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 67 institutions that hold shares in the stock, with a total of 1.09 Million shares, which have been reported (via 13F filing form) to have a value of $143 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Anderson Hoagland & CO
|
Oct 07, 2024 Q3 2024 |
311,216
shares
|
$40.9 Million
4.21% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
211,263
shares
|
$27.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.91%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2024 Q3 2024 |
106,630
shares
|
$14 Million
1.74% of portfolio
|
Q3 2024
Added 8.77%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
76,672
shares
|
$10.1 Million
1.39% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
60,506
shares
|
$7.95 Million
0.0% of portfolio
|
Q3 2024
Added 197.49%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
58,674
shares
|
$7.71 Million
0.12% of portfolio
|
Q3 2024
Reduced 4.97%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
37,846
shares
|
$4.97 Million
0.0% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
21,773
shares
|
$2.86 Million
0.59% of portfolio
|
Q3 2024
Added 13.08%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
21,596
shares
|
$2.84 Million
0.49% of portfolio
|
Q3 2024
Added 21.57%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
16,001
shares
|
$2.1 Million
0.08% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
13,245
shares
|
$1.74 Million
0.0% of portfolio
|
Q3 2024
Added 9.18%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,268
shares
|
$1.35 Million
0.0% of portfolio
|
Q3 2024
Reduced 14.16%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
9,954
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2024
Reduced 75.89%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Oct 29, 2024 Q3 2024 |
9,806
shares
|
$1.29 Million
0.88% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
9,752
shares
|
$1.28 Million
0.2% of portfolio
|
Q3 2024
Added 15.9%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2024 Q3 2024 |
8,418
shares
|
$1.11 Million
0.0% of portfolio
|
Q1 2024
Reduced 3.01%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Nov 04, 2024 Q3 2024 |
7,950
shares
|
$1.04 Million
0.83% of portfolio
|
Q1 2023
Reduced 1.97%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
7,175
shares
|
$942,579
0.0% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
5,823
shares
|
$764,967
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
5,713
shares
|
$750,516
0.0% of portfolio
|
Q3 2024
Added 44.56%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
5,264
shares
|
$691,531
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
5,015
shares
|
$658,820
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
4,776
shares
|
$627,423
0.19% of portfolio
|
Q4 2022
Reduced 98.99%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
4,352
shares
|
$571,722
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
4,261
shares
|
$559,767
0.1% of portfolio
|
Q3 2024
Reduced 2.29%
|