Vanguard Wellington Fd's ticker is and the CUSIP is 921935201. A total of 6 filers reported holding Vanguard Wellington Fd in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $209,566 | -9.7% | 3,079 | -0.4% | 0.01% | -28.6% |
| Q3 2020 | $232,000 | +5.0% | 3,091 | 0.0% | 0.01% | -6.7% |
| Q2 2020 | $221,000 | -4.7% | 3,091 | 0.0% | 0.02% | +7.1% |
| Q4 2019 | $232,000 | -0.9% | 3,091 | -3.2% | 0.01% | -12.5% |
| Q3 2019 | $234,000 | +2.6% | 3,193 | 0.0% | 0.02% | +6.7% |
| Q2 2019 | $228,000 | -46.5% | 3,193 | -48.1% | 0.02% | -50.0% |
| Q1 2019 | $426,000 | +7.8% | 6,158 | 0.0% | 0.03% | -3.2% |
| Q4 2018 | $395,000 | -13.0% | 6,158 | 0.0% | 0.03% | +3.3% |
| Q3 2018 | $454,000 | +4.1% | 6,158 | 0.0% | 0.03% | 0.0% |
| Q2 2018 | $436,000 | 0.0% | 6,158 | 0.0% | 0.03% | -3.2% |
| Q1 2018 | $436,000 | -2.5% | 6,158 | 0.0% | 0.03% | -3.1% |
| Q4 2017 | $447,000 | -4.7% | 6,158 | -4.5% | 0.03% | -8.6% |
| Q3 2017 | $469,000 | +33.2% | 6,447 | +29.5% | 0.04% | +29.6% |
| Q2 2017 | $352,000 | +2.0% | 4,979 | 0.0% | 0.03% | -3.6% |
| Q1 2017 | $345,000 | -25.6% | 4,979 | -27.7% | 0.03% | -31.7% |
| Q4 2016 | $464,000 | +6.4% | 6,883 | +5.9% | 0.04% | 0.0% |
| Q3 2016 | $436,000 | +1.9% | 6,499 | 0.0% | 0.04% | -2.4% |
| Q2 2016 | $428,000 | +2.4% | 6,499 | 0.0% | 0.04% | 0.0% |
| Q1 2016 | $418,000 | -7.7% | 6,499 | -8.9% | 0.04% | -10.6% |
| Q4 2015 | $453,000 | -16.0% | 7,133 | -15.5% | 0.05% | -23.0% |
| Q3 2015 | $539,000 | -4.8% | 8,444 | 0.0% | 0.06% | +3.4% |
| Q2 2015 | $566,000 | +0.4% | 8,444 | +1.5% | 0.06% | -1.7% |
| Q1 2015 | $564,000 | -8.0% | 8,323 | -8.2% | 0.06% | -11.8% |
| Q4 2014 | $613,000 | -23.9% | 9,065 | -23.0% | 0.07% | -26.1% |
| Q3 2014 | $806,000 | -0.6% | 11,769 | 0.0% | 0.09% | +2.2% |
| Q2 2014 | $811,000 | -7.9% | 11,769 | -11.0% | 0.09% | -10.9% |
| Q1 2014 | $881,000 | – | 13,221 | – | 0.10% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tradewinds, LLC. | 31,144 | $2,237,405 | 1.44% |
| NORTHSTAR ASSET MANAGEMENT Co LLC | 4,956 | $328,732 | 0.10% |
| RE Dickinson Investment Advisors, LLC | 2,960 | $196 | 0.08% |
| Wallington Asset Management, LLC | 5,424 | $360 | 0.08% |
| TOWER BRIDGE ADVISORS | 12,800 | $849,043 | 0.07% |
| Coston, McIsaac & Partners | 1,034 | $68 | 0.03% |
| GOFEN & GLOSSBERG LLC /IL/ | 11,893 | $789 | 0.02% |
| NORTH STAR ASSET MANAGEMENT INC | 3,266 | $216,634 | 0.01% |