Latest Institutional Transactions on Vanguard Wellington Fd Us Mult (VFMF)
This table provides information on the latest institutional transactions involving Vanguard Wellington Fd Us Mult (VFMF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-71- 1.73% |
$7.9K - $9.55K
|
4.03K
$548K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-957- 1.75% |
$107K - $129K
|
53.9K
$7.32M
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-117- 0.04% |
$13K - $15.7K
|
294K
$40M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-53- 2.54% |
$5.9K - $7.13K
|
2.04K
$277K
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
BUY
|
- |
2.25KNew |
$250K - $302K
|
2.25K
$305K
|
|
| Q1 2025 | |||||||
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-31.3K- 61.46% |
$3.85M - $4.32M
|
19.6K
$2.67M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
33+ 6.38% |
$4.05K - $4.55K
|
550
$74.7K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
50+ 50.0% |
$6.14K - $6.9K
|
150
$20.4K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-744- 11.57% |
$91.4K - $103K
|
5.69K
$773K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.35K+ 35.58% |
$412K - $462K
|
12.8K
$1.74M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.08K+ 7.88% |
$132K - $148K
|
14.7K
$2M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.8K+ 110.78% |
$343K - $385K
|
5.32K
$723K
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
SELL
|
- |
-10- 0.12% |
$1.23K - $1.38K
|
8.41K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.75K+ 34.9% |
$215K - $241K
|
6.77K
$919K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.6KNew |
$197K - $221K
|
1.6K
$218K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
504+ 11.23% |
$61.9K - $69.5K
|
4.99K
$678K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
3.08K+ 56.97% |
$378K - $424K
|
8.47K
$1.15M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.58K+ 3.25% |
$316K - $355K
|
81.9K
$11.1M
|
|
|
May 14, 2025
Q1 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
497+ 5.03% |
$61.1K - $68.5K
|
10.4K
$1.41M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
303+ 15.78% |
$37.2K - $41.8K
|
2.22K
$302K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-43- 0.63% |
$5.28K - $5.93K
|
6.76K
$918K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
1.86K+ 25.08% |
$229K - $257K
|
9.28K
$1.26M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-51K- 69.8% |
$6.26M - $7.03M
|
22.1K
$3M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
51+ 0.2% |
$6.27K - $7.03K
|
25.7K
$3.49M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
14+ 5.09% |
$1.72K - $1.93K
|
289
$39.3K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
67+ 0.6% |
$8.23K - $9.24K
|
11.2K
$1.52M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-49- 3.71% |
$6.02K - $6.76K
|
1.27K
$173K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
21.2K+ 242.67% |
$2.61M - $2.93M
|
30K
$4.07M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.57K+ 11.05% |
$930K - $1.04M
|
76.1K
$10.3M
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
2.63K+ 10.98% |
$324K - $363K
|
26.6K
$3.62M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-54- 48.21% |
$6.63K - $7.45K
|
58
$7.88K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
569+ 28.84% |
$69.9K - $78.5K
|
2.54K
$345K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
53+ 5.27% |
$6.51K - $7.31K
|
1.06K
$144K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
250New |
$30.7K - $34.5K
|
250
$34K
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-725- 0.68% |
$89.1K - $100K
|
105K
$14.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.07K- 0.54% |
$132K - $148K
|
199K
$27M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-66- 3.43% |
$8.11K - $9.1K
|
1.86K
$252K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.94K+ 18.73% |
$239K - $268K
|
12.3K
$1.67M
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
66+ 1.07% |
$8.11K - $9.1K
|
6.22K
$845K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-200- 40.0% |
$24.6K - $27.6K
|
300
$40.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
1+ 0.65% |
$123 - $138
|
155
$21.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
8.83K+ 322.42% |
$1.08M - $1.22M
|
11.6K
$1.57M
|
|
|
Apr 22, 2025
Q1 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-58- 2.57% |
$7.13K - $8K
|
2.2K
$299K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-422- 1.95% |
$51.8K - $58.2K
|
21.2K
$2.88M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-535- 0.94% |
$65.7K - $73.8K
|
56.2K
$7.64M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
3.81KNew |
$468K - $526K
|
3.81K
$518K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
6.79K+ 12130.36% |
$835K - $937K
|
6.85K
$931K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
35New |
$4.3K - $4.83K
|
35
$4.76K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-2.69K- 18.11% |
$331K - $371K
|
12.2K
$1.65M
|
|