Purchases and Sales Made in Q1 2025 in Vanguard Wellington Fd Us Mult (VFMF)
This table provides information about the institutional ownership of Vanguard Wellington Fd Us Mult (VFMF) during Q1 2025. The information is specifically focused on institutions that hold shares of VANGUARD WELLINGTON FD US MULT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
40.6K+ 390.58% |
$4.98M - $5.59M
|
51K
$6.92M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
21.2K+ 242.67% |
$2.61M - $2.93M
|
30K
$4.07M
|
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
8.83K+ 322.42% |
$1.08M - $1.22M
|
11.6K
$1.57M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.59K+ 316.27% |
$1.06M - $1.18M
|
11.3K
$1.54M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.57K+ 11.05% |
$930K - $1.04M
|
76.1K
$10.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
6.79K+ 12130.36% |
$835K - $937K
|
6.85K
$931K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
3.81KNew |
$468K - $526K
|
3.81K
$518K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.35K+ 35.58% |
$412K - $462K
|
12.8K
$1.74M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
3.08K+ 56.97% |
$378K - $424K
|
8.47K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.8K+ 110.78% |
$343K - $385K
|
5.32K
$723K
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
2.63K+ 10.98% |
$324K - $363K
|
26.6K
$3.62M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.58K+ 3.25% |
$316K - $355K
|
81.9K
$11.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.09KNew |
$257K - $288K
|
2.09K
$284K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.94K+ 18.73% |
$239K - $268K
|
12.3K
$1.67M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
1.86K+ 25.08% |
$229K - $257K
|
9.28K
$1.26M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.75K+ 34.9% |
$215K - $241K
|
6.77K
$919K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.6KNew |
$197K - $221K
|
1.6K
$218K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.08K+ 7.88% |
$132K - $148K
|
14.7K
$2M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
569+ 28.84% |
$69.9K - $78.5K
|
2.54K
$345K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
504+ 11.23% |
$61.9K - $69.5K
|
4.99K
$678K
|
|
|
May 14, 2025
Q1 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
497+ 5.03% |
$61.1K - $68.5K
|
10.4K
$1.41M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
303+ 15.78% |
$37.2K - $41.8K
|
2.22K
$302K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
250New |
$30.7K - $34.5K
|
250
$34K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
67+ 0.6% |
$8.23K - $9.24K
|
11.2K
$1.52M
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
66+ 1.07% |
$8.11K - $9.1K
|
6.22K
$845K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
53+ 5.27% |
$6.51K - $7.31K
|
1.06K
$144K
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
51+ 0.2% |
$6.27K - $7.03K
|
25.7K
$3.49M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
50+ 50.0% |
$6.14K - $6.9K
|
150
$20.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
35New |
$4.3K - $4.83K
|
35
$4.76K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
33+ 6.38% |
$4.05K - $4.55K
|
550
$74.7K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
14+ 5.09% |
$1.72K - $1.93K
|
289
$39.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
6+ 0.15% |
$737 - $827
|
4.1K
$558K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
1+ 0.65% |
$123 - $138
|
155
$21.1K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
SELL
|
- |
-10- 0.12% |
$1.23K - $1.38K
|
8.41K
$1.14M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-43- 0.63% |
$5.28K - $5.93K
|
6.76K
$918K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-49- 3.71% |
$6.02K - $6.76K
|
1.27K
$173K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-54- 48.21% |
$6.63K - $7.45K
|
58
$7.88K
|
|
|
Apr 22, 2025
Q1 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-58- 2.57% |
$7.13K - $8K
|
2.2K
$299K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-66- 3.43% |
$8.11K - $9.1K
|
1.86K
$252K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-200- 40.0% |
$24.6K - $27.6K
|
300
$40.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-284- 1.36% |
$34.9K - $39.2K
|
20.6K
$2.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-422- 1.95% |
$51.8K - $58.2K
|
21.2K
$2.88M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-535- 0.94% |
$65.7K - $73.8K
|
56.2K
$7.64M
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-725- 0.68% |
$89.1K - $100K
|
105K
$14.3M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-744- 11.57% |
$91.4K - $103K
|
5.69K
$773K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.07K- 0.54% |
$132K - $148K
|
199K
$27M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-2.69K- 18.11% |
$331K - $371K
|
12.2K
$1.65M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-3.7K- 6.31% |
$454K - $510K
|
54.8K
$7.45M
|
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-10.8K- 3.55% |
$1.33M - $1.49M
|
294K
$40M
|