VANGUARD WELLINGTON FD's ticker is VFVA and the CUSIP is 921935805. A total of 69 filers reported holding VANGUARD WELLINGTON FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $326,361 | +0.4% | 3,261 | 0.0% | 0.00% | – |
| Q2 2023 | $324,959 | +2.8% | 3,261 | 0.0% | 0.00% | – |
| Q1 2023 | $316,219 | -1.7% | 3,261 | 0.0% | 0.00% | – |
| Q4 2022 | $321,763 | +13.7% | 3,261 | 0.0% | 0.00% | – |
| Q3 2022 | $283,000 | -5.0% | 3,261 | 0.0% | 0.00% | – |
| Q2 2022 | $298,000 | -14.4% | 3,261 | 0.0% | 0.00% | – |
| Q1 2022 | $348,000 | +1.5% | 3,261 | 0.0% | 0.00% | – |
| Q4 2021 | $343,000 | +6.5% | 3,261 | 0.0% | 0.00% | – |
| Q3 2021 | $322,000 | -90.4% | 3,261 | -90.3% | 0.00% | -100.0% |
| Q2 2021 | $3,357,000 | – | 33,641 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Armbruster Capital Management, Inc. | 373,627 | $35,308,000 | 10.46% |
| Cassia Capital Partners, LLC | 63,441 | $5,995,000 | 5.42% |
| Paragon Wealth Strategies, LLC | 173,480 | $16,394,000 | 4.98% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 92,003 | $8,698,000 | 4.77% |
| Fortis Advisors, LLC | 55,825 | $5,275,000 | 3.75% |
| ANDERSON HOAGLAND & CO | 240,179 | $22,697,000 | 3.21% |
| Compass Ion Advisors, LLC | 65,775 | $6,216,000 | 2.56% |
| Symmetry Partners, LLC | 300,100 | $28,359,000 | 2.04% |
| Andesa Financial Management Inc. | 34,532 | $3,263,000 | 1.06% |
| PEAK FINANCIAL ADVISORS LLC | 8,242 | $779,000 | 0.66% |