VANGUARD WELLINGTON FD's ticker is VFQY and the CUSIP is 921935706. A total of 71 filers reported holding VANGUARD WELLINGTON FD in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $53,638 | -2.1% | 400 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $54,772 | +8.3% | 400 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $50,588 | +12.6% | 400 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $44,924 | -1.5% | 400 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $45,626 | +5.3% | 400 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $43,332 | +106.6% | 400 | +100.0% | 0.00% | +100.0% |
| Q4 2022 | $20,970 | +49.8% | 200 | +33.3% | 0.00% | 0.0% |
| Q3 2022 | $14,000 | – | 150 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hobart Private Capital, LLC | 147,740 | $16,851,786 | 6.27% |
| Armbruster Capital Management, Inc. | 179,764 | $20,504,517 | 5.05% |
| Professional Financial Advisors, LLC | 21,983 | $2,507,478 | 1.30% |
| GYL FINANCIAL SYNERGIES, LLC | 74,229 | $8,466,834 | 0.77% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 9,767 | $1,114,061 | 0.76% |
| Symmetry Partners, LLC | 102,940 | $11,742 | 0.62% |
| Arrowroot Family Office, LLC | 5,712 | $651,555 | 0.49% |
| Capital Advisors, Ltd. LLC | 16,998 | $1,939 | 0.29% |
| Coastline Trust Co | 16,591 | $1,892,432 | 0.26% |
| Pure Financial Advisors, LLC | 42,558 | $4,854,354 | 0.21% |