VANGUARD WELLINGTON FD's ticker is VFMF and the CUSIP is 921935607. A total of 32 filers reported holding VANGUARD WELLINGTON FD in Q2 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SYM FINANCIAL Corp | 21,384 | $1,208,000 | 1.22% |
| Pinnacle Wealth Management Advisory Group, LLC | 13,427 | $759,000 | 0.37% |
| Physician Wealth Advisors, Inc. | 7,930 | $467,000 | 0.23% |
| Carroll Financial Associates, Inc. | 18,468 | $1,043,000 | 0.10% |
| PINNACLE ASSOCIATES LTD | 16,607 | $939,000 | 0.03% |
| Belpointe Asset Management LLC | 2,312 | $131,000 | 0.02% |
| Advisory Alpha, LLC | 1,302 | $77,190,000 | 0.02% |
| Pacific Center for Financial Services | 423 | $24,000 | 0.02% |
| FIRST MANHATTAN CO. LLC. | 34,992 | $1,977,000 | 0.01% |
| COMMONWEALTH EQUITY SERVICES, LLC | 30,810 | $1,741,000 | 0.01% |