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 73 institutions that hold shares in the stock, with a total of 1.35 Million shares, which have been reported (via 13F filing form) to have a value of $167 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Anderson Hoagland & CO
|
Apr 09, 2025 Q1 2025 |
294,338
shares
|
$38.6 Million
4.01% of portfolio
|
Q1 2025
Reduced 3.55%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
198,594
shares
|
$26.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Opus Capital Group, LLC
|
Apr 30, 2025 Q1 2025 |
105,153
shares
|
$13.8 Million
1.71% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
81,920
shares
|
$10.8 Million
1.49% of portfolio
|
Q1 2025
Added 3.25%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
76,057
shares
|
$9.99 Million
0.0% of portfolio
|
Q1 2025
Added 11.05%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
60,506
shares
|
$7.94 Million
0.0% of portfolio
|
Q3 2024
Added 197.49%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
56,221
shares
|
$7.38 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
54,835
shares
|
$7.2 Million
0.12% of portfolio
|
Q1 2025
Reduced 6.31%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
29,980
shares
|
$3.94 Million
0.09% of portfolio
|
Q1 2025
Added 242.67%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
May 07, 2025 Q1 2025 |
26,618
shares
|
$3.49 Million
0.59% of portfolio
|
Q1 2025
Added 10.98%
|
|
|
Victory Financial Group, LLC
Austin, TX |
May 12, 2025 Q1 2025 |
25,663
shares
|
$3.37 Million
0.6% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
22,057
shares
|
$2.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 69.8%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
21,201
shares
|
$2.78 Million
0.56% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Partners In Financial Planning
Salem, VA |
Apr 30, 2025 Q1 2025 |
20,619
shares
|
$2.71 Million
0.52% of portfolio
|
Q3 2021
Reduced 0.85%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
19,637
shares
|
$2.58 Million
0.09% of portfolio
|
Q1 2025
Reduced 61.46%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
14,709
shares
|
$1.93 Million
0.0% of portfolio
|
Q1 2025
Added 7.88%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
12,770
shares
|
$1.68 Million
0.02% of portfolio
|
Q1 2025
Added 35.58%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
12,310
shares
|
$1.62 Million
0.24% of portfolio
|
Q1 2025
Added 18.73%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
12,170
shares
|
$1.6 Million
0.1% of portfolio
|
Q1 2025
Reduced 18.11%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
11,570
shares
|
$1.52 Million
1.15% of portfolio
|
Q1 2025
Added 322.42%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
11,310
shares
|
$1.48 Million
0.0% of portfolio
|
Q1 2025
Added 316.27%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
11,153
shares
|
$1.46 Million
0.0% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
May 14, 2025 Q1 2025 |
10,377
shares
|
$1.36 Million
0.88% of portfolio
|
Q1 2025
Added 5.03%
|
|
|
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%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
9,281
shares
|
$1.22 Million
0.0% of portfolio
|
Q1 2025
Added 25.08%
|