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 71 institutions that hold shares in the stock, with a total of 1.18 Million shares, which have been reported (via 13F filing form) to have a value of $161 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
4,776
shares
|
$651,016
0.19% of portfolio
|
Q4 2022
Reduced 98.99%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
4,352
shares
|
$593,221
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
4,261
shares
|
$580,816
0.1% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
4,145
shares
|
$565,004
0.01% of portfolio
|
Q3 2024
Added 16.89%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
4,060
shares
|
$553,418
0.01% of portfolio
|
Q3 2024
Added 9.52%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,768
shares
|
$513,616
0.0% of portfolio
|
Q3 2024
Reduced 8.41%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
3,612
shares
|
$492,351
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
3,560
shares
|
$485,263
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
3,499
shares
|
$476,948
0.0% of portfolio
|
Q3 2024
Added 6.06%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
3,462
shares
|
$471,905
0.0% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
2,739
shares
|
$373,353
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
2,717
shares
|
$370,354
0.0% of portfolio
|
Q4 2024
Reduced 3.75%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
2,500
shares
|
$340,775
0.01% of portfolio
|
Q3 2020
New holding
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Jan 27, 2025 Q4 2024 |
2,256
shares
|
$307,515
0.19% of portfolio
|
Q4 2024
Reduced 6.04%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
2,083
shares
|
$283,933
0.07% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
1,982
shares
|
$270,166
0.03% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
1,973
shares
|
$268,939
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
1,965
shares
|
$267,849
0.0% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
1,763
shares
|
$240,314
0.01% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
1,659
shares
|
$226,138
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
1,602
shares
|
$218,368
0.01% of portfolio
|
Q3 2024
Added 18.14%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
1,321
shares
|
$180,065
0.02% of portfolio
|
Q4 2024
Added 35.91%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
1,088
shares
|
$148,305
0.0% of portfolio
|
Q2 2024
Reduced 18.26%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
985
shares
|
$134,265
0.0% of portfolio
|
Q3 2024
Reduced 6.9%
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
979
shares
|
$133,447
0.02% of portfolio
|
Q3 2024
New holding
|