Vanguard Wellington Fd VFMV

VFMV Quotes by TradingView
Institutional shares held 995,293
0 calls
0 puts
Total value of holdings $121M
$0 calls
$0 puts
# of Institutions 51

Quarterly Institutional Activity in VFMV

Shares Bought
Shares Sold
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Top Institutions Holding VFMV

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Latest Institutional Activity in VFMV

Top Purchases

Q1 2025
Tanglewood Wealth Management, Inc. Shares Held: 202K ($24.9M)
202K Shares purchased
New Holding
Q1 2025
Independence Asset Advisors, LLC Shares Held: 20.8K ($2.56M)
15.4K Shares purchased
283.69% Added
Q1 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 12.8K ($1.58M)
12.8K Shares purchased
New Holding
Q1 2025
Martin Worley Group Shares Held: 65.6K ($8.08M)
7.63K Shares purchased
13.16% Added
Q1 2025
L.M. Kohn & Company Shares Held: 3.91K ($481K)
3.91K Shares purchased
New Holding
View All Buyers

Top Sells

Q1 2025
Umb Bank, N.A. Shares Held: 34.3K ($4.23M)
1.4K Shares sold
3.92% Reduced
Q1 2025
Envestnet Asset Management Inc Shares Held: 4.99K ($615K)
1.32K Shares sold
20.96% Reduced
Q1 2025
Anderson Hoagland & CO Shares Held: 178K ($21.9M)
1.22K Shares sold
0.68% Reduced
Q4 2024
Lpl Financial LLC Shares Held: 20.5K ($2.52M)
18.1K Shares sold
46.95% Reduced
Q4 2024
Compass Financial Group, Inc/Sd Shares Held: 10.9K ($1.34M)
293 Shares sold
2.62% Reduced
View All Sellers

About VFMV

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VFMV Fundamental Data by TradingView

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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