VANGUARD WELLINGTON FD's ticker is VFMF and the CUSIP is 921935607. A total of 29 filers reported holding VANGUARD WELLINGTON FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,263,794 | -7.8% | 264,031 | -7.2% | 3.64% | -4.1% |
| Q2 2023 | $29,571,916 | +8.9% | 284,592 | +3.9% | 3.80% | -2.5% |
| Q1 2023 | $27,151,998 | +3.3% | 273,996 | +5.1% | 3.90% | +1.9% |
| Q4 2022 | $26,286,917 | +32.7% | 260,771 | +15.5% | 3.82% | +20.6% |
| Q3 2022 | $19,813,000 | -31.6% | 225,755 | -29.0% | 3.17% | -27.1% |
| Q2 2022 | $28,954,000 | -9.5% | 317,814 | +3.3% | 4.35% | +5.6% |
| Q1 2022 | $32,000,000 | +43.5% | 307,673 | +40.4% | 4.12% | +40.9% |
| Q4 2021 | $22,300,000 | +15.0% | 219,089 | +12.5% | 2.92% | +18.2% |
| Q3 2021 | $19,392,000 | +13.4% | 194,694 | +15.0% | 2.47% | +13.7% |
| Q2 2021 | $17,099,000 | +28.0% | 169,298 | +22.8% | 2.17% | +15.1% |
| Q1 2021 | $13,356,000 | +58.3% | 137,884 | +36.7% | 1.89% | +41.2% |
| Q4 2020 | $8,435,000 | – | 100,841 | – | 1.34% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 47,336 | $4,690,817 | 4.15% |
| ANDERSON HOAGLAND & CO | 273,996 | $27,151,998 | 3.90% |
| Opus Capital Group, LLC | 90,915 | $9,009 | 1.65% |
| Seed Wealth Management, Inc. | 7,950 | $787,814 | 0.89% |
| Cassia Capital Partners, LLC | 2,996 | $296,892 | 0.24% |
| UMB Bank, n.a. | 136,960 | $13,572,216 | 0.22% |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 8,176 | $810,211 | 0.21% |
| Geneos Wealth Management Inc. | 31,410 | $3,112,731 | 0.19% |
| Physician Wealth Advisors, Inc. | 6,295 | $626,433 | 0.16% |
| IHT Wealth Management, LLC | 4,386 | $434,636 | 0.02% |