VANGUARD WELLINGTON FD shareholders Q1 2024

VANGUARD WELLINGTON FD's ticker is VFMF and the CUSIP is 921935607. A total of 63 filers reported holding VANGUARD WELLINGTON FD in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.2%.

VANGUARD WELLINGTON FD shareholders Q1 2024
NameSharesValueWeighting ↓
ANDERSON HOAGLAND & CO 317,395$38,983,2674.37%
Beacon Harbor Wealth Advisors, Inc. 83,789$10,6322.82%
ABSOLUTE CAPITAL MANAGEMENT, LLC 23,656$3,001,6681.91%
Opus Capital Group, LLC 96,845$12,2891.80%
Seed Wealth Management, Inc. 7,950$1,006,6290.96%
Cedar Point Capital Partners, LLC 9,712$1,232,3420.94%
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 16,468$2,089,6000.40%
Walkner Condon Financial Advisors LLC 14,742$1,870,5900.40%
Cassia Capital Partners, LLC 2,520$319,7590.21%
Onyx Bridge Wealth Group LLC 7,672$936,5000.17%
Geneos Wealth Management Inc. 24,753$3,140,9080.14%
UMB Bank, n.a. 61,486$7,801,8660.12%
Physician Wealth Advisors, Inc. 4,373$523,6690.11%
Cherry Tree Wealth Management, LLC 2,002$254,0310.06%
Cedar Brook Financial Partners, LLC 2,367$300,3410.06%
Pensionmark Financial Group, LLC 1,716$217,7790.03%
INSIGNEO ADVISORY SERVICES, LLC 2,020$256,3150.03%
Colonial Trust Advisors 1,621$205,6930.02%
Parkside Financial Bank & Trust 972$123,3360.02%
GREAT VALLEY ADVISOR GROUP, INC. 3,612$458,3210.01%
External links

This page lists VANGUARD WELLINGTON FD's shareholders in Q1 2024. To view VANGUARD WELLINGTON FD's shareholder history, click here.