VANGUARD WELLINGTON FD's ticker is VFMV and the CUSIP is 921935409. A total of 30 filers reported holding VANGUARD WELLINGTON FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,502 | -3.6% | 130 | 0.0% | 0.00% | – |
| Q2 2023 | $12,972 | +1.4% | 130 | 0.0% | 0.00% | – |
| Q1 2023 | $12,789 | -50.0% | 130 | -50.0% | 0.00% | – |
| Q4 2022 | $25,579 | +11.2% | 260 | 0.0% | 0.00% | – |
| Q3 2022 | $23,000 | -25.8% | 260 | -19.0% | 0.00% | – |
| Q2 2022 | $31,000 | +6.9% | 321 | +14.6% | 0.00% | – |
| Q1 2022 | $29,000 | -3.3% | 280 | 0.0% | 0.00% | – |
| Q4 2021 | $30,000 | +11.1% | 280 | 0.0% | 0.00% | – |
| Q3 2021 | $27,000 | -3.6% | 280 | 0.0% | 0.00% | – |
| Q2 2021 | $28,000 | -56.9% | 280 | -59.9% | 0.00% | – |
| Q1 2021 | $65,000 | +182.6% | 698 | +168.5% | 0.00% | – |
| Q4 2020 | $23,000 | +9.5% | 260 | 0.0% | 0.00% | – |
| Q3 2020 | $21,000 | 0.0% | 260 | 0.0% | 0.00% | – |
| Q2 2020 | $21,000 | -67.2% | 260 | -70.7% | 0.00% | – |
| Q1 2020 | $64,000 | +18.5% | 888 | +52.1% | 0.00% | – |
| Q4 2019 | $54,000 | +3.8% | 584 | 0.0% | 0.00% | – |
| Q3 2019 | $52,000 | +4.0% | 584 | 0.0% | 0.00% | – |
| Q2 2019 | $50,000 | +4.2% | 584 | 0.0% | 0.00% | – |
| Q1 2019 | $48,000 | +11.6% | 584 | 0.0% | 0.00% | – |
| Q4 2018 | $43,000 | -14.0% | 584 | 0.0% | 0.00% | – |
| Q3 2018 | $50,000 | +4.2% | 584 | 0.0% | 0.00% | – |
| Q2 2018 | $48,000 | – | 584 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ANDERSON HOAGLAND & CO | 154,899 | $13,811,000 | 2.21% |
| Destiny Wealth Partners, LLC | 80,909 | $7,214,000 | 1.62% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 6,392 | $570,000 | 0.18% |
| UMB Bank, n.a. | 86,526 | $7,715,000 | 0.13% |
| Autus Asset Management, LLC | 5,295 | $472,000 | 0.09% |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 1,475 | $132,000 | 0.07% |
| SeaCrest Wealth Management, LLC | 4,011 | $358,000 | 0.05% |
| AVANTAX ADVISORY SERVICES, INC. | 38,595 | $3,441,000 | 0.05% |
| Parkside Financial Bank & Trust | 1,381 | $123,000 | 0.04% |
| SRS Capital Advisors, Inc. | 732 | $65,000 | 0.01% |