VANGUARD WELLINGTON FD's ticker is VFMF and the CUSIP is 921935607. A total of 42 filers reported holding VANGUARD WELLINGTON FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| ANDERSON HOAGLAND & CO | 264,031 | $27,263,794 | 3.64% |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 24,893 | $2,570,443 | 2.47% |
| Opus Capital Group, LLC | 103,779 | $10,716 | 1.90% |
| Seed Wealth Management, Inc. | 7,950 | $820,915 | 0.92% |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 10,996 | $1,135,444 | 0.26% |
| Cassia Capital Partners, LLC | 2,869 | $296,252 | 0.24% |
| Walkner Condon Financial Advisors LLC | 6,090 | $628,852 | 0.17% |
| Geneos Wealth Management Inc. | 30,057 | $3,103,686 | 0.16% |
| Onyx Bridge Wealth Group LLC | 6,317 | $652,321 | 0.15% |
| Physician Wealth Advisors, Inc. | 5,284 | $543,538 | 0.14% |