VANGUARD WELLINGTON FD's ticker is VFMV and the CUSIP is 921935409. A total of 28 filers reported holding VANGUARD WELLINGTON FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,860,488 | -4.3% | 175,324 | -0.7% | 2.25% | -0.4% |
| Q2 2023 | $17,616,677 | +14.1% | 176,549 | +12.5% | 2.26% | +2.2% |
| Q1 2023 | $15,434,248 | -0.3% | 156,884 | -0.3% | 2.22% | -1.6% |
| Q4 2022 | $15,484,496 | +12.1% | 157,393 | +1.6% | 2.25% | +1.9% |
| Q3 2022 | $13,811,000 | +17.0% | 154,899 | +28.1% | 2.21% | +24.6% |
| Q2 2022 | $11,808,000 | -4.6% | 120,905 | +1.0% | 1.77% | +11.4% |
| Q1 2022 | $12,375,000 | +4.1% | 119,693 | +1.7% | 1.59% | +2.2% |
| Q4 2021 | $11,886,000 | +37.1% | 117,723 | +32.5% | 1.56% | +40.9% |
| Q3 2021 | $8,672,000 | +8.3% | 88,830 | +9.1% | 1.11% | +8.6% |
| Q2 2021 | $8,009,000 | +11.4% | 81,447 | +5.9% | 1.02% | +0.2% |
| Q1 2021 | $7,189,000 | +3.2% | 76,925 | -1.2% | 1.02% | -8.0% |
| Q4 2020 | $6,965,000 | – | 77,833 | – | 1.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Milestone Advisory Partners | 40,768 | $3,920,561 | 3.26% |
| ANDERSON HOAGLAND & CO | 175,324 | $16,860,488 | 2.25% |
| Destiny Wealth Partners, LLC | 81,065 | $7,795,779 | 1.57% |
| Compass Financial Group, INC/SD | 15,938 | $1,532,815 | 0.46% |
| Foundations Investment Advisors, LLC | 57,178 | $5,498,658 | 0.17% |
| Keystone Financial Group | 6,453 | $620,571 | 0.10% |
| Sharkey, Howes & Javer | 5,569 | $535,557 | 0.10% |
| BROWN WEALTH MANAGEMENT, LLC | 2,150 | $206,760 | 0.10% |
| Leonard Rickey Investment Advisors P.L.L.C. | 2,208 | $212,309 | 0.07% |
| UMB Bank, n.a. | 35,371 | $3,401,544 | 0.06% |