Purchases and Sales Made in Q3 2025 in Vanguard Wellington Fd Us Mult (VFMF)
This table provides information about the institutional ownership of Vanguard Wellington Fd Us Mult (VFMF) during Q3 2025. The information is specifically focused on institutions that hold shares of VANGUARD WELLINGTON FD US MULT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
4.15K+ 1.41% |
$549K - $605K
|
298K
$42.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
BUY
|
- |
3.07K+ 191.57% |
$407K - $448K
|
4.67K
$660K
|
|
|
Oct 10, 2025
Q3 2025
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
2.73KNew |
$362K - $398K
|
2.73K
$386K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
960+ 2.35% |
$127K - $140K
|
41.8K
$5.91M
|
|
|
Oct 22, 2025
Q3 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
169+ 1.42% |
$22.4K - $24.7K
|
12.1K
$1.71M
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
76+ 1.22% |
$10.1K - $11.1K
|
6.3K
$891K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
13+ 0.19% |
$1.72K - $1.9K
|
6.86K
$969K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
5+ 0.33% |
$663 - $730
|
1.54K
$217K
|
|
|
Oct 03, 2025
Q3 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-15- 0.67% |
$1.99K - $2.19K
|
2.23K
$316K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-137- 7.96% |
$18.2K - $20K
|
1.59K
$224K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-150- 7.37% |
$19.9K - $21.9K
|
1.89K
$267K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-180- 1.86% |
$23.9K - $26.3K
|
9.49K
$1.34M
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-620- 3.88% |
$82.2K - $90.5K
|
15.3K
$2.17M
|
|
|
Oct 15, 2025
Q3 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-1.3K- 16.35% |
$172K - $190K
|
6.65K
$940K
|