HolderBook

VANGUARD WELLINGTON FD (VFLQ)

Institutional ownership reported to the SEC as of Q3 2022, across 16 quarters.

8
Reporting holders
$14.1M
Reported value
0.0%
Held as options
+1
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
ANDERSON HOAGLAND & CO$7.8M88,9441.24%8q-39.8%-$5.1M
UMB Bank, n.a.$4.8M55,4960.08%4q-41.5%-$3.4M
JANE STREET GROUP, LLC$776.0K8,8960.00%11q+13.2%+$90.5K
UBS Group AG$347.0K3,9720.00%4q+2264.3%+$332.3K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$268.0K3,0720.00%newNEW
Parkside Financial Bank & Trust$57.0K6570.02%16qHELD
City State Bank$9.0K1000.01%3qHELD
McIlrath & Eck, LLC$1.0K110.00%16q-99.8%-$596.2K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 20228$14.1M161,1481230.0%
Q2 20227$23.5M257,9700220.0%
Q1 20229$27.4M259,9742410.0%
Q4 20218$27.1M247,7612310.0%
Q3 20216$17.3M157,5450500.0%
Q2 20216$16.6M150,2600310.0%
Q1 20216$16.2M153,5461300.0%
Q4 20206$12.7M135,4442100.0%
Q3 20208$3.9M50,4130120.0%
Q2 20208$4.1M54,3081220.0%
Q1 20207$2.7M42,9112100.0%
Q4 20195$1.6M18,1510210.0%
Q3 20196$1.6M18,8243200.0%
Q2 20193$160.0K1,9310100.0%
Q1 20194$1.7M21,4320120.0%
Q4 20186$2.2M32,1151000.0%