Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
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 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-71- 1.73% |
$7.9K - $9.55K
|
4.03K
$548K
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-53- 2.54% |
$5.9K - $7.13K
|
2.04K
$277K
|
|
Q1 2025 | |||||||
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-51K- 69.8% |
$6.26M - $7.03M
|
22.1K
$3M
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-31.3K- 61.46% |
$3.85M - $4.32M
|
19.6K
$2.67M
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-2.69K- 18.11% |
$331K - $371K
|
12.2K
$1.65M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.07K- 0.54% |
$132K - $148K
|
199K
$27M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-744- 11.57% |
$91.4K - $103K
|
5.69K
$773K
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-725- 0.68% |
$89.1K - $100K
|
105K
$14.3M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-535- 0.94% |
$65.7K - $73.8K
|
56.2K
$7.64M
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-422- 1.95% |
$51.8K - $58.2K
|
21.2K
$2.88M
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-200- 40.0% |
$24.6K - $27.6K
|
300
$40.8K
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-66- 3.43% |
$8.11K - $9.1K
|
1.86K
$252K
|
|
Apr 22, 2025
Q1 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-58- 2.57% |
$7.13K - $8K
|
2.2K
$299K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-54- 48.21% |
$6.63K - $7.45K
|
58
$7.88K
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-49- 3.71% |
$6.02K - $6.76K
|
1.27K
$173K
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-43- 0.63% |
$5.28K - $5.93K
|
6.76K
$918K
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
SELL
|
- |
-10- 0.12% |
$1.23K - $1.38K
|
8.41K
$1.14M
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.32K- 73.57% |
$1.07M - $1.18M
|
2.99K
$406K
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-8- 0.38% |
$1.03K - $1.13K
|
2.08K
$283K
|
|
Q3 2024 | |||||||
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
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-346- 8.41% |
$41.5K - $45.4K
|
3.77K
$512K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-73- 6.9% |
$8.75K - $9.58K
|
985
$134K
|
|
Q2 2024 | |||||||
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
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-168- 9.15% |
$20K - $21.3K
|
1.67K
$227K
|
|
Q1 2024 | |||||||
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1K- 33.34% |
$112K - $127K
|
2.01K
$272K
|
|
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 | |||||||
Apr 24, 2023
Q1 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-160- 1.97% |
$15.1K - $16.9K
|
7.95K
$1.08M
|
|
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
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-19- 8.12% |
$1.8K - $2.01K
|
215
$29.2K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-467K- 98.99% |
$42.3M - $49.1M
|
4.78K
$649K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-982- 8.39% |
$88.9K - $103K
|
10.7K
$1.46M
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-59- 22.69% |
$5.34K - $6.19K
|
201
$27.3K
|
|
Q2 2022 | |||||||
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-15Closed |
$1.34K - $1.58K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-3.2KClosed |
$322K - $352K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Btc Capital Management, Inc.
|
SELL
|
- |
-3.2KClosed |
$305K - $332K
|
0
$0
|
|
May 05, 2025
Q3 2021
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-223- 0.85% |
$21.2K - $23.1K
|
25.9K
$3.52M
|
|
Q2 2021 | |||||||
Aug 09, 2021
Q2 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.37KClosed |
$133K - $142K
|
0
$0
|
|
Jul 13, 2021
Q2 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-30Closed |
$2.91K - $3.1K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-660Closed |
$46.8K - $55.5K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-100Closed |
$7.1K - $8.41K
|
0
$0
|
|
Q2 2020 | |||||||
Jul 27, 2020
Q2 2020
|
Sym Financial Corp
|
SELL
|
- |
-21.4KClosed |
$1.12M - $1.54M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Pinnacle Associates LTD
|
SELL
|
- |
-16.6KClosed |
$868K - $1.2M
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-13.4KClosed |
$702K - $969K
|
0
$0
|
|
Q1 2020 | |||||||
May 14, 2020
Q1 2020
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-359Closed |
$17.3K - $29.6K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 04, 2020
Q4 2019
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.17KClosed |
$85.4K - $95.4K
|
0
$0
|
|
Q1 2019 | |||||||
May 07, 2019
Q1 2019
|
Karp Capital Management Corp
|
SELL
|
- |
-155Closed |
N/A
|
0
$0
|