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 $163 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
6,799
shares
|
$856,945
0.0% of portfolio
|
Q4 2024
Reduced 5.24%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
6,431
shares
|
$810,563
0.01% of portfolio
|
Q4 2024
Added 22.17%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
5,398
shares
|
$680,363
0.2% of portfolio
|
Q4 2024
Added 65.68%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
5,015
shares
|
$632,090
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
4,776
shares
|
$601,967
0.19% of portfolio
|
Q4 2022
Reduced 98.99%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
4,487
shares
|
$565,541
0.01% of portfolio
|
Q4 2024
Added 10.52%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
4,098
shares
|
$516,511
0.09% of portfolio
|
Q4 2024
Reduced 3.83%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
3,594
shares
|
$452,987
0.0% of portfolio
|
Q4 2024
Added 3.81%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
2,739
shares
|
$345,223
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
2,717
shares
|
$342,450
0.0% of portfolio
|
Q4 2024
Reduced 3.75%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
2,523
shares
|
$317,998
0.01% of portfolio
|
Q4 2024
Reduced 39.13%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
2,500
shares
|
$315,100
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Jan 27, 2025 Q4 2024 |
2,256
shares
|
$284,346
0.19% of portfolio
|
Q4 2024
Reduced 6.04%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
2,083
shares
|
$262,541
0.07% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
1,973
shares
|
$248,676
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
1,965
shares
|
$247,668
0.0% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
1,924
shares
|
$242,500
0.01% of portfolio
|
Q4 2024
Added 9.13%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
1,920
shares
|
$241,996
0.02% of portfolio
|
Q4 2024
Added 19.85%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
1,917
shares
|
$241,618
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
1,659
shares
|
$209,100
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
1,321
shares
|
$166,498
0.02% of portfolio
|
Q4 2024
Added 35.91%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
1,088
shares
|
$137,131
0.0% of portfolio
|
Q2 2024
Reduced 18.26%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
1,005
shares
|
$126,670
0.01% of portfolio
|
Q4 2024
Added 3.4%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
985
shares
|
$124,149
0.0% of portfolio
|
Q3 2024
Reduced 6.9%
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
979
shares
|
$123,393
0.02% of portfolio
|
Q3 2024
New holding
|