BANK OF MONTREAL /CAN/ - VANGUARD WELLINGTON FD ownership

VANGUARD WELLINGTON FD's ticker is VFMV and the CUSIP is 921935409. A total of 40 filers reported holding VANGUARD WELLINGTON FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
BANK OF MONTREAL /CAN/ ownership history of VANGUARD WELLINGTON FD
ValueSharesWeighting
Q3 2023$14,066
+40.7%
140
+40.0%
0.00%
Q3 2022$10,0000.0%1000.0%0.00%
Q1 2021$10,0001000.00%
Other shareholders
VANGUARD WELLINGTON FD shareholders Q3 2023
NameSharesValueWeighting ↓
Milestone Advisory Partners 40,768$3,920,5613.26%
ANDERSON HOAGLAND & CO 175,324$16,860,4882.25%
Destiny Wealth Partners, LLC 81,065$7,795,7791.57%
Compass Financial Group, INC/SD 15,938$1,532,8150.46%
Foundations Investment Advisors, LLC 57,178$5,498,6580.17%
Keystone Financial Group 6,453$620,5710.10%
Sharkey, Howes & Javer 5,569$535,5570.10%
BROWN WEALTH MANAGEMENT, LLC 2,150$206,7600.10%
Leonard Rickey Investment Advisors P.L.L.C. 2,208$212,3090.07%
UMB Bank, n.a. 35,371$3,401,5440.06%
View complete list of VANGUARD WELLINGTON FD shareholders