VANGUARD WELLINGTON FD's ticker is VFVA and the CUSIP is 921935805. A total of 66 filers reported holding VANGUARD WELLINGTON FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,697,154 | -44.7% | 56,926 | -44.9% | 0.09% | -41.7% |
| Q2 2023 | $10,296,835 | -10.9% | 103,330 | -13.3% | 0.16% | -15.7% |
| Q1 2023 | $11,554,557 | +88102.7% | 119,156 | -10.2% | 0.18% | -10.6% |
| Q4 2022 | $13,100 | -99.9% | 132,761 | -19.5% | 0.21% | -14.5% |
| Q3 2022 | $14,329,000 | -1.7% | 165,002 | +3.4% | 0.24% | +6.6% |
| Q2 2022 | $14,578,000 | -14.3% | 159,600 | +0.1% | 0.23% | +0.9% |
| Q1 2022 | $17,011,000 | +4.5% | 159,396 | +2.9% | 0.22% | +9.2% |
| Q4 2021 | $16,273,000 | – | 154,867 | – | 0.21% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Armbruster Capital Management, Inc. | 361,584 | $35,753,000 | 10.22% |
| Paragon Wealth Strategies, LLC | 279,980 | $27,684,000 | 7.38% |
| Compass Ion Advisors, LLC | 119,227 | $11,789,000 | 4.24% |
| Frank, Rimerman Advisors LLC | 100,000 | $9,887,970 | 3.82% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 106,768 | $10,557,000 | 3.81% |
| Fortis Advisors, LLC | 89,773 | $5,674,000 | 3.47% |
| ANDERSON HOAGLAND & CO | 248,548 | $24,576,000 | 3.13% |
| MorganRosel Wealth Management, LLC | 47,164 | $4,664,000 | 2.55% |
| Symmetry Partners, LLC | 300,100 | $30,355,000 | 2.00% |
| Andesa Financial Management Inc. | 22,110 | $2,188,000 | 1.19% |