VANGUARD WELLINGTON FD's ticker is VFVA and the CUSIP is 921935805. A total of 71 filers reported holding VANGUARD WELLINGTON FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
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. | 373,627 | $35,308,000 | 10.46% |
| Cassia Capital Partners, LLC | 63,441 | $5,995,000 | 5.42% |
| Paragon Wealth Strategies, LLC | 173,480 | $16,394,000 | 4.98% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 92,003 | $8,698,000 | 4.77% |
| Fortis Advisors, LLC | 55,825 | $5,275,000 | 3.75% |
| ANDERSON HOAGLAND & CO | 240,179 | $22,697,000 | 3.21% |
| Compass Ion Advisors, LLC | 65,775 | $6,216,000 | 2.56% |
| Symmetry Partners, LLC | 300,100 | $28,359,000 | 2.04% |
| Andesa Financial Management Inc. | 34,532 | $3,263,000 | 1.06% |
| PEAK FINANCIAL ADVISORS LLC | 8,242 | $779,000 | 0.66% |