Purchases and Sales Made in Q4 2024 in Vanguard Wellington Fd Us Mult (VFMF)
This table provides information about the institutional ownership of Vanguard Wellington Fd Us Mult (VFMF) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
73KNew |
$9.42M - $10.3M
|
73K
$9.98M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
30.6K+ 80.97% |
$3.95M - $4.33M
|
68.5K
$9.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
25.6KNew |
$3.3M - $3.62M
|
25.6K
$3.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
20.9KNew |
$2.7M - $2.96M
|
20.9K
$2.86M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
14.9KNew |
$1.92M - $2.1M
|
14.9K
$2.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
2.74KNew |
$353K - $387K
|
2.74K
$374K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.67K+ 3.49% |
$345K - $378K
|
79.3K
$10.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
2.39K+ 11.06% |
$308K - $338K
|
24K
$3.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.14K+ 65.68% |
$276K - $303K
|
5.4K
$738K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.97KNew |
$254K - $279K
|
1.97K
$270K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.66KNew |
$214K - $235K
|
1.66K
$227K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.17K+ 22.17% |
$151K - $165K
|
6.43K
$879K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.13K+ 11.37% |
$146K - $160K
|
11.1K
$1.52M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
616+ 6.32% |
$79.4K - $87.1K
|
10.4K
$1.42M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
427+ 10.52% |
$55.1K - $60.4K
|
4.49K
$613K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
349+ 35.91% |
$45K - $49.4K
|
1.32K
$181K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
275New |
$35.5K - $38.9K
|
275
$37.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
201New |
$25.9K - $28.4K
|
201
$27.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
161+ 9.13% |
$20.8K - $22.8K
|
1.92K
$263K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
132+ 3.81% |
$17K - $18.7K
|
3.59K
$491K
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
74+ 0.75% |
$9.54K - $10.5K
|
9.88K
$1.35M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
56New |
$7.22K - $7.92K
|
56
$7.65K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 1.82% |
$258 - $283
|
112
$15.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.48% |
$129 - $141
|
208
$28.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-8- 0.38% |
$1.03K - $1.13K
|
2.08K
$285K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-106- 3.75% |
$13.7K - $15K
|
2.72K
$371K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-144- 0.25% |
$18.6K - $20.4K
|
58.5K
$8M
|
|
|
Jan 27, 2025
Q4 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-145- 6.04% |
$18.7K - $20.5K
|
2.26K
$308K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-150- 0.69% |
$19.3K - $21.2K
|
21.6K
$2.96M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-163- 3.83% |
$21K - $23K
|
4.1K
$560K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-376- 5.24% |
$48.5K - $53.2K
|
6.8K
$929K
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-752- 0.71% |
$97K - $106K
|
106K
$14.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.61K- 35.09% |
$724K - $794K
|
10.4K
$1.42M
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-6.04K- 1.94% |
$779K - $854K
|
305K
$41.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11.6K- 5.49% |
$1.5M - $1.64M
|
200K
$27.3M
|