VANGUARD WELLINGTON FD's ticker is VFMO and the CUSIP is 921935508. A total of 31 filers reported holding VANGUARD WELLINGTON FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,900,955 | -8.3% | 140,233 | -2.0% | 2.13% | -4.6% |
| Q2 2023 | $17,343,809 | +9.3% | 143,048 | +1.5% | 2.23% | -2.2% |
| Q1 2023 | $15,866,607 | -0.1% | 140,988 | +2.2% | 2.28% | -1.4% |
| Q4 2022 | $15,879,114 | +56.5% | 138,019 | +43.9% | 2.31% | +42.3% |
| Q3 2022 | $10,144,000 | +20.3% | 95,910 | +22.7% | 1.62% | +28.3% |
| Q2 2022 | $8,432,000 | -16.2% | 78,172 | -1.8% | 1.27% | -2.2% |
| Q1 2022 | $10,064,000 | +4.6% | 79,613 | -1.4% | 1.30% | +2.7% |
| Q4 2021 | $9,619,000 | +1.9% | 80,714 | +10.0% | 1.26% | +4.7% |
| Q3 2021 | $9,441,000 | +13.9% | 73,406 | +16.4% | 1.20% | +14.2% |
| Q2 2021 | $8,291,000 | +31.0% | 63,057 | +23.5% | 1.05% | +17.8% |
| Q1 2021 | $6,329,000 | +191.9% | 51,071 | +165.4% | 0.90% | +160.2% |
| Q4 2020 | $2,168,000 | – | 19,243 | – | 0.34% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Services, Inc, | 269,274 | $30,532,835 | 2.38% |
| CABOT WEALTH MANAGEMENT INC | 129,598 | $14,695 | 2.25% |
| ANDERSON HOAGLAND & CO | 140,233 | $15,900,955 | 2.13% |
| RITHOLTZ WEALTH MANAGEMENT | 405,551 | $45,985,170 | 2.06% |
| LINCOLN CAPITAL CORP | 28,570 | $3,239,480 | 1.74% |
| Frisch Financial Group, Inc. | 27,818 | $3,154 | 1.28% |
| Nova R Wealth, Inc. | 13,761 | $1,560,404 | 1.08% |
| Armbruster Capital Management, Inc. | 36,290 | $4,114,898 | 1.04% |
| DAVIDSON INVESTMENT ADVISORS | 95,907 | $10,874,828 | 0.69% |
| Journey Advisory Group, LLC | 30,372 | $3,443,810 | 0.51% |