VANGUARD WELLINGTON FD's ticker is VFMF and the CUSIP is 921935607. A total of 26 filers reported holding VANGUARD WELLINGTON FD in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $1,208,000 | -30.5% | 21,384 | 0.0% | 1.22% | +5.9% |
| Q4 2019 | $1,737,000 | +7.4% | 21,384 | 0.0% | 1.15% | +6.1% |
| Q3 2019 | $1,617,000 | -1.0% | 21,384 | -0.7% | 1.08% | +3.1% |
| Q2 2019 | $1,634,000 | +1.2% | 21,530 | 0.0% | 1.05% | +2.7% |
| Q1 2019 | $1,614,000 | -18.5% | 21,530 | -26.6% | 1.02% | +29.6% |
| Q4 2018 | $1,980,000 | – | 29,314 | – | 0.79% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ANDERSON HOAGLAND & CO | 264,031 | $27,263,794 | 3.64% |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 24,893 | $2,570,443 | 2.47% |
| Opus Capital Group, LLC | 103,779 | $10,716 | 1.90% |
| Seed Wealth Management, Inc. | 7,950 | $820,915 | 0.92% |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 10,996 | $1,135,444 | 0.26% |
| Cassia Capital Partners, LLC | 2,869 | $296,252 | 0.24% |
| Walkner Condon Financial Advisors LLC | 6,090 | $628,852 | 0.17% |
| Geneos Wealth Management Inc. | 30,057 | $3,103,686 | 0.16% |
| Onyx Bridge Wealth Group LLC | 6,317 | $652,321 | 0.15% |
| Physician Wealth Advisors, Inc. | 5,284 | $543,538 | 0.14% |