Mml Investors Services, LLC Vanguard Wellington Fd Us Mult Transaction History

Mml Investors Services, LLC

$27.4 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 14, 2024	BUY	$112.07 - $126.89 $36,422 - $41,239	325 Added 6.72%	5,160 $655,000
Q4 2023 Feb 14, 2024	BUY	$97.57 - $116.14 $471,750 - $561,536	4,835 New	4,835 $555,000
Q2 2023 Aug 14, 2023	BUY	$94.37 - $103.91 $47,751 - $52,578	506 Added 12.4%	4,588 $477,000
Q1 2023 May 12, 2023	BUY	$94.65 - $105.82 $25,839 - $28,888	273 Added 7.17%	4,082 $405,000
Q4 2022 Feb 13, 2023	BUY	$90.56 - $104.98 $344,943 - $399,868	3,809 New	3,809 $376,000
Q2 2022 Aug 12, 2022	SELL	$89.23 - $105.54 $325,243 - $384,693	-3,645 Closed	0 $0
Q1 2022 May 13, 2022	BUY	$99.15 - $109.02 $11,402 - $12,537	115 Added 3.26%	3,645 $379,000
Q4 2021 Feb 14, 2022	BUY	$100.52 - $109.96 $1,909 - $2,089	19 Added 0.54%	3,530 $378,000
Q3 2021 Nov 15, 2021	BUY	$95.23 - $103.78 $334,352 - $364,371	3,511 New	3,511 $350,000

Others Institutions Holding VFMF

# of Institutions

67

Shares Held

1.09M

Call Options Held

0

Put Options Held

0

Anderson Hoagland & CO

311K
Shares

$42.2 Million
4.21% of portfolio
Envestnet Asset Management Inc

211K
Shares

$28.6 Million
0.01% of portfolio
Opus Capital Group, LLC

107K
Shares

$14.5 Million
1.74% of portfolio
Per Stirling Capital Management, Llc. Austin, TX

76.7K
Shares

$10.4 Million
1.39% of portfolio
Raymond James & Associates St Petersburg, FL

60.5K
Shares

$8.2 Million
0.0% of portfolio

About VANGUARD WELLINGTON FD US MULT

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