Institutional Ownership Vanguard Wellington Fd Us Mult (VFMF)
This table provides information about the institutional ownership of Vanguard Wellington Fd Us Mult (VFMF). We have compiled data on the 73 institutions that hold shares in the stock, with a total of 1.3 Million shares, which have been reported (via 13F filing form) to have a value of $161 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Anderson Hoagland & CO
|
Apr 09, 2025 Q1 2025 |
294,338
shares
|
$36.4 Million
4.01% of portfolio
|
Q1 2025
Reduced 3.55%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
198,594
shares
|
$24.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Opus Capital Group, LLC
|
Apr 30, 2025 Q1 2025 |
105,153
shares
|
$13 Million
1.71% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
79,345
shares
|
$9.81 Million
1.47% of portfolio
|
Q4 2024
Added 3.49%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
73,038
shares
|
$9.03 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
68,491
shares
|
$8.46 Million
0.0% of portfolio
|
Q4 2024
Added 80.97%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
60,506
shares
|
$7.48 Million
0.0% of portfolio
|
Q3 2024
Added 197.49%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
56,221
shares
|
$6.95 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
54,835
shares
|
$6.78 Million
0.12% of portfolio
|
Q1 2025
Reduced 6.31%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
25,612
shares
|
$3.17 Million
0.88% of portfolio
|
Q4 2024
New holding
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
23,984
shares
|
$2.96 Million
0.53% of portfolio
|
Q4 2024
Added 11.06%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
21,201
shares
|
$2.62 Million
0.56% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Partners In Financial Planning
Salem, VA |
Apr 30, 2025 Q1 2025 |
20,619
shares
|
$2.55 Million
0.52% of portfolio
|
Q3 2021
Reduced 0.85%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
13,634
shares
|
$1.68 Million
0.0% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
12,310
shares
|
$1.52 Million
0.24% of portfolio
|
Q1 2025
Added 18.73%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
12,170
shares
|
$1.5 Million
0.1% of portfolio
|
Q1 2025
Reduced 18.11%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
11,570
shares
|
$1.43 Million
1.15% of portfolio
|
Q1 2025
Added 322.42%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
11,086
shares
|
$1.37 Million
0.0% of portfolio
|
Q4 2024
Added 11.37%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
10,387
shares
|
$1.28 Million
0.05% of portfolio
|
Q4 2024
Reduced 35.09%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,268
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2024
Reduced 14.16%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Jan 17, 2025 Q4 2024 |
9,880
shares
|
$1.22 Million
0.87% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
9,419
shares
|
$1.16 Million
0.02% of portfolio
|
Q4 2024
Added 61.76%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
8,749
shares
|
$1.08 Million
0.03% of portfolio
|
Q4 2024
Added 142.22%
|
|
|
First Manhattan CO
New York, NY |
Feb 14, 2025 Q4 2024 |
8,418
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2024
Reduced 3.01%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Apr 18, 2025 Q1 2025 |
7,950
shares
|
$982,461
0.82% of portfolio
|
Q1 2023
Reduced 1.97%
|