Purchases and Sales Made in Q3 2025 in Vanguard Wellington Fd Us Mult (VFMF)
This table provides information about the institutional ownership of Vanguard Wellington Fd Us Mult (VFMF) during Q3 2025. The information is specifically focused on institutions that hold shares of VANGUARD WELLINGTON FD US MULT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
166KNew |
$21.9M - $24.2M
|
166K
$23.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.1K+ 15.85% |
$1.07M - $1.18M
|
59.2K
$8.55M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.89K+ 4.11% |
$780K - $859K
|
149K
$21.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
5.06K+ 21.11% |
$671K - $738K
|
29K
$4.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.84K+ 98.6% |
$642K - $707K
|
9.76K
$1.41M
|
|
|
Oct 14, 2025
Q3 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
4.15K+ 1.41% |
$549K - $605K
|
298K
$43.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.72KNew |
$493K - $543K
|
3.72K
$538K
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
3.3K+ 32.5% |
$437K - $481K
|
13.4K
$1.94M
|
|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
BUY
|
- |
3.07K+ 191.57% |
$407K - $448K
|
4.67K
$675K
|
|
|
Oct 10, 2025
Q3 2025
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
2.73KNew |
$362K - $398K
|
2.73K
$394K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.49K+ 6.7% |
$329K - $363K
|
39.6K
$5.72M
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
2.16KNew |
$286K - $315K
|
2.16K
$312K
|
|
|
Nov 05, 2025
Q3 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.64KNew |
$218K - $240K
|
1.64K
$237K
|
|
|
Nov 07, 2025
Q3 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.6KNew |
$212K - $233K
|
1.6K
$231K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.42KNew |
$188K - $207K
|
1.42K
$205K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.29K+ 8.25% |
$171K - $188K
|
16.9K
$2.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.23K+ 18.24% |
$164K - $180K
|
8K
$1.16M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
960+ 2.35% |
$127K - $140K
|
41.8K
$6.04M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
721+ 1.17% |
$95.5K - $105K
|
62.6K
$9.05M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
675+ 12.47% |
$89.4K - $98.5K
|
6.09K
$880K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
467+ 6.35% |
$61.9K - $68.2K
|
7.82K
$1.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
386New |
$51.1K - $56.3K
|
386
$55.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
381+ 2.5% |
$50.5K - $55.6K
|
15.6K
$2.26M
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
315+ 14.1% |
$41.7K - $46K
|
2.55K
$368K
|
|
|
Nov 14, 2025
Q3 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
250+ 1.2% |
$33.1K - $36.5K
|
21.1K
$3.04M
|
|
|
Nov 06, 2025
Q3 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
248+ 5.96% |
$32.9K - $36.2K
|
4.41K
$637K
|
|
|
Nov 12, 2025
Q3 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
213+ 1.64% |
$28.2K - $31.1K
|
13.2K
$1.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
169+ 1.42% |
$22.4K - $24.7K
|
12.1K
$1.74M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
133+ 0.78% |
$17.6K - $19.4K
|
17.2K
$2.49M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
102+ 1.39% |
$13.5K - $14.9K
|
7.44K
$1.07M
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
81+ 0.64% |
$10.7K - $11.8K
|
12.7K
$1.83M
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
76+ 1.22% |
$10.1K - $11.1K
|
6.3K
$910K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
51+ 0.09% |
$6.76K - $7.44K
|
53.9K
$7.79M
|
|
|
Oct 27, 2025
Q3 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
46+ 2.15% |
$6.1K - $6.71K
|
2.18K
$315K
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
45+ 4.22% |
$5.96K - $6.57K
|
1.11K
$161K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
13+ 0.19% |
$1.72K - $1.9K
|
6.86K
$991K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
5+ 0.33% |
$663 - $730
|
1.54K
$222K
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
2+ 28.57% |
$265 - $292
|
9
$1.3K
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
BUY
|
- |
1+ 0.44% |
$133 - $146
|
230
$33.2K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.48% |
$133 - $146
|
211
$30.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 2.33% |
$133 - $146
|
44
$6.36K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
1New |
$133 - $146
|
1
$145
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-12- 0.18% |
$1.59K - $1.75K
|
6.52K
$942K
|
|
|
Oct 03, 2025
Q3 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-15- 0.67% |
$1.99K - $2.19K
|
2.23K
$323K
|
|
|
Nov 24, 2025
Q3 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-80- 3.84% |
$10.6K - $11.7K
|
2K
$289K
|
|
|
Nov 10, 2025
Q3 2025
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-102- 0.51% |
$13.5K - $14.9K
|
19.9K
$2.88M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-137- 7.96% |
$18.2K - $20K
|
1.59K
$229K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-150- 7.37% |
$19.9K - $21.9K
|
1.89K
$273K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-156- 3.87% |
$20.7K - $22.8K
|
3.88K
$560K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-180- 1.86% |
$23.9K - $26.3K
|
9.49K
$1.37M
|
|