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 |
|---|---|---|---|---|---|---|---|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.32K- 73.57% |
$1.07M - $1.18M
|
2.99K
$406K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
2.5KNew |
$322K - $354K
|
2.5K
$340K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.92KNew |
$247K - $271K
|
1.92K
$260K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.48% |
$129 - $141
|
208
$28.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
132+ 3.81% |
$17K - $18.7K
|
3.59K
$488K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-8- 0.38% |
$1.03K - $1.13K
|
2.08K
$283K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
201New |
$25.9K - $28.4K
|
201
$27.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.66KNew |
$214K - $235K
|
1.66K
$225K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3+ 0.15% |
$360 - $394
|
1.98K
$269K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-346- 8.41% |
$41.5K - $45.4K
|
3.77K
$512K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.35KNew |
$522K - $571K
|
4.35K
$591K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
3.56KNew |
$427K - $467K
|
3.56K
$484K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$120 - $131
|
1
$136
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
58New |
$6.96K - $7.61K
|
58
$7.88K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
135New |
$16.2K - $17.7K
|
135
$18.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-73- 6.9% |
$8.75K - $9.58K
|
985
$134K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
10+ 0.51% |
$1.2K - $1.31K
|
1.97K
$267K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
979New |
$117K - $129K
|
979
$133K
|
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
26New |
$3.12K - $3.41K
|
26
$3.53K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.69K- 14.16% |
$203K - $222K
|
10.3K
$1.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
40.2K+ 197.49% |
$4.82M - $5.27M
|
60.5K
$8.22M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
26New |
$3.12K - $3.41K
|
26
$3.53K
|
|
| Q2 2024 | |||||||
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-168- 9.15% |
$20K - $21.3K
|
1.67K
$227K
|
|
|
Aug 09, 2024
Q2 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-12.6K- 53.08% |
$1.49M - $1.59M
|
11.1K
$1.51M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-243- 18.26% |
$28.9K - $30.8K
|
1.09K
$148K
|
|
| Q1 2024 | |||||||
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 2.38% |
$112 - $127
|
43
$5.84K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
100New |
$11.2K - $12.7K
|
100
$13.6K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
210New |
$23.5K - $26.6K
|
210
$28.5K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
325+ 6.72% |
$36.4K - $41.2K
|
5.16K
$701K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
5+ 0.31% |
$560 - $634
|
1.62K
$220K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
68+ 200.0% |
$7.62K - $8.63K
|
102
$13.9K
|
|
|
May 07, 2024
Q1 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
83.8KNew |
$9.39M - $10.6M
|
83.8K
$11.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.37KNew |
$265K - $300K
|
2.37K
$322K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1K- 33.34% |
$112K - $127K
|
2.01K
$272K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
78+ 2.29% |
$7.61K - $9.06K
|
3.48K
$473K
|
|
| Q3 2023 | |||||||
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-409- 53.82% |
$41.7K - $44.5K
|
351
$47.7K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-26- 54.17% |
$2.45K - $2.7K
|
22
$2.99K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
319New |
$30.2K - $33.8K
|
319
$43.3K
|
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-85- 30.47% |
$8.05K - $8.99K
|
194
$26.4K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.39KNew |
$415K - $464K
|
4.39K
$596K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-19- 8.12% |
$1.8K - $2.01K
|
215
$29.2K
|
|
|
Apr 24, 2023
Q1 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-160- 1.97% |
$15.1K - $16.9K
|
7.95K
$1.08M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
14.7KNew |
$1.33M - $1.54M
|
14.7K
$1.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-467K- 98.99% |
$42.3M - $49.1M
|
4.78K
$649K
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-59- 22.69% |
$5.34K - $6.19K
|
201
$27.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.3KNew |
$118K - $136K
|
1.3K
$177K
|
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
630+ 315.0% |
$57.1K - $66.1K
|
830
$113K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-982- 8.39% |
$88.9K - $103K
|
10.7K
$1.46M
|
|
| Q2 2022 | |||||||
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-15Closed |
$1.34K - $1.58K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Retirement Capital Strategies
|
BUY
|
- |
4.61KNew |
$411K - $486K
|
4.61K
$626K
|
|