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 |
|---|---|---|---|---|---|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
8,473
shares
|
$1.05 Million
0.31% of portfolio
|
Q1 2025
Added 56.97%
|
|
|
First Manhattan CO
New York, NY |
May 15, 2025 Q1 2025 |
8,408
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Apr 18, 2025 Q1 2025 |
7,950
shares
|
$982,461
0.82% of portfolio
|
Q1 2023
Reduced 1.97%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
6,849
shares
|
$846,399
0.05% of portfolio
|
Q1 2025
Added 12130.36%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
6,765
shares
|
$836,018
0.0% of portfolio
|
Q1 2025
Added 34.9%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
6,756
shares
|
$834,906
0.0% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
6,216
shares
|
$768,173
0.13% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
5,687
shares
|
$702,799
0.0% of portfolio
|
Q1 2025
Reduced 11.57%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
5,318
shares
|
$657,198
0.01% of portfolio
|
Q1 2025
Added 110.78%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
4,991
shares
|
$616,787
0.02% of portfolio
|
Q1 2025
Added 11.23%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
4,776
shares
|
$590,218
0.19% of portfolio
|
Q4 2022
Reduced 98.99%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
4,104
shares
|
$507,172
0.09% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
3,812
shares
|
$471,086
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
2,542
shares
|
$314,140
0.01% of portfolio
|
Q1 2025
Added 28.84%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
2,500
shares
|
$308,950
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
2,223
shares
|
$274,718
0.02% of portfolio
|
Q1 2025
Added 15.78%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Apr 22, 2025 Q1 2025 |
2,198
shares
|
$271,628
0.17% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
2,089
shares
|
$258,158
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
2,083
shares
|
$257,417
0.06% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
1,965
shares
|
$242,834
0.0% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
1,858
shares
|
$229,611
0.01% of portfolio
|
Q1 2025
Reduced 3.43%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
1,601
shares
|
$197,851
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
1,272
shares
|
$157,193
0.02% of portfolio
|
Q1 2025
Reduced 3.71%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
1,088
shares
|
$134,455
0.0% of portfolio
|
Q2 2024
Reduced 18.26%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
1,058
shares
|
$130,747
0.01% of portfolio
|
Q1 2025
Added 5.27%
|