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 85 institutions that hold shares in the stock, with a total of 1.57 Million shares, which have been reported (via 13F filing form) to have a value of $227 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Anderson Hoagland & CO
|
Oct 14, 2025 Q3 2025 |
298,366
shares
|
$43.1 Million
3.93% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
175,522
shares
|
$25.4 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.42%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Nov 14, 2025 Q3 2025 |
165,537
shares
|
$23.9 Million
3.97% of portfolio
|
Q3 2025
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
149,267
shares
|
$21.6 Million
0.48% of portfolio
|
Q3 2025
Added 4.11%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2025 Q3 2025 |
104,479
shares
|
$15.1 Million
1.69% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
62,594
shares
|
$9.05 Million
0.02% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
60,506
shares
|
$8.74 Million
0.0% of portfolio
|
Q3 2024
Added 197.49%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
59,167
shares
|
$8.55 Million
0.0% of portfolio
|
Q3 2025
Added 15.85%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
53,929
shares
|
$7.79 Million
0.12% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
41,797
shares
|
$6.04 Million
0.16% of portfolio
|
Q3 2025
Added 2.35%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
39,587
shares
|
$5.72 Million
0.0% of portfolio
|
Q3 2025
Added 6.7%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
29,029
shares
|
$4.2 Million
0.62% of portfolio
|
Q3 2025
Added 21.11%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
21,058
shares
|
$3.04 Million
0.42% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Partners In Financial Planning
Salem, VA |
Nov 10, 2025 Q3 2025 |
19,917
shares
|
$2.88 Million
0.5% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
17,223
shares
|
$2.49 Million
0.41% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
16,880
shares
|
$2.44 Million
0.0% of portfolio
|
Q3 2025
Added 8.25%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
15,630
shares
|
$2.26 Million
0.0% of portfolio
|
Q2 2025
Added 3.67%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
15,349
shares
|
$2.22 Million
0.11% of portfolio
|
Q3 2025
Reduced 3.88%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
13,445
shares
|
$1.94 Million
0.58% of portfolio
|
Q3 2025
Added 32.5%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
13,172
shares
|
$1.9 Million
1.08% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
12,689
shares
|
$1.83 Million
0.22% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
12,170
shares
|
$1.76 Million
0.1% of portfolio
|
Q1 2025
Reduced 18.11%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Oct 22, 2025 Q3 2025 |
12,059
shares
|
$1.74 Million
1.14% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,268
shares
|
$1.48 Million
0.0% of portfolio
|
Q3 2024
Reduced 14.16%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
9,755
shares
|
$1.41 Million
0.02% of portfolio
|
Q3 2025
Added 98.6%
|
|