VANGUARD WELLINGTON FD's ticker is VFMF and the CUSIP is 921935607. 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 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $6,215,201 | -51.0% | 60,190 | -50.7% | 0.10% | -48.2% |
Q2 2023 | $12,689,801 | -6.5% | 122,123 | -10.8% | 0.19% | -11.1% |
Q1 2023 | $13,572,216 | +102246.9% | 136,960 | +2.1% | 0.22% | +3.3% |
Q4 2022 | $13,261 | -99.9% | 134,170 | -6.7% | 0.21% | -1.4% |
Q3 2022 | $12,620,000 | -29.4% | 143,792 | -27.9% | 0.21% | -23.4% |
Q2 2022 | $17,880,000 | -13.6% | 199,562 | +0.3% | 0.28% | +1.5% |
Q1 2022 | $20,693,000 | +46.2% | 198,958 | +50.7% | 0.27% | +53.1% |
Q4 2021 | $14,150,000 | – | 131,982 | – | 0.18% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
ANDERSON HOAGLAND & CO | 307,673 | $32,000,000 | 4.12% |
Opus Capital Group, LLC | 79,070 | $8,224,000 | 1.60% |
UMB Bank, n.a. | 198,958 | $20,693,000 | 0.27% |
Physician Wealth Advisors, Inc. | 9,092 | $932,000 | 0.25% |
Claraphi Advisory Network, LLC | 3,873 | $403,000 | 0.12% |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 2,500 | $260,000 | 0.07% |
Coastline Trust Co | 4,290 | $446,000 | 0.05% |
ENVESTNET ASSET MANAGEMENT INC | 267,047 | $27,775,000 | 0.01% |
Kestra Advisory Services, LLC | 11,879 | $1,235,000 | 0.01% |
Capital Advisors, Ltd. LLC | 760 | $79,000 | 0.01% |