Latest Institutional Transactions on Vanguard Wellington Fd (VFMV)
This table provides information on the latest institutional transactions involving Vanguard Wellington Fd (VFMV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
51New |
$6.44K - $6.73K
|
51
$6.62K
|
|
|
Nov 17, 2025
Q3 2025
|
Keystone Financial Group
|
SELL
|
- |
-272- 2.98% |
$34.4K - $35.9K
|
8.87K
$1.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
BUY
|
- |
2.54KNew |
$321K - $335K
|
2.54K
$330K
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.05K- 53.37% |
$132K - $138K
|
913
$119K
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-9.2K- 42.01% |
$1.16M - $1.21M
|
12.7K
$1.65M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
792+ 16.55% |
$100K - $105K
|
5.58K
$724K
|
|
|
Nov 14, 2025
Q3 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
932+ 57.67% |
$118K - $123K
|
2.55K
$331K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
23New |
$2.91K - $3.03K
|
23
$2.99K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
24+ 9.6% |
$3.03K - $3.17K
|
274
$35.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
8.61K+ 40.3% |
$1.09M - $1.14M
|
30K
$3.89M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.2K+ 398.37% |
$1.79M - $1.87M
|
17.8K
$2.31M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3K+ 4.43% |
$379K - $395K
|
70.7K
$9.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
97New |
$12.3K - $12.8K
|
97
$12.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.26K+ 79.14% |
$285K - $298K
|
5.11K
$664K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
58New |
$7.33K - $7.65K
|
58
$7.53K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-446- 4.63% |
$56.4K - $58.8K
|
9.19K
$1.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.86K+ 26.15% |
$1.12M - $1.17M
|
42.7K
$5.55M
|
|
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
13.9K+ 1795.08% |
$1.75M - $1.83M
|
14.6K
$1.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
2.21K+ 3.71% |
$280K - $292K
|
61.8K
$8.03M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
28.9KNew |
$3.65M - $3.81M
|
28.9K
$3.75M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2.51K+ 10.9% |
$317K - $331K
|
25.5K
$3.31M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
67New |
$8.47K - $8.84K
|
67
$8.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
9+ 0.29% |
$1.14K - $1.19K
|
3.09K
$401K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.04K- 3.62% |
$131K - $137K
|
27.7K
$3.59M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
482New |
$60.9K - $63.6K
|
482
$62.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.4K+ 10.83% |
$1.31M - $1.37M
|
106K
$13.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.34K+ 68.05% |
$170K - $177K
|
3.32K
$431K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.05K- 17.93% |
$259K - $270K
|
9.36K
$1.22M
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-2.24K- 11.02% |
$283K - $295K
|
18.1K
$2.34M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-75- 2.25% |
$9.48K - $9.9K
|
3.27K
$424K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.01K- 51.55% |
$128K - $134K
|
951
$123K
|
|
|
Nov 05, 2025
Q3 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-50- 1.67% |
$6.32K - $6.6K
|
2.94K
$382K
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-65- 2.03% |
$8.21K - $8.58K
|
3.14K
$408K
|
|
|
Nov 05, 2025
Q3 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
975+ 3.07% |
$123K - $129K
|
32.7K
$4.25M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.27K+ 25.14% |
$287K - $299K
|
11.3K
$1.47M
|
|
|
Nov 03, 2025
Q3 2025
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
BUY
|
- |
88+ 0.42% |
$11.1K - $11.6K
|
21K
$2.73M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.61K+ 3.3% |
$583K - $609K
|
144K
$18.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.24KNew |
$661K - $691K
|
5.24K
$680K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-6- 0.29% |
$758 - $792
|
2.03K
$264K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
659+ 7.13% |
$83.3K - $87K
|
9.9K
$1.29M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
74.5KNew |
$9.41M - $9.83M
|
74.5K
$9.67M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
1.95KNew |
$246K - $257K
|
1.95K
$253K
|
|
|
Oct 23, 2025
Q3 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-102- 1.12% |
$12.9K - $13.5K
|
9K
$1.17M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
400+ 12.54% |
$50.5K - $52.8K
|
3.59K
$466K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.61% |
$126 - $132
|
164
$21.3K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
188+ 2.68% |
$23.8K - $24.8K
|
7.2K
$934K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.03KNew |
$256K - $268K
|
2.03K
$263K
|
|
|
Oct 21, 2025
Q3 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-121- 5.55% |
$15.3K - $16K
|
2.06K
$267K
|
|
|
Oct 17, 2025
Q3 2025
|
Retireful, LLC
|
SELL
|
- |
-459- 13.06% |
$58K - $60.6K
|
3.06K
$397K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
395+ 10.15% |
$49.9K - $52.1K
|
4.29K
$556K
|
|