Institutional Ownership Vanguard Wellington Fd Us Mult (VFMF)
This table provides information about the institutional ownership of Vanguard Wellington Fd Us Mult (VFMF). We have compiled data on the 70 institutions that hold shares in the stock, with a total of 1.1 Million shares, which have been reported (via 13F filing form) to have a value of $151 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Anderson Hoagland & CO
|
Jan 21, 2025 Q4 2024 |
305,179
shares
|
$41.6 Million
4.28% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
211,263
shares
|
$28.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.91%
|
|
|
Opus Capital Group, LLC
|
Jan 31, 2025 Q4 2024 |
105,878
shares
|
$14.4 Million
1.76% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
76,672
shares
|
$10.5 Million
1.39% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
60,506
shares
|
$8.25 Million
0.0% of portfolio
|
Q3 2024
Added 197.49%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
58,530
shares
|
$7.98 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
37,846
shares
|
$5.16 Million
0.0% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
23,984
shares
|
$3.27 Million
0.53% of portfolio
|
Q4 2024
Added 11.06%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
21,623
shares
|
$2.95 Million
0.59% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
14,861
shares
|
$2.03 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
13,245
shares
|
$1.81 Million
0.0% of portfolio
|
Q3 2024
Added 9.18%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
10,387
shares
|
$1.42 Million
0.05% of portfolio
|
Q4 2024
Reduced 35.09%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
10,368
shares
|
$1.41 Million
0.2% of portfolio
|
Q4 2024
Added 6.32%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,268
shares
|
$1.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 14.16%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
9,954
shares
|
$1.36 Million
0.0% of portfolio
|
Q3 2024
Reduced 75.89%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Jan 17, 2025 Q4 2024 |
9,880
shares
|
$1.35 Million
0.87% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2024 Q3 2024 |
8,418
shares
|
$1.15 Million
0.0% of portfolio
|
Q1 2024
Reduced 3.01%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jan 13, 2025 Q4 2024 |
7,950
shares
|
$1.08 Million
0.84% of portfolio
|
Q1 2023
Reduced 1.97%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
7,175
shares
|
$978,239
0.0% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
5,823
shares
|
$793,907
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
5,713
shares
|
$778,910
0.0% of portfolio
|
Q3 2024
Added 44.56%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
5,398
shares
|
$735,963
0.2% of portfolio
|
Q4 2024
Added 65.68%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
5,264
shares
|
$717,693
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
5,015
shares
|
$683,745
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
4,776
shares
|
$651,159
0.19% of portfolio
|
Q4 2022
Reduced 98.99%
|