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 | $3,401,544 | -46.1% | 35,371 | -44.0% | 0.06% | -42.7% |
| Q2 2023 | $6,305,519 | -6.8% | 63,192 | -8.1% | 0.10% | -11.1% |
| Q1 2023 | $6,762,740 | +96690.3% | 68,741 | -3.2% | 0.11% | -1.8% |
| Q4 2022 | $6,987 | -99.9% | 71,018 | -17.9% | 0.11% | -15.4% |
| Q3 2022 | $7,715,000 | +10.1% | 86,526 | +18.9% | 0.13% | +19.3% |
| Q2 2022 | $7,007,000 | -6.4% | 72,747 | +0.4% | 0.11% | +10.1% |
| Q1 2022 | $7,488,000 | +5.2% | 72,429 | +8.4% | 0.10% | +10.0% |
| Q4 2021 | $7,119,000 | – | 66,803 | – | 0.09% | – |
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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% |