VANGUARD WELLINGTON FD's ticker is VFVA and the CUSIP is 921935805. A total of 7 filers reported holding VANGUARD WELLINGTON FD in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $216,000 | -33.5% | 2,753 | -38.5% | 0.01% | -37.5% |
| Q2 2019 | $325,000 | -13.8% | 4,477 | -14.3% | 0.01% | -11.1% |
| Q1 2019 | $377,000 | -92.2% | 5,223 | -93.1% | 0.01% | -92.9% |
| Q4 2018 | $4,863,000 | -52.8% | 76,043 | -40.9% | 0.13% | -41.1% |
| Q3 2018 | $10,295,000 | -11.3% | 128,749 | -12.7% | 0.21% | -10.5% |
| Q2 2018 | $11,605,000 | – | 147,530 | – | 0.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Armbruster Capital Management, Inc. | 422,629 | $42,296,759 | 10.68% |
| Milestone Advisory Partners | 71,265 | $7,132,201 | 5.93% |
| Fortis Advisors, LLC | 56,327 | $5,637,236 | 3.99% |
| ANDERSON HOAGLAND & CO | 247,489 | $24,768,730 | 3.31% |
| MorganRosel Wealth Management, LLC | 60,095 | $6,014,308 | 2.51% |
| Pacific Center for Financial Services | 57,505 | $5,755,061 | 1.96% |
| Smart Money Group LLC | 35,382 | $3,541,068 | 1.68% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 28,754 | $2,877,494 | 1.60% |
| RWA WEALTH PARTNERS, LLC | 626,550 | $62,705,159 | 1.37% |
| Symmetry Partners, LLC | 206,355 | $20,652 | 1.12% |