VANGUARD WELLINGTON FD's ticker is VFMV and the CUSIP is 921935409. A total of 26 filers reported holding VANGUARD WELLINGTON FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| Milestone Advisory Partners | 40,768 | $3,920,561 | 3.26% |
| ANDERSON HOAGLAND & CO | 175,324 | $16,860,488 | 2.25% |
| Destiny Wealth Partners, LLC | 81,065 | $7,795,779 | 1.57% |
| Compass Financial Group, INC/SD | 15,938 | $1,532,815 | 0.46% |
| Foundations Investment Advisors, LLC | 57,178 | $5,498,658 | 0.17% |
| Keystone Financial Group | 6,453 | $620,571 | 0.10% |
| Sharkey, Howes & Javer | 5,569 | $535,557 | 0.10% |
| BROWN WEALTH MANAGEMENT, LLC | 2,150 | $206,760 | 0.10% |
| Leonard Rickey Investment Advisors P.L.L.C. | 2,208 | $212,309 | 0.07% |
| UMB Bank, n.a. | 35,371 | $3,401,544 | 0.06% |