Latest Institutional Transactions on Vanguard Wellington Fd Us Mult (VFMF)
This table provides information on the latest institutional transactions involving Vanguard Wellington Fd Us Mult (VFMF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 24, 2025
Q3 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-80- 3.84% |
$10.6K - $11.7K
|
2K
$289K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
315+ 14.1% |
$41.7K - $46K
|
2.55K
$368K
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.89K+ 4.11% |
$780K - $859K
|
149K
$21.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
386New |
$51.1K - $56.3K
|
386
$55.8K
|
|
|
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
|
Morgan Stanley
New York, NY |
SELL
|
- |
-267- 96.74% |
$35.4K - $39K
|
9
$1.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.23K+ 18.24% |
$164K - $180K
|
8K
$1.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
250+ 1.2% |
$33.1K - $36.5K
|
21.1K
$3.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
166KNew |
$21.9M - $24.2M
|
166K
$23.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.49K+ 6.7% |
$329K - $363K
|
39.6K
$5.72M
|
|
|
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 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-214- 99.53% |
$28.4K - $31.2K
|
1
$145
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
467+ 6.35% |
$61.9K - $68.2K
|
7.82K
$1.13M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.72KNew |
$493K - $543K
|
3.72K
$538K
|
|
|
Nov 12, 2025
Q3 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
213+ 1.64% |
$28.2K - $31.1K
|
13.2K
$1.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
721+ 1.17% |
$95.5K - $105K
|
62.6K
$9.05M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 2.33% |
$133 - $146
|
44
$6.36K
|
|
|
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 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-12- 0.18% |
$1.59K - $1.75K
|
6.52K
$942K
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.84K+ 98.6% |
$642K - $707K
|
9.76K
$1.41M
|
|
|
Nov 10, 2025
Q3 2025
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-102- 0.51% |
$13.5K - $14.9K
|
19.9K
$2.88M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
1New |
$133 - $146
|
1
$145
|
|
|
Nov 07, 2025
Q3 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.6KNew |
$212K - $233K
|
1.6K
$231K
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
2.16KNew |
$286K - $315K
|
2.16K
$312K
|
|
|
Nov 06, 2025
Q3 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
248+ 5.96% |
$32.9K - $36.2K
|
4.41K
$637K
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
81+ 0.64% |
$10.7K - $11.8K
|
12.7K
$1.83M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
675+ 12.47% |
$89.4K - $98.5K
|
6.09K
$880K
|
|
|
Nov 05, 2025
Q3 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.64KNew |
$218K - $240K
|
1.64K
$237K
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
3.3K+ 32.5% |
$437K - $481K
|
13.4K
$1.94M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.36K- 2.42% |
$578K - $636K
|
176K
$25.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-156- 3.87% |
$20.7K - $22.8K
|
3.88K
$560K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
51+ 0.09% |
$6.76K - $7.44K
|
53.9K
$7.79M
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
2+ 28.57% |
$265 - $292
|
9
$1.3K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-841- 25.46% |
$111K - $123K
|
2.46K
$356K
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
45+ 4.22% |
$5.96K - $6.57K
|
1.11K
$161K
|
|
|
Oct 31, 2025
Q3 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-836- 0.79% |
$111K - $122K
|
104K
$15.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.42KNew |
$188K - $207K
|
1.42K
$205K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.48% |
$133 - $146
|
211
$30.5K
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
BUY
|
- |
1+ 0.44% |
$133 - $146
|
230
$33.2K
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
133+ 0.78% |
$17.6K - $19.4K
|
17.2K
$2.49M
|
|
|
Oct 28, 2025
Q3 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
5.06K+ 21.11% |
$671K - $738K
|
29K
$4.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
46+ 2.15% |
$6.1K - $6.71K
|
2.18K
$315K
|
|
|
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 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
BUY
|
- |
3.07K+ 191.57% |
$407K - $448K
|
4.67K
$675K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
960+ 2.35% |
$127K - $140K
|
41.8K
$6.04M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-180- 1.86% |
$23.9K - $26.3K
|
9.49K
$1.37M
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
76+ 1.22% |
$10.1K - $11.1K
|
6.3K
$910K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
5+ 0.33% |
$663 - $730
|
1.54K
$222K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
13+ 0.19% |
$1.72K - $1.9K
|
6.86K
$991K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-620- 3.88% |
$82.2K - $90.5K
|
15.3K
$2.22M
|
|