VANGUARD WELLINGTON FD's ticker is VFQY and the CUSIP is 921935706. A total of 57 filers reported holding VANGUARD WELLINGTON FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $626,918 | -1.3% | 5,582 | +0.3% | 0.08% | +2.4% |
| Q2 2023 | $635,108 | +5.6% | 5,568 | +0.3% | 0.08% | -4.7% |
| Q1 2023 | $601,279 | +0.7% | 5,550 | +0.3% | 0.09% | -1.1% |
| Q4 2022 | $597,062 | +13.7% | 5,535 | +0.3% | 0.09% | +3.6% |
| Q3 2022 | $525,000 | -7.4% | 5,516 | -1.1% | 0.08% | -1.2% |
| Q2 2022 | $567,000 | +14.8% | 5,580 | +31.2% | 0.08% | +32.8% |
| Q1 2022 | $494,000 | – | 4,253 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Armbruster Capital Management, Inc. | 114,289 | $11,393,000 | 3.82% |
| Symmetry Partners, LLC | 114,409 | $11,405,000 | 0.88% |
| Coastline Trust Co | 17,026 | $1,698,000 | 0.23% |
| Capital Advisors, Ltd. LLC | 4,542 | $453,000 | 0.10% |
| Destiny Wealth Partners, LLC | 3,129 | $312,000 | 0.06% |
| Laurel Wealth Advisors, Inc. | 2,791 | $278,000 | 0.04% |
| QCI ASSET MANAGEMENT INC/NY | 6,400 | $638,000 | 0.04% |
| Center for Financial Planning, Inc. | 900 | $90,000 | 0.02% |
| D.A. DAVIDSON & CO. | 5,435 | $542,000 | 0.01% |
| EATON VANCE MANAGEMENT | 22,720 | $2,264,000 | 0.00% |