VANGUARD WELLINGTON FD's ticker is VFMO and the CUSIP is 921935508. A total of 64 filers reported holding VANGUARD WELLINGTON FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
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 | 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% |