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 |
|---|---|---|---|---|---|---|---|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.1K+ 182.23% |
$1.12M - $1.35M
|
15.6K
$2.25M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
11+ 0.49% |
$1.22K - $1.48K
|
2.23K
$322K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
21.2K+ 107.96% |
$2.36M - $2.85M
|
40.8K
$5.89M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-274- 49.82% |
$30.5K - $36.9K
|
276
$39.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
6.6KNew |
$735K - $888K
|
6.6K
$952K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.93K- 20.77% |
$215K - $259K
|
7.35K
$1.06M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.65K+ 28.96% |
$183K - $222K
|
7.33K
$1.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
214+ 21400.0% |
$23.8K - $28.8K
|
215
$31K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
113K+ 378.25% |
$12.6M - $15.3M
|
143K
$20.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.86KNew |
$652K - $788K
|
5.86K
$845K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-225- 3.33% |
$25K - $30.3K
|
6.53K
$942K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
540+ 3.67% |
$60.1K - $72.6K
|
15.2K
$2.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.34K+ 396.25% |
$706K - $853K
|
7.95K
$1.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
15K+ 68.21% |
$1.67M - $2.02M
|
37.1K
$5.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-4.86K- 18.92% |
$540K - $653K
|
20.8K
$3M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 1.0% |
$223 - $269
|
203
$29.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
1.39K+ 12.01% |
$155K - $187K
|
13K
$1.87M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
2.37KNew |
$264K - $319K
|
2.37K
$342K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-25K- 32.85% |
$2.78M - $3.36M
|
51.1K
$7.36M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-99- 10.05% |
$11K - $13.3K
|
886
$128K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
339New |
$37.7K - $45.6K
|
339
$48.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
7New |
$779 - $942
|
7
$1.01K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.3KNew |
$368K - $444K
|
3.3K
$476K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.01K- 39.61% |
$112K - $135K
|
1.54K
$221K
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-4.11K- 19.39% |
$458K - $553K
|
17.1K
$2.46M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-10- 0.51% |
$1.11K - $1.35K
|
1.96K
$282K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.48K- 13.26% |
$165K - $199K
|
9.67K
$1.39M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
45New |
$5.01K - $6.05K
|
45
$6.49K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-136- 7.32% |
$15.1K - $18.3K
|
1.72K
$248K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.49KNew |
$166K - $200K
|
1.49K
$215K
|
|
|
Aug 04, 2025
Q2 2025
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-600- 2.91% |
$66.8K - $80.7K
|
20K
$2.89M
|
|
|
Aug 01, 2025
Q2 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
1.51K+ 14.58% |
$168K - $203K
|
11.9K
$1.71M
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
6+ 0.1% |
$668 - $807
|
6.22K
$897K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.65K+ 10.05% |
$629K - $760K
|
61.9K
$8.92M
|
|
|
Jul 31, 2025
Q2 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
162+ 0.15% |
$18K - $21.8K
|
105K
$15.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2+ 0.96% |
$223 - $269
|
210
$30.3K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-406- 7.63% |
$45.2K - $54.6K
|
4.91K
$708K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-18.7K- 9.42% |
$2.08M - $2.52M
|
180K
$25.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.67K+ 19.76% |
$186K - $225K
|
10.1K
$1.46M
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
298+ 2.42% |
$33.2K - $40.1K
|
12.6K
$1.82M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
250+ 100.0% |
$27.8K - $33.6K
|
500
$72.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
422+ 8.46% |
$47K - $56.8K
|
5.41K
$781K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1.53KNew |
$171K - $206K
|
1.53K
$221K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
31New |
$3.45K - $4.17K
|
31
$4.47K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
9+ 0.85% |
$1K - $1.21K
|
1.07K
$154K
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
BUY
|
- |
1.6KNew |
$178K - $215K
|
1.6K
$231K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.84KNew |
$762K - $920K
|
6.84K
$987K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
74+ 47.74% |
$8.24K - $9.95K
|
229
$33K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 3.45% |
$223 - $269
|
60
$8.65K
|