Purchases and Sales Made in Q2 2025 in Vanguard Wellington Fd Us Mult (VFMF)
This table provides information about the institutional ownership of Vanguard Wellington Fd Us Mult (VFMF) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
113K+ 378.25% |
$12.6M - $15.3M
|
143K
$19.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
15.9K+ 28416.07% |
$1.77M - $2.14M
|
16K
$2.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
15K+ 68.21% |
$1.67M - $2.02M
|
37.1K
$5.05M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.84KNew |
$762K - $920K
|
6.84K
$930K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
6.6KNew |
$735K - $888K
|
6.6K
$898K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.34K+ 396.25% |
$706K - $853K
|
7.95K
$1.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.86KNew |
$652K - $788K
|
5.86K
$797K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.65K+ 10.05% |
$629K - $760K
|
61.9K
$8.41M
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
4.16KNew |
$463K - $560K
|
4.16K
$566K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.3KNew |
$368K - $444K
|
3.3K
$449K
|
|
|
Aug 12, 2025
Q2 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
2.37KNew |
$264K - $319K
|
2.37K
$323K
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
BUY
|
- |
2.25KNew |
$250K - $302K
|
2.25K
$306K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.67K+ 19.76% |
$186K - $225K
|
10.1K
$1.38M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.65K+ 28.96% |
$183K - $222K
|
7.33K
$997K
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
BUY
|
- |
1.6KNew |
$178K - $215K
|
1.6K
$218K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1.53KNew |
$171K - $206K
|
1.53K
$208K
|
|
|
Aug 01, 2025
Q2 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
1.51K+ 14.58% |
$168K - $203K
|
11.9K
$1.62M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.49KNew |
$166K - $200K
|
1.49K
$202K
|
|
|
Aug 12, 2025
Q2 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
1.39K+ 12.01% |
$155K - $187K
|
13K
$1.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
540+ 3.67% |
$60.1K - $72.6K
|
15.2K
$2.07M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
442New |
$49.2K - $59.4K
|
442
$60.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
422+ 8.46% |
$47K - $56.8K
|
5.41K
$736K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
339New |
$37.7K - $45.6K
|
339
$46.1K
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
298+ 2.42% |
$33.2K - $40.1K
|
12.6K
$1.71M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
250+ 100.0% |
$27.8K - $33.6K
|
500
$68K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
214+ 21400.0% |
$23.8K - $28.8K
|
215
$29.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
162+ 0.15% |
$18K - $21.8K
|
105K
$14.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
74+ 47.74% |
$8.24K - $9.95K
|
229
$31.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
45New |
$5.01K - $6.05K
|
45
$6.12K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
31New |
$3.45K - $4.17K
|
31
$4.22K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
9+ 0.85% |
$1K - $1.21K
|
1.07K
$145K
|
|
|
Aug 11, 2025
Q2 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
7New |
$779 - $942
|
7
$952
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
6+ 0.1% |
$668 - $807
|
6.22K
$846K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 1.0% |
$223 - $269
|
203
$27.6K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2+ 0.96% |
$223 - $269
|
210
$28.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 3.45% |
$223 - $269
|
60
$8.16K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-10- 0.51% |
$1.11K - $1.35K
|
1.96K
$266K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-53- 2.54% |
$5.9K - $7.13K
|
2.04K
$277K
|
|
|
Jul 15, 2025
Q2 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-61- 2.78% |
$6.79K - $8.2K
|
2.14K
$291K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-71- 1.73% |
$7.9K - $9.55K
|
4.03K
$548K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-99- 10.05% |
$11K - $13.3K
|
886
$120K
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-117- 0.04% |
$13K - $15.7K
|
294K
$40M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-136- 7.32% |
$15.1K - $18.3K
|
1.72K
$234K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-225- 3.33% |
$25K - $30.3K
|
6.53K
$888K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-274- 49.82% |
$30.5K - $36.9K
|
276
$37.5K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-406- 7.63% |
$45.2K - $54.6K
|
4.91K
$668K
|
|
|
Aug 04, 2025
Q2 2025
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-600- 2.91% |
$66.8K - $80.7K
|
20K
$2.72M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-957- 1.75% |
$107K - $129K
|
53.9K
$7.33M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.01K- 39.61% |
$112K - $135K
|
1.54K
$209K
|