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 308k $48M 2% Mar 2026
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Envestnet Asset Management 165k $26M 15% Mar 2026
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Systelligence 108k $17M 100% Mar 2026
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Opus Capital Group 106k $16M 1% Mar 2026
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LPL Financial 81k $13M 21% Mar 2026
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Cambridge Investment Research Advisors 77k $12M 6% Mar 2026
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Umb Bank N A 67k $10M 22% Mar 2026
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Storen Legacy Partners 59k $9.1M -71% Mar 2026
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Rooted Wealth Advisors 47k $7.8M 29% Mar 2026
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Raymond James Financial 45k $6.7M 13% Dec 2025
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Geneos Wealth Management 44k $6.8M 3% Mar 2026
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Baron Silver Stevens Financial Advisors 40k $6.2M 10% Mar 2026
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Partners in Financial Planning 19k $3.0M -2% Mar 2026
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TFB Advisors 18k $2.8M 18% Mar 2026
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Advisor Group Holdings 17k $2.6M 3% Dec 2025
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Commonwealth Equity Services 17k $2.6M 54% Mar 2026
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Royal Bank of Canada 17k $2.6M 6% Mar 2026
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Walkner Condon Financial Advisors 16k $2.5M -9% Mar 2026
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Cedar Point Capital Partners 16k $2.4M 10% Mar 2026
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Victory Financial Group 15k $2.4M -2% Mar 2026
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Barnes Pettey Financial Advisors 15k $2.3M 17% Mar 2026
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Resolute Wealth Advisor 14k $2.2M 100% Mar 2026
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Halbert Hargrove Global Advisors 14k $2.1M 0% Mar 2026
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Onyx Bridge Wealth Group 12k $1.9M 0% Mar 2026
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Great Valley Advisor Group 11k $1.7M -4% Mar 2026
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AQR Capital Management 9.3k $1.4M 0% Mar 2026
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Goldman Sachs Group 9.2k $1.4M 100% Mar 2026
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Perryman Financial Advisory Inc /ad 9.1k $1.4M 100% Mar 2026
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First Manhattan 8.3k $1.3M -1% Mar 2026
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Apollon Wealth Management 8.1k $1.3M 32% Mar 2026
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Stifel Financial 7.6k $1.2M -1% Mar 2026
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Buckingham Strategic Partners 7.5k $1.2M 20% Mar 2026
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Calton & Associates 7.3k $1.1M 37% Mar 2026
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UBS Group 7.1k $1.1M -13% Mar 2026
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Seed Wealth Management 6.7k $1.0M 0% Mar 2026
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RHS Financial 6.3k $984k 12% Mar 2026
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Clark Asset Management 6.3k $984k 0% Mar 2026
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Signature Estate and Investment Advisors 6.1k $952k 0% Mar 2026
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Mml Investors Services 4.7k $731k 2% Mar 2026
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BridgePort Financial Solutions 4.2k $654k -4% Mar 2026
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UMA Financial Services 3.8k $591k 0% Mar 2026
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Advisortrust Partners 3.1k $483k 100% Mar 2026
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Sanctuary Advisors 3.0k $469k 2% Mar 2026
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Susquehanna International 2.8k $429k 100% Dec 2025
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Meridian Wealth Management 2.6k $399k 100% Mar 2026
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Capital Square 2.4k $403k 100% Mar 2026
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Foundations Investment Advisors 2.4k $374k -7% Mar 2026
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Kestra Advisory Services 2.3k $358k 4% Mar 2026
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First Citizens Financial Corp 2.2k $345k 0% Mar 2026
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Harbor Asset Planning 2.2k $341k 36% Mar 2026
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Dynamic Advisors Solutions 2.2k $339k 10% Mar 2026
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Mariner Wealth Advisors 2.1k $330k 100% Mar 2026
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Cassia Capital Partners 2.1k $327k -2% Mar 2026
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Cowa 2.1k $316k -12% Dec 2025
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Centaurus Financial 2.1k $325k -20% Mar 2026
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Studio Investment Management 1.9k $301k 7% Mar 2026
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Titleist Asset Management 1.8k $281k 4% Mar 2026
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TAGStone Capital 1.8k $276k 100% Mar 2026
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Cherry Tree Wealth Management 1.8k $273k 0% Mar 2026
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Modera Wealth Management 1.7k $267k 0% Mar 2026
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Independent Financial Group 1.6k $246k -11% Mar 2026
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Pensionmark Financial Group 1.5k $237k 0% Mar 2026
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Savvy Advisors 1.5k $231k 0% Mar 2026
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Coquina Private Wealth 1.4k $218k 0% Mar 2026
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Nations Financial Group 1.4k $214k 100% Mar 2026
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Essex Financial Services 1.3k $208k -2% Mar 2026
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Parkside Financial Bank & Trust 1.3k $197k 0% Mar 2026
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LRI Investments 1.2k $188k 8% Mar 2026
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TFC Financial Management 979.00 $152k 0% Mar 2026
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Harbour Investments 840.00 $130k 100% Mar 2026
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Northwestern Mutual Wealth Management Company 518.00 $80k 100% Mar 2026
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Bogart Wealth 500.00 $78k 0% Mar 2026
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International Assets Investment Management 438.00 $69k 100% Mar 2026
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MBM Wealth Consultants 346.00 $54k 100% Mar 2026
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Strategic Wealth Partners 339.00 $53k 0% Mar 2026
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Tidemark 321.00 $50k 11% Mar 2026
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Private Trust Co Na 300.00 $47k 0% Mar 2026
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JNBA Financial Advisors 232.00 $36k 0% Mar 2026
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Steward Partners Investment Advisory 215.00 $33k 0% Mar 2026
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Glass Jacobson Investment Advisors 213.00 $33k 0% Mar 2026
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Global Retirement Partners 204.00 $31k 0% Dec 2025
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Vanguard Advisers 185.00 $29k 100% Mar 2026
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Abound Wealth Management 141.00 $22k 100% Mar 2026
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Morgan Stanley 125.00 $19k 1462% Mar 2026
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National Bank Of Canada /fi/ 102.00 $15k 0% Dec 2025
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Ankerstar Wealth 94.00 $15k 100% Mar 2026
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McIlrath & Eck 50.00 $7.8k -75% Mar 2026
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D. J. St. Germain 19.00 $2.9k 100% Mar 2026
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Assetmark 12.00 $1.9k 100% Mar 2026
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Central Pacific Bank - Trust Division 11.00 $1.7k 100% Mar 2026
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Ritter Daniher Financial Advisory LLC / DE 11.00 $1.7k 22% Mar 2026
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Basepoint Wealth 2.00 $310.000000 100% Mar 2026
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Wells Fargo & Company 1.00 $103.000000 0% Mar 2026
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Who sold out of Vanguard Wellington Fd us multifactor?

Fund or Company Name Date Sold Shares Held Valued At
Goss Wealth Management Dec 2025 7.9k $1.2M
Jane Street Dec 2025 2.7k $414k
Benson Investment Management Company Dec 2025 2.7k $411k
Envestnet Portfolio Solutions Dec 2025 1.6k $243k
Moneta Group Investment Advisors Dec 2025 1.3k $203k
Glen Eagle Advisors Dec 2025 100.00 $15k
Rockefeller Capital Management Dec 2025 21.00 $3.2k