Capital Analysts, LLC Vanguard Wellington Fd Transaction History

Capital Analysts, LLC

$3.43 Billion
Q3 2025

A detailed history of Capital Analysts, LLC transactions in Vanguard Wellington Fd stock. As of the latest transaction made, Capital Analysts, LLC holds 23 shares of VFMV stock, worth $2,986. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$2,986

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 14, 2025	BUY	$126.35 - $131.95 $2,906 - $3,034	23 New	23 $3,000

Others Institutions Holding VFMV

# of Institutions

Shares Held

1.27M

Call Options Held

Put Options Held

Anderson Hoagland & CO

177K
Shares

$23 Million
2.12% of portfolio
Foundations Investment Advisors, LLC

144K
Shares

$18.7 Million
0.3% of portfolio
Lpl Financial LLC Fort Mill, SC

106K
Shares

$13.8 Million
0.0% of portfolio
Sequoia Financial Advisors, LLC

74.5K
Shares

$9.67 Million
0.07% of portfolio
Martin Worley Group Cottonwood Heights, UT

72.4K
Shares

$9.4 Million
5.07% of portfolio

View Full List

About VANGUARD WELLINGTON FD

Ticker VFMV
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