Purchases and Sales Made in Q4 2025 in Vanguard Wellington Fd Us Mult (VFMF)
This table provides information about the institutional ownership of Vanguard Wellington Fd Us Mult (VFMF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 05, 2026
Q4 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
2.29K+ 0.77% |
$319K - $337K
|
301K
$43.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Rhs Financial, LLC
|
BUY
|
- |
1.02K+ 21.75% |
$142K - $150K
|
5.69K
$822K
|
|
|
Jan 20, 2026
Q4 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
238+ 1.38% |
$33.2K - $35.1K
|
17.5K
$2.52M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
98+ 5.2% |
$13.7K - $14.4K
|
1.98K
$287K
|
|
|
Jan 06, 2026
Q4 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-6- 0.27% |
$836 - $884
|
2.23K
$322K
|
|
|
Jan 16, 2026
Q4 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-27- 0.61% |
$3.76K - $3.98K
|
4.38K
$634K
|
|
|
Jan 16, 2026
Q4 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-33- 1.51% |
$4.6K - $4.86K
|
2.15K
$311K
|
|
|
Jan 21, 2026
Q4 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-234- 11.97% |
$32.6K - $34.5K
|
1.72K
$249K
|
|
|
Jan 22, 2026
Q4 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-1.8K- 11.75% |
$251K - $266K
|
13.5K
$1.96M
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-5.44K- 25.81% |
$757K - $801K
|
15.6K
$2.26M
|
|