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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-1.3K- 16.35% |
$172K - $190K
|
6.65K
$961K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-137- 7.96% |
$18.2K - $20K
|
1.59K
$229K
|
|
|
Oct 14, 2025
Q3 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
4.15K+ 1.41% |
$549K - $605K
|
298K
$43.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
2.73KNew |
$362K - $398K
|
2.73K
$394K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-150- 7.37% |
$19.9K - $21.9K
|
1.89K
$273K
|
|
|
Oct 03, 2025
Q3 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-15- 0.67% |
$1.99K - $2.19K
|
2.23K
$323K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
540+ 3.67% |
$60.1K - $72.6K
|
15.2K
$2.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
6.6KNew |
$735K - $888K
|
6.6K
$954K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.86KNew |
$652K - $788K
|
5.86K
$847K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.34K+ 396.25% |
$706K - $853K
|
7.95K
$1.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
2.37KNew |
$264K - $319K
|
2.37K
$343K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 1.0% |
$223 - $269
|
203
$29.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
339New |
$37.7K - $45.6K
|
339
$49K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-99- 10.05% |
$11K - $13.3K
|
886
$128K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.01K- 39.61% |
$112K - $135K
|
1.54K
$222K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-10- 0.51% |
$1.11K - $1.35K
|
1.96K
$283K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
45New |
$5.01K - $6.05K
|
45
$6.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.49KNew |
$166K - $200K
|
1.49K
$215K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
250+ 100.0% |
$27.8K - $33.6K
|
500
$72.3K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
31New |
$3.45K - $4.17K
|
31
$4.48K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 3.45% |
$223 - $269
|
60
$8.67K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
442New |
$49.2K - $59.4K
|
442
$63.9K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.35K+ 35.58% |
$412K - $462K
|
12.8K
$1.85M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
50+ 50.0% |
$6.14K - $6.9K
|
150
$21.7K
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
SELL
|
- |
-10- 0.12% |
$1.23K - $1.38K
|
8.41K
$1.22M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.58K+ 3.25% |
$316K - $355K
|
81.9K
$11.8M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
14+ 5.09% |
$1.72K - $1.93K
|
289
$41.8K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-49- 3.71% |
$6.02K - $6.76K
|
1.27K
$184K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-200- 40.0% |
$24.6K - $27.6K
|
300
$43.4K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
3.81KNew |
$468K - $526K
|
3.81K
$551K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
35New |
$4.3K - $4.83K
|
35
$5.06K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-2.69K- 18.11% |
$331K - $371K
|
12.2K
$1.76M
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.92KNew |
$247K - $271K
|
1.92K
$277K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
2.5KNew |
$322K - $354K
|
2.5K
$361K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.66KNew |
$214K - $235K
|
1.66K
$240K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3+ 0.15% |
$360 - $394
|
1.98K
$286K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
58New |
$6.96K - $7.61K
|
58
$8.38K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
135New |
$16.2K - $17.7K
|
135
$19.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
979New |
$117K - $129K
|
979
$141K
|
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
26New |
$3.12K - $3.41K
|
26
$3.76K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.69K- 14.16% |
$203K - $222K
|
10.3K
$1.48M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
40.2K+ 197.49% |
$4.82M - $5.27M
|
60.5K
$8.74M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
26New |
$3.12K - $3.41K
|
26
$3.76K
|
|
| Q2 2024 | |||||||
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-168- 9.15% |
$20K - $21.3K
|
1.67K
$241K
|
|
|
Aug 09, 2024
Q2 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-12.6K- 53.08% |
$1.49M - $1.59M
|
11.1K
$1.6M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-243- 18.26% |
$28.9K - $30.8K
|
1.09K
$157K
|
|
| Q1 2024 | |||||||
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
100New |
$11.2K - $12.7K
|
100
$14.5K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
210New |
$23.5K - $26.6K
|
210
$30.3K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
325+ 6.72% |
$36.4K - $41.2K
|
5.16K
$746K
|
|