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 83 institutions that hold shares in the stock, with a total of 1.37 Million shares, which have been reported (via 13F filing form) to have a value of $186 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Anderson Hoagland & CO
|
Jul 10, 2025 Q2 2025 |
294,221
shares
|
$40 Million
3.85% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
179,882
shares
|
$24.5 Million
0.01% of portfolio
|
Q2 2025
Reduced 9.42%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
143,379
shares
|
$19.5 Million
0.47% of portfolio
|
Q2 2025
Added 378.25%
|
|
|
Opus Capital Group, LLC
|
Jul 31, 2025 Q2 2025 |
105,315
shares
|
$14.3 Million
1.7% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
61,873
shares
|
$8.41 Million
0.03% of portfolio
|
Q2 2025
Added 10.05%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
60,506
shares
|
$8.23 Million
0.0% of portfolio
|
Q3 2024
Added 197.49%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
53,878
shares
|
$7.33 Million
0.12% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
51,070
shares
|
$6.95 Million
0.0% of portfolio
|
Q2 2025
Reduced 32.85%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
40,837
shares
|
$5.55 Million
0.14% of portfolio
|
Q2 2025
Added 107.96%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
37,102
shares
|
$5.05 Million
0.0% of portfolio
|
Q2 2025
Added 68.21%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
23,969
shares
|
$3.26 Million
0.52% of portfolio
|
Q2 2025
Reduced 9.95%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 13, 2025 Q2 2025 |
20,808
shares
|
$2.83 Million
0.44% of portfolio
|
Q2 2025
Reduced 18.92%
|
|
|
Partners In Financial Planning
Salem, VA |
Aug 04, 2025 Q2 2025 |
20,019
shares
|
$2.72 Million
0.5% of portfolio
|
Q2 2025
Reduced 2.91%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
17,090
shares
|
$2.32 Million
0.43% of portfolio
|
Q2 2025
Reduced 19.39%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
15,969
shares
|
$2.17 Million
0.11% of portfolio
|
Q2 2025
Added 28416.07%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
15,249
shares
|
$2.07 Million
0.0% of portfolio
|
Q2 2025
Added 3.67%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
12,959
shares
|
$1.76 Million
1.19% of portfolio
|
Q2 2025
Added 12.01%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
12,608
shares
|
$1.71 Million
0.25% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
12,170
shares
|
$1.65 Million
0.1% of portfolio
|
Q1 2025
Reduced 18.11%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Aug 01, 2025 Q2 2025 |
11,890
shares
|
$1.62 Million
1.13% of portfolio
|
Q2 2025
Added 14.58%
|
|
|
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%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
10,147
shares
|
$1.38 Million
0.37% of portfolio
|
Q2 2025
Added 19.76%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
9,674
shares
|
$1.32 Million
0.0% of portfolio
|
Q2 2025
Reduced 13.26%
|
|
|
First Manhattan CO
New York, NY |
Aug 14, 2025 Q2 2025 |
8,408
shares
|
$1.14 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jul 14, 2025 Q2 2025 |
7,950
shares
|
$1.08 Million
0.8% of portfolio
|
Q1 2023
Reduced 1.97%
|