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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-1.59K- 0.89% |
$201K - $210K
|
177K
$23M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.15K+ 71.23% |
$145K - $152K
|
2.77K
$359K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-23- 9.91% |
$2.91K - $3.03K
|
209
$27.1K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
923+ 10.48% |
$106K - $118K
|
9.73K
$1.26M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
514+ 4283.33% |
$58.9K - $65.9K
|
526
$68.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.99KNew |
$227K - $255K
|
1.99K
$258K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
44+ 10.6% |
$5.04K - $5.64K
|
459
$59.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
177New |
$20.3K - $22.7K
|
177
$23K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
675+ 40.01% |
$77.3K - $86.6K
|
2.36K
$307K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
8.1KNew |
$928K - $1.04M
|
8.1K
$1.05M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-591- 4.94% |
$67.7K - $75.8K
|
11.4K
$1.48M
|
|
|
Aug 12, 2025
Q2 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
6.78K+ 10.33% |
$777K - $869K
|
72.4K
$9.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.21K+ 16.57% |
$254K - $284K
|
15.6K
$2.02M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
451+ 17.35% |
$51.7K - $57.8K
|
3.05K
$396K
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
5.56K+ 555500.0% |
$636K - $712K
|
5.56K
$722K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.81KNew |
$436K - $488K
|
3.81K
$494K
|
|
|
Jul 22, 2025
Q2 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
4.17KNew |
$477K - $534K
|
4.17K
$541K
|
|
|
Jul 21, 2025
Q2 2025
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-200K- 99.13% |
$22.9M - $25.7M
|
1.76K
$228K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
4.07KNew |
$466K - $521K
|
4.07K
$528K
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
1+ 0.06% |
$115 - $128
|
1.75K
$227K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
210New |
$24.1K - $26.9K
|
210
$27.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-82- 0.24% |
$9.39K - $10.5K
|
34.2K
$4.45M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.21K+ 97.19% |
$980K - $1.05M
|
16.7K
$2.16M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
130New |
$15.5K - $16.7K
|
130
$16.9K
|
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
21.5KNew |
$2.57M - $2.76M
|
21.5K
$2.79M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.1KNew |
$1.56M - $1.68M
|
13.1K
$1.7M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
4.19KNew |
$500K - $537K
|
4.19K
$544K
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
4.19KNew |
$500K - $537K
|
4.19K
$544K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
270New |
$32.2K - $34.6K
|
270
$35.1K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
3.91KNew |
$466K - $501K
|
3.91K
$507K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
12.8KNew |
$1.53M - $1.64M
|
12.8K
$1.66M
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.44K+ 76.28% |
$173K - $184K
|
3.33K
$432K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
305New |
$36.6K - $39K
|
305
$39.6K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
9.61KNew |
$1.09M - $1.17M
|
9.61K
$1.25M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-284Closed |
$32.2K - $34.6K
|
0
$0
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
84New |
$9.52K - $10.2K
|
84
$10.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
65New |
$7.36K - $7.92K
|
65
$8.44K
|
|
| Q2 2024 | |||||||
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-290- 13.99% |
$31K - $33.3K
|
1.78K
$232K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
35New |
$3.75K - $4.02K
|
35
$4.55K
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
2.42KNew |
$259K - $278K
|
2.42K
$314K
|
|
| Q1 2024 | |||||||
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
616+ 13.02% |
$63.8K - $68.9K
|
5.35K
$694K
|
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-10.8K- 12.48% |
$1.12M - $1.21M
|
75.9K
$9.86M
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
393New |
$37.2K - $41.3K
|
393
$51K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-923- 46.59% |
$87.3K - $96.9K
|
1.06K
$137K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
26.2KNew |
$2.47M - $2.75M
|
26.2K
$3.4M
|
|
| Q3 2023 | |||||||
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
40.8KNew |
$3.92M - $4.16M
|
40.8K
$5.29M
|
|
|
Oct 31, 2023
Q3 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
716+ 14.75% |
$68.9K - $73K
|
5.57K
$723K
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
2.29KNew |
$220K - $233K
|
2.29K
$297K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
80New |
$7.69K - $8.15K
|
80
$10.4K
|
|