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 73 institutions that hold shares in the stock, with a total of 1.3 Million shares, which have been reported (via 13F filing form) to have a value of $153 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
1,005
shares
|
$119,534
0.01% of portfolio
|
Q4 2024
Added 3.4%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
985
shares
|
$117,155
0.0% of portfolio
|
Q3 2024
Reduced 6.9%
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
979
shares
|
$116,442
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
830
shares
|
$98,720
0.16% of portfolio
|
Q4 2022
Added 315.0%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
517
shares
|
$61,491
0.0% of portfolio
|
Q4 2024
Added 913.73%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
500
shares
|
$59,470
0.01% of portfolio
|
Q3 2023
Added 66.67%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
275
shares
|
$32,708
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
215
shares
|
$25,572
0.0% of portfolio
|
Q1 2023
Reduced 8.12%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
208
shares
|
$24,739
0.01% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
201
shares
|
$23,906
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
201
shares
|
$23,906
0.0% of portfolio
|
Q4 2022
Reduced 22.69%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
194
shares
|
$23,074
0.01% of portfolio
|
Q1 2023
Reduced 30.47%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
154
shares
|
$18,316
0.0% of portfolio
|
Q3 2024
Added 20.31%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
112
shares
|
$13,321
0.0% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
102
shares
|
$12,131
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
100
shares
|
$11,894
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
100
shares
|
$11,894
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
57
shares
|
$6,779
0.0% of portfolio
|
Q2 2020
Added 38.6%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
43
shares
|
$5,114
0.0% of portfolio
|
Q1 2024
Added 2.38%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
35
shares
|
$4,162
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
26
shares
|
$3,092
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1
shares
|
$118
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|