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 |
|---|---|---|---|---|---|---|---|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
318+ 19.85% |
$41K - $45K
|
1.92K
$236K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.14K+ 142.22% |
$663K - $726K
|
8.75K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.6K+ 61.76% |
$464K - $509K
|
9.42K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
53.3K+ 1522.06% |
$6.87M - $7.53M
|
56.8K
$6.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
100New |
$12.9K - $14.1K
|
100
$12.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.71K+ 29.88% |
$220K - $241K
|
7.42K
$912K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
389+ 2.94% |
$50.2K - $55K
|
13.6K
$1.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
2.5KNew |
$322K - $354K
|
2.5K
$307K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
466+ 913.73% |
$60.1K - $65.9K
|
517
$63.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.92KNew |
$247K - $271K
|
1.92K
$236K
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
33+ 3.4% |
$4.26K - $4.67K
|
1.01K
$123K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.62K- 39.13% |
$209K - $229K
|
2.52K
$310K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.48% |
$129 - $141
|
208
$25.6K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.17K+ 22.17% |
$151K - $165K
|
6.43K
$790K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.67K+ 3.49% |
$345K - $378K
|
79.3K
$9.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-376- 5.24% |
$48.5K - $53.2K
|
6.8K
$835K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11.6K- 5.49% |
$1.5M - $1.64M
|
200K
$24.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
161+ 9.13% |
$20.8K - $22.8K
|
1.92K
$236K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-163- 3.83% |
$21K - $23K
|
4.1K
$503K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
427+ 10.52% |
$55.1K - $60.4K
|
4.49K
$551K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
30.6K+ 80.97% |
$3.95M - $4.33M
|
68.5K
$8.41M
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
25.6KNew |
$3.3M - $3.62M
|
25.6K
$3.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
132+ 3.81% |
$17K - $18.7K
|
3.59K
$442K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
275New |
$35.5K - $38.9K
|
275
$33.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.13K+ 11.37% |
$146K - $160K
|
11.1K
$1.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-106- 3.75% |
$13.7K - $15K
|
2.72K
$334K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
73KNew |
$9.42M - $10.3M
|
73K
$8.97M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
349+ 35.91% |
$45K - $49.4K
|
1.32K
$162K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
56New |
$7.22K - $7.92K
|
56
$6.88K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 1.82% |
$258 - $283
|
112
$13.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-8- 0.38% |
$1.03K - $1.13K
|
2.08K
$256K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
201New |
$25.9K - $28.4K
|
201
$24.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-752- 0.71% |
$97K - $106K
|
106K
$13M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.14K+ 65.68% |
$276K - $303K
|
5.4K
$663K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-150- 0.69% |
$19.3K - $21.2K
|
21.6K
$2.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.97KNew |
$254K - $279K
|
1.97K
$242K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
616+ 6.32% |
$79.4K - $87.1K
|
10.4K
$1.27M
|
|
|
Jan 27, 2025
Q4 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-145- 6.04% |
$18.7K - $20.5K
|
2.26K
$277K
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
2.74KNew |
$353K - $387K
|
2.74K
$337K
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-6.04K- 1.94% |
$779K - $854K
|
305K
$37.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.61K- 35.09% |
$724K - $794K
|
10.4K
$1.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
74+ 0.75% |
$9.54K - $10.5K
|
9.88K
$1.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
2.39K+ 11.06% |
$308K - $338K
|
24K
$2.95M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
14.9KNew |
$1.92M - $2.1M
|
14.9K
$1.83M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-144- 0.25% |
$18.6K - $20.4K
|
58.5K
$7.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.66KNew |
$214K - $235K
|
1.66K
$204K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
3.56KNew |
$427K - $467K
|
3.56K
$437K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.35KNew |
$522K - $571K
|
4.35K
$535K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
5.02KNew |
$601K - $658K
|
5.02K
$616K
|
|