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 67 institutions that hold shares in the stock, with a total of 1.09 Million shares, which have been reported (via 13F filing form) to have a value of $148 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
4,145
shares
|
$562,062
0.01% of portfolio
|
Q3 2024
Added 16.89%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
4,060
shares
|
$550,536
0.01% of portfolio
|
Q3 2024
Added 9.52%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,768
shares
|
$510,940
0.0% of portfolio
|
Q3 2024
Reduced 8.41%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
3,612
shares
|
$489,787
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
3,560
shares
|
$482,736
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
3,499
shares
|
$474,464
0.0% of portfolio
|
Q3 2024
Added 6.06%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
3,462
shares
|
$469,447
0.0% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
3,258
shares
|
$441,784
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
2,823
shares
|
$382,798
0.0% of portfolio
|
Q3 2024
Reduced 44.71%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
2,500
shares
|
$339,000
0.01% of portfolio
|
Q3 2020
New holding
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Oct 21, 2024 Q3 2024 |
2,401
shares
|
$325,575
0.21% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
2,182
shares
|
$295,879
0.01% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
2,091
shares
|
$283,539
0.06% of portfolio
|
Q3 2024
Reduced 3.28%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
1,982
shares
|
$268,759
0.03% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
1,965
shares
|
$266,454
0.0% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
1,763
shares
|
$239,062
0.0% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
1,602
shares
|
$217,231
0.01% of portfolio
|
Q3 2024
Added 18.14%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
1,088
shares
|
$147,532
0.0% of portfolio
|
Q2 2024
Reduced 18.26%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
985
shares
|
$133,566
0.0% of portfolio
|
Q3 2024
Reduced 6.9%
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
979
shares
|
$132,752
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
972
shares
|
$131,803
0.02% of portfolio
|
Q4 2023
Added 403.63%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
972
shares
|
$131,803
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
830
shares
|
$112,548
0.16% of portfolio
|
Q4 2022
Added 315.0%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
500
shares
|
$67,800
0.01% of portfolio
|
Q3 2023
Added 66.67%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
351
shares
|
$47,595
0.01% of portfolio
|
Q3 2023
Reduced 53.82%
|