Institutional Ownership Vanguard Wellington Fd Us Mult (VFMF)
This table provides information about the institutional ownership of Vanguard Wellington Fd Us Mult (VFMF). We have compiled data on the 70 institutions that hold shares in the stock, with a total of 1.3 Million shares, which have been reported (via 13F filing form) to have a value of $177 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Anderson Hoagland & CO
|
Jan 21, 2025 Q4 2024 |
305,179
shares
|
$41.8 Million
4.28% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
199,666
shares
|
$27.3 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.49%
|
|
|
Opus Capital Group, LLC
|
Jan 31, 2025 Q4 2024 |
105,878
shares
|
$14.5 Million
1.76% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
79,345
shares
|
$10.9 Million
1.47% of portfolio
|
Q4 2024
Added 3.49%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
73,038
shares
|
$9.99 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
68,491
shares
|
$9.37 Million
0.0% of portfolio
|
Q4 2024
Added 80.97%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
60,506
shares
|
$8.28 Million
0.0% of portfolio
|
Q3 2024
Added 197.49%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
58,530
shares
|
$8.01 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
56,756
shares
|
$7.77 Million
0.02% of portfolio
|
Q4 2024
Added 1522.06%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
25,612
shares
|
$3.5 Million
0.88% of portfolio
|
Q4 2024
New holding
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
23,984
shares
|
$3.28 Million
0.53% of portfolio
|
Q4 2024
Added 11.06%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
21,623
shares
|
$2.96 Million
0.59% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Partners In Financial Planning
Salem, VA |
Feb 12, 2025 Q4 2024 |
20,903
shares
|
$2.86 Million
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
14,861
shares
|
$2.03 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
13,634
shares
|
$1.87 Million
0.0% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
11,086
shares
|
$1.52 Million
0.0% of portfolio
|
Q4 2024
Added 11.37%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
10,387
shares
|
$1.42 Million
0.05% of portfolio
|
Q4 2024
Reduced 35.09%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
10,368
shares
|
$1.42 Million
0.2% of portfolio
|
Q4 2024
Added 6.32%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,268
shares
|
$1.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 14.16%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Jan 17, 2025 Q4 2024 |
9,880
shares
|
$1.35 Million
0.87% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
9,419
shares
|
$1.29 Million
0.02% of portfolio
|
Q4 2024
Added 61.76%
|
|
|
First Manhattan CO
New York, NY |
Feb 14, 2025 Q4 2024 |
8,418
shares
|
$1.15 Million
0.0% of portfolio
|
Q1 2024
Reduced 3.01%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jan 13, 2025 Q4 2024 |
7,950
shares
|
$1.09 Million
0.84% of portfolio
|
Q1 2023
Reduced 1.97%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
7,420
shares
|
$1.02 Million
0.0% of portfolio
|
Q4 2024
Added 29.88%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
6,799
shares
|
$930,307
0.0% of portfolio
|
Q4 2024
Reduced 5.24%
|