MORGAN STANLEY - VANGUARD WELLINGTON FD ownership

VANGUARD WELLINGTON FD's ticker is VFVA and the CUSIP is 921935805. A total of 71 filers reported holding VANGUARD WELLINGTON FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
MORGAN STANLEY ownership history of VANGUARD WELLINGTON FD
ValueSharesWeighting
Q3 2023$36,529
+0.4%
3650.0%0.00%
Q2 2023$36,372
+4587.1%
365
+4462.5%
0.00%
Q1 2023$776
-1.6%
80.0%0.00%
Q4 2022$789
-21.1%
80.0%0.00%
Q3 2022$1,0000.0%80.0%0.00%
Q2 2022$1,00080.00%
Other shareholders
VANGUARD WELLINGTON FD shareholders Q2 2022
NameSharesValueWeighting ↓
Armbruster Capital Management, Inc. 373,627$35,308,00010.46%
Cassia Capital Partners, LLC 63,441$5,995,0005.42%
Paragon Wealth Strategies, LLC 173,480$16,394,0004.98%
SOUNDMARK WEALTH MANAGEMENT, LLC 92,003$8,698,0004.77%
Fortis Advisors, LLC 55,825$5,275,0003.75%
ANDERSON HOAGLAND & CO 240,179$22,697,0003.21%
Compass Ion Advisors, LLC 65,775$6,216,0002.56%
Symmetry Partners, LLC 300,100$28,359,0002.04%
Andesa Financial Management Inc. 34,532$3,263,0001.06%
PEAK FINANCIAL ADVISORS LLC 8,242$779,0000.66%
View complete list of VANGUARD WELLINGTON FD shareholders