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 85 institutions that hold shares in the stock, with a total of 1.57 Million shares, which have been reported (via 13F filing form) to have a value of $227 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
102
shares
|
$14,741
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
100
shares
|
$14,452
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
57
shares
|
$8,237
0.0% of portfolio
|
Q2 2020
Added 38.6%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
44
shares
|
$6,358
0.0% of portfolio
|
Q3 2025
Added 2.33%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
26
shares
|
$3,757
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
9
shares
|
$1,300
0.0% of portfolio
|
Q3 2025
Added 28.57%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
9
shares
|
$1,300
0.0% of portfolio
|
Q3 2025
Reduced 96.74%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
1
shares
|
$144
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1
shares
|
$144
0.0% of portfolio
|
Q3 2025
Reduced 99.53%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|