 0 | – | 0.00% | – |
Q1 2023 | $47 | -58.8% | 0 | -100.0% | 0.00% | – |
Q4 2022 | $114 | – | 1 | – | 0.00% | – |
Q2 2022 | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
Q1 2022 | $5,000 | – | 38 | +1800.0% | 0.00% | – |
Q4 2021 | $0 | – | 2 | +100.0% | 0.00% | – |
Q3 2021 | $0 | – | 1 | 0.0% | 0.00% | – |
Q2 2021 | $0 | – | 1 | 0.0% | 0.00% | – |
Q1 2021 | $0 | – | 1 | 0.0% | 0.00% | – |
Q4 2020 | $0 | – | 1 | 0.0% | 0.00% | – |
Q3 2020 | $0 | – | 1 | – | 0.00% | – |
Q2 2020 | $0 | – | 0 | – | 0.00% | – |
Q1 2020 | $0 | – | 0 | -100.0% | 0.00% | – |
Q4 2019 | $0 | – | 1 | – | 0.00% | – |
Q3 2019 | $0 | – | 0 | – | 0.00% | – |
Q2 2019 | $0 | – | 0 | – | 0.00% | – |
Q1 2019 | $0 | – | 0 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Newfound Research LLC | 15,593 | $1,757,000 | 4.52% |
Strategic Financial Services, Inc, | 190,289 | $21,436,000 | 1.92% |
Armbruster Capital Management, Inc. | 15,550 | $1,752,000 | 0.59% |
Edge Capital Group, LLC | 36,709 | $4,135,000 | 0.35% |
ANDERSON HOAGLAND & CO | 19,243 | $2,168,000 | 0.34% |
Graypoint LLC | 5,283 | $595,000 | 0.10% |
Physician Wealth Advisors, Inc. | 1,907 | $247,000 | 0.08% |
Chicago Partners Investment Group LLC | 4,349 | $537,000 | 0.05% |
Autus Asset Management, LLC | 2,435 | $274,000 | 0.04% |
ATLAS CAPITAL ADVISORS LLC | 416 | $46,862,000 | 0.01% |