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 |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
9,494
shares
|
$1.37 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2025 Q3 2025 |
8,408
shares
|
$1.22 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
7,999
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2025
Added 18.24%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
7,820
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2025
Added 6.35%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
7,436
shares
|
$1.07 Million
0.01% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
6,855
shares
|
$990,684
0.02% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Oct 15, 2025 Q3 2025 |
6,650
shares
|
$961,058
0.66% of portfolio
|
Q3 2025
Reduced 16.35%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
6,519
shares
|
$942,125
0.0% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
6,298
shares
|
$910,186
0.11% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
6,088
shares
|
$879,837
0.02% of portfolio
|
Q3 2025
Added 12.47%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
4,776
shares
|
$690,227
0.19% of portfolio
|
Q4 2022
Reduced 98.99%
|
|
|
Rhs Financial, LLC
|
Oct 22, 2025 Q3 2025 |
4,671
shares
|
$675,052
0.36% of portfolio
|
Q3 2025
Added 191.57%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Nov 06, 2025 Q3 2025 |
4,411
shares
|
$637,477
0.17% of portfolio
|
Q3 2025
Added 5.96%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
3,877
shares
|
$560,304
0.09% of portfolio
|
Q3 2025
Reduced 3.87%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
3,720
shares
|
$537,614
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Benson Investment Management Company, Inc.
|
Oct 10, 2025 Q3 2025 |
2,729
shares
|
$394,395
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
2,549
shares
|
$368,381
0.02% of portfolio
|
Q3 2025
Added 14.1%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
2,500
shares
|
$361,300
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
2,462
shares
|
$355,808
0.01% of portfolio
|
Q3 2025
Reduced 25.46%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 10, 2025 Q3 2025 |
2,373
shares
|
$342,945
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
First Citizens Financial Corp
|
Jan 06, 2026 Q4 2025 |
2,227
shares
|
$321,846
0.16% of portfolio
|
Q4 2025
Reduced 0.27%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Oct 27, 2025 Q3 2025 |
2,183
shares
|
$315,487
0.17% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
2,156
shares
|
$311,585
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
2,003
shares
|
$289,473
0.06% of portfolio
|
Q3 2025
Reduced 3.84%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
1,984
shares
|
$286,727
0.01% of portfolio
|
Q4 2025
Added 5.2%
|
|