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 |
|---|---|---|---|---|---|
|
Rhs Financial, LLC
|
Jul 25, 2025 Q2 2025 |
1,602
shares
|
$217,855
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
1,535
shares
|
$208,744
0.0% of portfolio
|
Q2 2025
Reduced 39.61%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
1,533
shares
|
$208,472
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
1,489
shares
|
$202,489
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
1,272
shares
|
$172,979
0.02% of portfolio
|
Q1 2025
Reduced 3.71%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
1,088
shares
|
$147,957
0.0% of portfolio
|
Q2 2024
Reduced 18.26%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
1,067
shares
|
$145,101
0.01% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
979
shares
|
$133,134
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
886
shares
|
$120,487
0.0% of portfolio
|
Q2 2025
Reduced 10.05%
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
830
shares
|
$112,871
0.16% of portfolio
|
Q4 2022
Added 315.0%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
500
shares
|
$67,995
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
442
shares
|
$60,107
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
339
shares
|
$46,100
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
300
shares
|
$40,797
0.0% of portfolio
|
Q1 2025
Reduced 40.0%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
289
shares
|
$39,301
0.01% of portfolio
|
Q1 2025
Added 5.09%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
276
shares
|
$37,533
0.0% of portfolio
|
Q2 2025
Reduced 49.82%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
229
shares
|
$31,141
0.0% of portfolio
|
Q2 2025
Added 47.74%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
215
shares
|
$29,237
0.0% of portfolio
|
Q2 2025
Added 21400.0%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
215
shares
|
$29,237
0.0% of portfolio
|
Q1 2023
Reduced 8.12%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
210
shares
|
$28,557
0.01% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
203
shares
|
$27,605
0.0% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
201
shares
|
$27,333
0.0% of portfolio
|
Q4 2022
Reduced 22.69%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
194
shares
|
$26,382
0.01% of portfolio
|
Q1 2023
Reduced 30.47%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
150
shares
|
$20,398
0.0% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
National Bank Of Canada
|
Aug 13, 2025 Q2 2025 |
102
shares
|
$13,870
0.0% of portfolio
|
Q1 2024
Added 200.0%
|