VANGUARD WELLINGTON FD's ticker is VFMF and the CUSIP is 921935607. A total of 28 filers reported holding VANGUARD WELLINGTON FD in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $939,000 | -68.6% | 16,607 | -54.8% | 0.03% | -55.4% |
| Q4 2019 | $2,988,000 | +13.9% | 36,777 | +6.0% | 0.06% | +4.8% |
| Q3 2019 | $2,624,000 | +8.8% | 34,688 | +9.2% | 0.06% | +10.7% |
| Q2 2019 | $2,411,000 | -0.3% | 31,758 | -1.6% | 0.06% | +1.8% |
| Q1 2019 | $2,419,000 | +37.7% | 32,268 | +24.0% | 0.06% | +22.2% |
| Q4 2018 | $1,757,000 | +180.2% | 26,013 | +242.1% | 0.04% | +246.2% |
| Q3 2018 | $627,000 | – | 7,605 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ANDERSON HOAGLAND & CO | 219,089 | $22,300,000 | 2.92% |
| Opus Capital Group, LLC | 68,600 | $7,355,000 | 1.52% |
| Carroll Financial Associates, Inc. | 60,189 | $6,462,000 | 0.34% |
| Physician Wealth Advisors, Inc. | 8,237 | $884,000 | 0.23% |
| UMB Bank, n.a. | 131,982 | $14,150,000 | 0.18% |
| Claraphi Advisory Network, LLC | 3,753 | $402,000 | 0.14% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 2,500 | $268,000 | 0.07% |
| Coastline Trust Co | 3,600 | $386,000 | 0.04% |
| St. James Investment Advisors, LLC | 480 | $51,000 | 0.04% |
| Capital Advisors, Ltd. LLC | 760 | $81,000 | 0.01% |