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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
73KNew |
$9.42M - $10.3M
|
73K
$9.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
53.3K+ 1522.06% |
$6.87M - $7.53M
|
56.8K
$7.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
30.6K+ 80.97% |
$3.95M - $4.33M
|
68.5K
$8.78M
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
25.6KNew |
$3.3M - $3.62M
|
25.6K
$3.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
14.9KNew |
$1.92M - $2.1M
|
14.9K
$1.9M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.14K+ 142.22% |
$663K - $726K
|
8.75K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.6K+ 61.76% |
$464K - $509K
|
9.42K
$1.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
2.74KNew |
$353K - $387K
|
2.74K
$351K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.67K+ 3.49% |
$345K - $378K
|
79.3K
$10.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
2.5KNew |
$322K - $354K
|
2.5K
$320K
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
2.39K+ 11.06% |
$308K - $338K
|
24K
$3.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.14K+ 65.68% |
$276K - $303K
|
5.4K
$692K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.97KNew |
$254K - $279K
|
1.97K
$253K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.92KNew |
$247K - $271K
|
1.92K
$246K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.71K+ 29.88% |
$220K - $241K
|
7.42K
$951K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.66KNew |
$214K - $235K
|
1.66K
$213K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.17K+ 22.17% |
$151K - $165K
|
6.43K
$824K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.13K+ 11.37% |
$146K - $160K
|
11.1K
$1.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
616+ 6.32% |
$79.4K - $87.1K
|
10.4K
$1.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
466+ 913.73% |
$60.1K - $65.9K
|
517
$66.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
427+ 10.52% |
$55.1K - $60.4K
|
4.49K
$575K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
389+ 2.94% |
$50.2K - $55K
|
13.6K
$1.75M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
349+ 35.91% |
$45K - $49.4K
|
1.32K
$169K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
275New |
$35.5K - $38.9K
|
275
$35.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
201New |
$25.9K - $28.4K
|
201
$25.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
161+ 9.13% |
$20.8K - $22.8K
|
1.92K
$247K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
132+ 3.81% |
$17K - $18.7K
|
3.59K
$461K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
100New |
$12.9K - $14.1K
|
100
$12.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
74+ 0.75% |
$9.54K - $10.5K
|
9.88K
$1.27M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
56New |
$7.22K - $7.92K
|
56
$7.18K
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
33+ 3.4% |
$4.26K - $4.67K
|
1.01K
$129K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 1.82% |
$258 - $283
|
112
$14.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.48% |
$129 - $141
|
208
$26.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
40.2K+ 197.49% |
$4.82M - $5.27M
|
60.5K
$7.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
5.02KNew |
$601K - $658K
|
5.02K
$643K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.35KNew |
$522K - $571K
|
4.35K
$558K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
3.56KNew |
$427K - $467K
|
3.56K
$456K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
979New |
$117K - $129K
|
979
$125K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
246+ 18.14% |
$29.5K - $32.3K
|
1.6K
$205K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
135New |
$16.2K - $17.7K
|
135
$17.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
58New |
$6.96K - $7.61K
|
58
$7.43K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
26+ 20.31% |
$3.12K - $3.41K
|
154
$19.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
26New |
$3.12K - $3.41K
|
26
$3.33K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
26New |
$3.12K - $3.41K
|
26
$3.33K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
10+ 0.51% |
$1.2K - $1.31K
|
1.97K
$252K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3+ 0.15% |
$360 - $394
|
1.98K
$254K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$120 - $131
|
1
$128
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.02KNew |
$359K - $383K
|
3.02K
$387K
|
|
| Q1 2024 | |||||||
|
May 07, 2024
Q1 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
83.8KNew |
$9.39M - $10.6M
|
83.8K
$10.7M
|
|