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 84 institutions that hold shares in the stock, with a total of 1.35 Million shares, which have been reported (via 13F filing form) to have a value of $183 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
7,945
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2025
Added 396.25%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
7,353
shares
|
$999,934
0.0% of portfolio
|
Q2 2025
Reduced 20.77%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
7,334
shares
|
$997,350
0.01% of portfolio
|
Q2 2025
Added 28.96%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
6,842
shares
|
$930,443
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
6,765
shares
|
$919,972
0.0% of portfolio
|
Q1 2025
Added 34.9%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
6,603
shares
|
$897,941
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
6,531
shares
|
$888,150
0.0% of portfolio
|
Q2 2025
Reduced 3.33%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Aug 01, 2025 Q2 2025 |
6,222
shares
|
$846,129
0.11% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
5,861
shares
|
$797,037
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
5,525
shares
|
$751,344
0.0% of portfolio
|
Q2 2025
Reduced 51.15%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
5,413
shares
|
$736,113
0.02% of portfolio
|
Q2 2025
Added 8.46%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
4,912
shares
|
$667,982
0.01% of portfolio
|
Q2 2025
Reduced 7.63%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
4,776
shares
|
$649,488
0.19% of portfolio
|
Q4 2022
Reduced 98.99%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jul 22, 2025 Q2 2025 |
4,163
shares
|
$566,126
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
4,033
shares
|
$548,447
0.09% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
3,303
shares
|
$449,174
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
2,500
shares
|
$339,975
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cowa, LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
2,373
shares
|
$322,704
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
First Citizens Financial Corp
|
Jul 07, 2025 Q2 2025 |
2,248
shares
|
$305,705
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
2,223
shares
|
$302,305
0.02% of portfolio
|
Q1 2025
Added 15.78%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Jul 15, 2025 Q2 2025 |
2,137
shares
|
$290,610
0.17% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
2,083
shares
|
$283,267
0.07% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
2,036
shares
|
$276,875
0.01% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
1,955
shares
|
$265,860
0.0% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
1,722
shares
|
$234,174
0.01% of portfolio
|
Q2 2025
Reduced 7.32%
|