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 |
|---|---|---|---|---|---|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
1,886
shares
|
$272,564
0.01% of portfolio
|
Q3 2025
Reduced 7.37%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 05, 2025 Q3 2025 |
1,643
shares
|
$237,446
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
1,599
shares
|
$231,087
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
1,585
shares
|
$229,064
0.0% of portfolio
|
Q3 2025
Reduced 7.96%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
1,538
shares
|
$222,271
0.2% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
1,489
shares
|
$215,190
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
1,421
shares
|
$205,362
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
1,272
shares
|
$183,829
0.02% of portfolio
|
Q1 2025
Reduced 3.71%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
1,112
shares
|
$160,706
0.01% of portfolio
|
Q3 2025
Added 4.22%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
1,088
shares
|
$157,237
0.0% of portfolio
|
Q2 2024
Reduced 18.26%
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
979
shares
|
$141,485
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
886
shares
|
$128,044
0.0% of portfolio
|
Q2 2025
Reduced 10.05%
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
830
shares
|
$119,951
0.16% of portfolio
|
Q4 2022
Added 315.0%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
500
shares
|
$72,260
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
442
shares
|
$63,877
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
386
shares
|
$55,784
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
339
shares
|
$48,992
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
300
shares
|
$43,356
0.0% of portfolio
|
Q1 2025
Reduced 40.0%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
289
shares
|
$41,766
0.01% of portfolio
|
Q1 2025
Added 5.09%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
230
shares
|
$33,239
0.0% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
215
shares
|
$31,071
0.0% of portfolio
|
Q1 2023
Reduced 8.12%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
211
shares
|
$30,493
0.01% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
203
shares
|
$29,337
0.0% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
201
shares
|
$29,048
0.0% of portfolio
|
Q4 2022
Reduced 22.69%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
150
shares
|
$21,678
0.0% of portfolio
|
Q1 2025
Added 50.0%
|
|