VANGUARD WELLINGTON FD's ticker is VFVA and the CUSIP is 921935805. A total of 64 filers reported holding VANGUARD WELLINGTON FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $24,768,730 | -21.0% | 247,489 | -21.3% | 3.31% | -17.8% |
| Q2 2023 | $31,345,102 | +2.2% | 314,552 | -0.5% | 4.03% | -8.5% |
| Q1 2023 | $30,667,202 | -3.5% | 316,255 | +2.1% | 4.40% | -4.8% |
| Q4 2022 | $31,795,555 | +22.1% | 309,657 | +3.2% | 4.63% | +10.9% |
| Q3 2022 | $26,047,000 | +1.9% | 299,937 | +9.2% | 4.17% | +8.7% |
| Q2 2022 | $25,550,000 | -11.9% | 274,699 | +1.1% | 3.84% | +2.9% |
| Q1 2022 | $28,985,000 | +9.5% | 271,603 | +6.6% | 3.73% | +7.5% |
| Q4 2021 | $26,469,000 | +7.7% | 254,900 | +2.6% | 3.47% | +10.8% |
| Q3 2021 | $24,576,000 | +0.8% | 248,548 | +1.7% | 3.13% | +1.0% |
| Q2 2021 | $24,390,000 | +7.5% | 244,434 | +1.8% | 3.10% | -3.4% |
| Q1 2021 | $22,697,000 | +28.7% | 240,179 | +6.3% | 3.21% | +14.7% |
| Q4 2020 | $17,640,000 | +2130.1% | 225,870 | +2057.9% | 2.80% | +514.7% |
| Q1 2018 | $791,000 | – | 10,467 | – | 0.46% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Armbruster Capital Management, Inc. | 422,629 | $42,296,759 | 10.68% |
| Milestone Advisory Partners | 71,265 | $7,132,201 | 5.93% |
| Fortis Advisors, LLC | 56,327 | $5,637,236 | 3.99% |
| ANDERSON HOAGLAND & CO | 247,489 | $24,768,730 | 3.31% |
| MorganRosel Wealth Management, LLC | 60,095 | $6,014,308 | 2.51% |
| Pacific Center for Financial Services | 57,505 | $5,755,061 | 1.96% |
| Smart Money Group LLC | 35,382 | $3,541,068 | 1.68% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 28,754 | $2,877,494 | 1.60% |
| RWA WEALTH PARTNERS, LLC | 626,550 | $62,705,159 | 1.37% |
| Symmetry Partners, LLC | 206,355 | $20,652 | 1.12% |