Latest Institutional Purchases of Vanguard Wellington Fd Us Mult (VFMF)
This list provides information on the latest institutional transactions involving Vanguard Wellington Fd Us Mult (VFMF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
14.9KNew |
$1.92M - $2.1M
|
14.9K
$2.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
2.74KNew |
$353K - $387K
|
2.74K
$373K
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
2.39K+ 11.06% |
$308K - $338K
|
24K
$3.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.14K+ 65.68% |
$276K - $303K
|
5.4K
$736K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.97KNew |
$254K - $279K
|
1.97K
$269K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.66KNew |
$214K - $235K
|
1.66K
$226K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
616+ 6.32% |
$79.4K - $87.1K
|
10.4K
$1.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
201New |
$25.9K - $28.4K
|
201
$27.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
74+ 0.75% |
$9.54K - $10.5K
|
9.88K
$1.35M
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
40.2K+ 197.49% |
$4.82M - $5.27M
|
60.5K
$8.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.82KNew |
$698K - $764K
|
5.82K
$794K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.26KNew |
$631K - $691K
|
5.26K
$718K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
5.02KNew |
$601K - $658K
|
5.02K
$684K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.35KNew |
$522K - $571K
|
4.35K
$593K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
3.56KNew |
$427K - $467K
|
3.56K
$485K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
1.76K+ 44.56% |
$211K - $231K
|
5.71K
$779K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.11K+ 9.18% |
$134K - $146K
|
13.2K
$1.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
979+ 1.29% |
$117K - $129K
|
76.7K
$10.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
979New |
$117K - $129K
|
979
$133K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
972New |
$117K - $128K
|
972
$133K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
845+ 2.28% |
$101K - $111K
|
37.8K
$5.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
599+ 16.89% |
$71.8K - $78.6K
|
4.15K
$565K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
353+ 9.52% |
$42.3K - $46.3K
|
4.06K
$554K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
246+ 18.14% |
$29.5K - $32.3K
|
1.6K
$218K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
200+ 6.06% |
$24K - $26.3K
|
3.5K
$477K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
141+ 213.64% |
$16.9K - $18.5K
|
207
$28.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
135New |
$16.2K - $17.7K
|
135
$18.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
58New |
$6.96K - $7.61K
|
58
$7.91K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
26+ 20.31% |
$3.12K - $3.41K
|
154
$21K
|
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
26New |
$3.12K - $3.41K
|
26
$3.54K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
26New |
$3.12K - $3.41K
|
26
$3.54K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
10+ 0.51% |
$1.2K - $1.31K
|
1.97K
$268K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3+ 0.15% |
$360 - $394
|
1.98K
$270K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$120 - $131
|
1
$136
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.02KNew |
$359K - $383K
|
3.02K
$412K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3+ 2.88% |
$357 - $380
|
107
$14.6K
|
|
| Q1 2024 | |||||||
|
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
$323K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
325+ 6.72% |
$36.4K - $41.2K
|
5.16K
$704K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
210New |
$23.5K - $26.6K
|
210
$28.6K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
100New |
$11.2K - $12.7K
|
100
$13.6K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
68+ 200.0% |
$7.62K - $8.63K
|
102
$13.9K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
5+ 0.31% |
$560 - $634
|
1.62K
$221K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 2.38% |
$112 - $127
|
43
$5.86K
|
|
| Q4 2023 | |||||||
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.61KNew |
$352K - $419K
|
3.61K
$492K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
779+ 403.63% |
$76K - $90.5K
|
972
$133K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
78+ 2.29% |
$7.61K - $9.06K
|
3.48K
$475K
|
|
| Q3 2023 | |||||||
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
200+ 66.67% |
$20.4K - $21.8K
|
500
$68.2K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.39KNew |
$415K - $464K
|
4.39K
$598K
|
|