VANGUARD WELLINGTON FD's ticker is VFMF and the CUSIP is 921935607. A total of 43 filers reported holding VANGUARD WELLINGTON FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| Pacific Center for Financial Services | 68,842 | $5,674,000 | 2.77% |
| Pinnacle Wealth Management Advisory Group, LLC | 7,220 | $595,000 | 0.29% |
| Northstar Group, Inc. | 2,775 | $278,000 | 0.13% |
| Advisory Services Network, LLC | 4,200 | $346,000 | 0.02% |
| Parkside Financial Bank & Trust | 850 | $70,000 | 0.02% |
| PINNACLE ASSOCIATES LTD | 7,605 | $627,000 | 0.01% |
| Cambridge Investment Research Advisors, Inc. | 15,140 | $1,248,000 | 0.01% |
| COMMONWEALTH EQUITY SERVICES, LLC | 23,570 | $1,942,000 | 0.01% |
| JANE STREET GROUP, LLC | 30,054 | $2,477,000 | 0.01% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 7,526 | $620,000 | 0.01% |