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 |
|---|---|---|---|---|---|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
972
shares
|
$132,493
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
830
shares
|
$113,137
0.16% of portfolio
|
Q4 2022
Added 315.0%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
500
shares
|
$68,155
0.01% of portfolio
|
Q3 2023
Added 66.67%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
215
shares
|
$29,306
0.0% of portfolio
|
Q1 2023
Reduced 8.12%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
207
shares
|
$28,216
0.01% of portfolio
|
Q3 2024
Added 213.64%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
201
shares
|
$27,398
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
201
shares
|
$27,398
0.0% of portfolio
|
Q4 2022
Reduced 22.69%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
194
shares
|
$26,444
0.01% of portfolio
|
Q1 2023
Reduced 30.47%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
154
shares
|
$20,991
0.0% of portfolio
|
Q3 2024
Added 20.31%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
135
shares
|
$18,401
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
112
shares
|
$15,266
0.0% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
102
shares
|
$13,903
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
100
shares
|
$13,631
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
58
shares
|
$7,905
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
57
shares
|
$7,769
0.0% of portfolio
|
Q2 2020
Added 38.6%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
56
shares
|
$7,633
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
51
shares
|
$6,951
0.0% of portfolio
|
Q3 2024
Reduced 81.85%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
43
shares
|
$5,861
0.0% of portfolio
|
Q1 2024
Added 2.38%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
26
shares
|
$3,544
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1
shares
|
$136
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|