VANGUARD WELLINGTON FD's ticker is VFMO and the CUSIP is 921935508. A total of 41 filers reported holding VANGUARD WELLINGTON FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,114,124 | -49.6% | 27,464 | -46.1% | 0.05% | -46.8% |
| Q2 2023 | $6,178,872 | -6.8% | 50,962 | -13.5% | 0.09% | -11.3% |
| Q1 2023 | $6,627,416 | +82556.7% | 58,890 | -16.2% | 0.11% | -16.5% |
| Q4 2022 | $8,018 | -99.9% | 70,295 | +15.4% | 0.13% | +16.5% |
| Q3 2022 | $6,442,000 | +36.1% | 60,913 | +37.2% | 0.11% | +47.3% |
| Q2 2022 | $4,733,000 | -18.5% | 44,412 | -3.3% | 0.07% | -3.9% |
| Q1 2022 | $5,804,000 | -5.9% | 45,913 | -0.8% | 0.08% | -1.3% |
| Q4 2021 | $6,166,000 | – | 46,306 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Newfound Research LLC | 39,875 | $5,129,000 | 8.30% |
| RITHOLTZ WEALTH MANAGEMENT | 268,622 | $34,550,000 | 2.40% |
| Strategic Financial Services, Inc, | 197,071 | $25,347,000 | 2.00% |
| ANDERSON HOAGLAND & CO | 73,406 | $9,441,000 | 1.20% |
| Richard P Slaughter Associates Inc | 19,065 | $2,452,000 | 0.97% |
| Fortis Advisors, LLC | 7,515 | $967,000 | 0.59% |
| Armbruster Capital Management, Inc. | 11,975 | $1,540,000 | 0.44% |
| Edge Capital Group, LLC | 33,894 | $4,359,000 | 0.35% |
| Tillar-Wenstrup Advisors, LLC | 4,764 | $613,000 | 0.28% |
| Mosaic Family Wealth, LLC | 6,224 | $801,000 | 0.22% |