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 |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
985
shares
|
$121,726
0.0% of portfolio
|
Q3 2024
Reduced 6.9%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
979
shares
|
$120,984
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
830
shares
|
$102,571
0.16% of portfolio
|
Q4 2022
Added 315.0%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
550
shares
|
$67,969
0.0% of portfolio
|
Q1 2025
Added 6.38%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
300
shares
|
$37,074
0.0% of portfolio
|
Q1 2025
Reduced 40.0%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
289
shares
|
$35,714
0.01% of portfolio
|
Q1 2025
Added 5.09%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
250
shares
|
$30,895
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
215
shares
|
$26,569
0.0% of portfolio
|
Q1 2023
Reduced 8.12%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
208
shares
|
$25,704
0.01% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
201
shares
|
$24,839
0.0% of portfolio
|
Q4 2022
Reduced 22.69%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
201
shares
|
$24,839
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
194
shares
|
$23,974
0.01% of portfolio
|
Q1 2023
Reduced 30.47%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
155
shares
|
$19,154
0.0% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
150
shares
|
$18,537
0.0% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
102
shares
|
$12,605
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
100
shares
|
$12,358
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
58
shares
|
$7,167
0.0% of portfolio
|
Q1 2025
Reduced 48.21%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
57
shares
|
$7,044
0.0% of portfolio
|
Q2 2020
Added 38.6%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
43
shares
|
$5,313
0.0% of portfolio
|
Q1 2024
Added 2.38%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
35
shares
|
$4,325
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
26
shares
|
$3,213
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1
shares
|
$123
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|