VANGUARD WELLINGTON FD's ticker is VFVA and the CUSIP is 921935805. A total of 83 filers reported holding VANGUARD WELLINGTON FD in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,645,576 | -4.6% | 58,774 | +0.7% | 0.11% | -0.9% |
| Q1 2024 | $6,962,415 | +8.1% | 58,341 | +2.0% | 0.11% | +17.0% |
| Q4 2023 | $6,443,259 | +13.1% | 57,187 | +0.5% | 0.09% | +3.3% |
| 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. | 429,032 | $48,339,057 | 11.01% |
| Fortis Advisors, LLC | 56,189 | $6,330,856 | 4.30% |
| ANDERSON HOAGLAND & CO | 250,128 | $27,246,447 | 3.34% |
| MorganRosel Wealth Management, LLC | 55,724 | $6,278,423 | 2.43% |
| Smart Money Group LLC | 34,175 | $3,850,553 | 1.68% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 27,291 | $3,074,822 | 1.52% |
| Symmetry Partners, LLC | 193,944 | $22,001 | 1.19% |
| RWA WEALTH PARTNERS, LLC | 617,620 | $69,587,288 | 0.99% |
| Rockingstone Advisors LLC | 12,370 | $1,393,728 | 0.78% |
| Stokes Family Office, LLC | 38,868 | $4,379,232 | 0.59% |