VANGUARD WELLINGTON FD's ticker is VFQY and the CUSIP is 921935706. A total of 57 filers reported holding VANGUARD WELLINGTON FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $109 | +17.2% | 1 | 0.0% | 0.00% | – |
Q2 2023 | $93 | +38.8% | 1 | – | 0.00% | – |
Q1 2023 | $67 | -36.2% | 0 | -100.0% | 0.00% | – |
Q4 2022 | $105 | – | 1 | 0.0% | 0.00% | – |
Q2 2022 | $0 | – | 1 | 0.0% | 0.00% | – |
Q1 2022 | $0 | – | 1 | 0.0% | 0.00% | – |
Q4 2021 | $0 | – | 1 | 0.0% | 0.00% | – |
Q3 2021 | $0 | – | 1 | 0.0% | 0.00% | – |
Q2 2021 | $0 | -100.0% | 1 | -99.9% | 0.00% | – |
Q1 2021 | $180,000 | – | 1,601 | +79950.0% | 0.00% | – |
Q4 2020 | $0 | – | 2 | +100.0% | 0.00% | – |
Q3 2020 | $0 | – | 1 | 0.0% | 0.00% | – |
Q2 2020 | $0 | – | 1 | 0.0% | 0.00% | – |
Q1 2020 | $0 | – | 1 | 0.0% | 0.00% | – |
Q4 2019 | $0 | – | 1 | – | 0.00% | – |
Q3 2019 | $0 | – | 0 | -100.0% | 0.00% | – |
Q2 2019 | $0 | – | 1 | – | 0.00% | – |
Q1 2019 | $0 | – | 0 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Compass Advisory Group LLC | 88,738 | $8,692,000 | 4.72% |
Armbruster Capital Management, Inc. | 159,536 | $15,627,000 | 4.23% |
GYL FINANCIAL SYNERGIES, LLC | 55,817 | $5,468,000 | 1.49% |
Smart Money Group LLC | 21,594 | $2,115,000 | 1.47% |
Professional Financial Advisors, LLC | 21,070 | $2,064,000 | 1.15% |
Curran Financial Partners, LLC | 23,273 | $2,280,000 | 1.08% |
Symmetry Partners, LLC | 116,640 | $11,425,000 | 0.77% |
Capital Advisors, Ltd. LLC | 18,618 | $1,824,000 | 0.34% |
Coastline Trust Co | 17,186 | $1,683,000 | 0.25% |
Pure Financial Advisors, LLC | 39,655 | $3,884,000 | 0.24% |