VANGUARD WELLINGTON FD's ticker is VFMO and the CUSIP is 921935508. A total of 42 filers reported holding VANGUARD WELLINGTON FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $705 | +16.3% | 6 | +20.0% | 0.00% | – |
| Q2 2023 | $606 | +7.6% | 5 | 0.0% | 0.00% | – |
| Q1 2023 | $563 | -1.2% | 5 | 0.0% | 0.00% | – |
| Q4 2022 | $570 | -43.0% | 5 | 0.0% | 0.00% | – |
| Q3 2022 | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – |
| Q2 2022 | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – |
| Q1 2022 | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – |
| Q4 2021 | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – |
| Q3 2021 | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – |
| Q2 2021 | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – |
| Q1 2021 | $1,000 | – | 5 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Newfound Research LLC | 15,593 | $1,757,000 | 4.52% |
| Strategic Financial Services, Inc, | 190,289 | $21,436,000 | 1.92% |
| Armbruster Capital Management, Inc. | 15,550 | $1,752,000 | 0.59% |
| Edge Capital Group, LLC | 36,709 | $4,135,000 | 0.35% |
| ANDERSON HOAGLAND & CO | 19,243 | $2,168,000 | 0.34% |
| Graypoint LLC | 5,283 | $595,000 | 0.10% |
| Physician Wealth Advisors, Inc. | 1,907 | $247,000 | 0.08% |
| Chicago Partners Investment Group LLC | 4,349 | $537,000 | 0.05% |
| Autus Asset Management, LLC | 2,435 | $274,000 | 0.04% |
| ATLAS CAPITAL ADVISORS LLC | 416 | $46,862,000 | 0.01% |