VANGUARD WELLINGTON FD shareholders Q2 2024

VANGUARD WELLINGTON FD's ticker is VFMF and the CUSIP is 921935607. A total of 55 filers reported holding VANGUARD WELLINGTON FD in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.2%.

VANGUARD WELLINGTON FD shareholders Q2 2024
NameSharesValueWeighting ↓
ANDERSON HOAGLAND & CO 311,780$37,834,5553.97%
Opus Capital Group, LLC 98,029$11,9991.71%
Per Stirling Capital Management, LLC. 75,693$9,265,2551.49%
Cedar Point Capital Partners, LLC 9,731$1,191,1300.89%
Seed Wealth Management, Inc. 7,950$973,1250.85%
ABSOLUTE CAPITAL MANAGEMENT, LLC 11,100$1,358,7030.82%
Walkner Condon Financial Advisors LLC 19,255$2,356,9220.51%
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 17,764$2,174,4150.41%
Cassia Capital Partners, LLC 2,382$291,5700.19%
Onyx Bridge Wealth Group LLC 8,414$1,029,9370.17%
UMB Bank, n.a. 61,744$7,557,8180.12%
Physician Wealth Advisors, Inc. 4,361$567,5290.10%
Geneos Wealth Management Inc. 15,982$1,956,3570.09%
Cherry Tree Wealth Management, LLC 2,162$264,6420.07%
INSIGNEO ADVISORY SERVICES, LLC 1,979$237,3510.03%
Parkside Financial Bank & Trust 972$118,9790.02%
Colonial Trust Advisors 1,621$198,4260.02%
Pensionmark Financial Group, LLC 1,771$216,8180.01%
GREAT VALLEY ADVISOR GROUP, INC. 3,612$442,1290.01%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 2,500$306,0140.01%
External links

This page lists VANGUARD WELLINGTON FD's shareholders in Q2 2024. To view VANGUARD WELLINGTON FD's shareholder history, click here.