Lpl Financial LLC Vanguard Wellington Fd Transaction History

Lpl Financial LLC

$320 Billion
Q3 2025

A detailed history of Lpl Financial LLC transactions in Vanguard Wellington Fd stock. As of the latest transaction made, Lpl Financial LLC holds 105,931 shares of VFMV stock, worth $13.8 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

105,931

Previous 95,580 10.83%

Holding current value

$13.8 Million

Previous $12.3 Million 13.49%

% of portfolio

0.0%

Previous 0.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$126.35 - $131.95 $1.31 Million - $1.37 Million	10,351 Added 10.83%	105,931 $13.9 Million
Q2 2025 Aug 12, 2025	BUY	$114.53 - $128.23 $7.13 Million - $7.98 Million	62,215 Added 186.47%	95,580 $12.3 Million
Q1 2025 May 07, 2025	BUY	$119.38 - $128.27 $1.54 Million - $1.65 Million	12,874 Added 62.83%	33,365 $4.23 Million
Q4 2024 Feb 11, 2025	SELL	$120.0 - $127.93 $2.18 Million - $2.32 Million	-18,135 Reduced 46.95%	20,491 $2.47 Million
Q3 2024 Nov 08, 2024	BUY	$113.29 - $121.87 $2.54 Million - $2.73 Million	22,402 Added 138.08%	38,626 $4.7 Million

Q2 2024 Aug 07, 2024	BUY	$107.0 - $114.78 $395,900 - $424,686	3,700 Added 29.54%	16,224 $1.84 Million
Q1 2024 May 10, 2024	BUY	$103.53 - $111.89 $585,462 - $632,737	5,655 Added 82.33%	12,524 $1.4 Million
Q4 2023 Feb 14, 2024	SELL	$94.55 - $105.02 $287,053 - $318,840	-3,036 Reduced 30.65%	6,869 $718,000
Q3 2023 Nov 13, 2023	SELL	$96.17 - $101.92 $824,465 - $873,760	-8,573 Reduced 46.4%	9,905 $952,000
Q2 2023 Jul 31, 2023	BUY	$96.61 - $100.48 $887,362 - $922,908	9,185 Added 98.84%	18,478 $1.84 Million
Q1 2023 May 10, 2023	BUY	$94.88 - $101.05 $93,361 - $99,433	984 Added 11.84%	9,293 $914,000
Q4 2022 Feb 07, 2023	BUY	$89.6 - $102.86 $457,676 - $525,408	5,108 Added 159.58%	8,309 $817,000
Q3 2022 Nov 14, 2022	BUY	$89.16 - $103.52 $47,700 - $55,383	535 Added 20.07%	3,201 $285,000
Q2 2022 Aug 12, 2022	BUY	$92.1 - $105.32 $245,538 - $280,783	2,666 New	2,666 $257,000

Others Institutions Holding VFMV

# of Institutions

Shares Held

1.27M

Call Options Held

Put Options Held

View Full List

About VANGUARD WELLINGTON FD

Ticker VFMV
Sector ETFs
Industry ETFs

More about VFMV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lpl Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpl Financial LLC with notifications on news.

Account

Lpl Financial LLC Vanguard Wellington Fd Transaction History