Who owns Vanguard Wellington Fd us multifactor?

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Analyze quarterly positions in Vanguard Wellington Fd us multifactor with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Vanguard Wellington Fd us multifactor stock

Who bought or sold Vanguard Wellington Fd us multifactor this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Anderson Hoagland & Co 317k $39M 1% Mar 2024
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Opus Capital Group 103k $12M -1% Dec 2023
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Umb Bank N A 62k $7.2M 3% Dec 2023
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Commonwealth Equity Services 38k $4.4M 13% Dec 2023
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Geneos Wealth Management 27k $3.1M -10% Dec 2023
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Absolute Capital Management 24k $2.7M -4% Dec 2023
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Baron Silver Stevens Financial Advisors 16k $1.8M 41% Dec 2023
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Bank of New York Mellon 14k $1.6M -6% Dec 2023
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Walkner Condon Financial Advisors 11k $1.3M 87% Dec 2023
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Mercer Global Advisors 10k $1.1M 0% Dec 2023
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Cedar Point Capital Partners 9.1k $1.0M 100% Dec 2023
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Royal Bank of Canada 8.3k $957k 7% Dec 2023
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Seed Wealth Management 8.0k $1.0M 0% Mar 2024
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Stifel Financial 7.6k $875k 100% Dec 2023
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Onyx Bridge Wealth Group 7.5k $866k 19% Dec 2023
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Raymond James Financial Services Advisors 5.3k $609k 100% Dec 2023
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Envestnet Portfolio Solutions 5.0k $570k 100% Dec 2023
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UMA Financial Services 4.4k $509k -17% Dec 2023
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Citadel Advisors 4.3k $493k 100% Dec 2023
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Great Valley Advisor Group 3.6k $415k 100% Dec 2023
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UBS Group 3.5k $407k 1% Dec 2023
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Cary Street Partner Investment Advisory 2.5k $287k 0% Dec 2023
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Cedar Brook Financial Partners 2.4k $300k 100% Mar 2024
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Cassia Capital Partners 2.3k $262k -21% Dec 2023
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Insigneo Advisory Services 2.2k $252k -5% Dec 2023
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Jane Street 2.2k $249k -69% Dec 2023
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Wealth Enhancement Advisory Services 2.0k $254k -33% Mar 2024
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Cherry Tree Wealth Management 2.0k $230k -2% Dec 2023
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Dynamic Advisors Solutions 1.7k $211k 100% Mar 2024
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FTB Advisors 1.3k $153k 0% Dec 2023
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Parkside Financial Bank & Trust 972.00 $112k 404% Dec 2023
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Principal Securities 932.00 $107k 100% Dec 2023
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Advisor Group Holdings 524.00 $60k -93% Dec 2023
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Private Trust Co Na 500.00 $57k 0% Dec 2023
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Capital Advisors 351.00 $40k 0% Dec 2023
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Steward Partners Investment Advisory 215.00 $25k 0% Dec 2023
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McIlrath & Eck 201.00 $23k 0% Dec 2023
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Pacific Center for Financial Services 194.00 $22k 0% Dec 2023
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IFP Advisors 129.00 $15k 0% Dec 2023
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Harbour Investments 42.00 $4.9k 0% Dec 2023
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National Bank Of Canada /fi/ 34.00 $3.9k 100% Dec 2023
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Wells Fargo & Company 1.00 $97.000000 0% Dec 2023
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Who sold out of Vanguard Wellington Fd us multifactor?

Fund or Company Name Date Sold Shares Held Valued At
Modera Wealth Management Sep 2023 2.1k $213k
Bank of America Corporation Sep 2023 1.3k $131k