Latest Institutional Purchases of Vanguard Wellington Fd (VFMV)
This list provides information on the latest institutional transactions involving Vanguard Wellington Fd (VFMV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
74.5KNew |
$9.41M - $9.83M
|
74.5K
$9.67M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
28.9KNew |
$3.65M - $3.81M
|
28.9K
$3.75M
|
|
|
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
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
13.9K+ 1795.08% |
$1.75M - $1.83M
|
14.6K
$1.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.4K+ 10.83% |
$1.31M - $1.37M
|
106K
$13.8M
|
|
|
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
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
8.61K+ 40.3% |
$1.09M - $1.14M
|
30K
$3.89M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.24KNew |
$661K - $691K
|
5.24K
$680K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.61K+ 3.3% |
$583K - $609K
|
144K
$18.7M
|
|
|
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
|
Old Mission Capital LLC
|
BUY
|
- |
2.54KNew |
$321K - $335K
|
2.54K
$330K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2.51K+ 10.9% |
$317K - $331K
|
25.5K
$3.31M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.27K+ 25.14% |
$287K - $299K
|
11.3K
$1.47M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.26K+ 79.14% |
$285K - $298K
|
5.11K
$664K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
2.21K+ 3.71% |
$280K - $292K
|
61.8K
$8.03M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.03KNew |
$256K - $268K
|
2.03K
$263K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
1.95KNew |
$246K - $257K
|
1.95K
$253K
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.34K+ 68.05% |
$170K - $177K
|
3.32K
$431K
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.15K+ 71.23% |
$145K - $152K
|
2.77K
$359K
|
|
|
Nov 05, 2025
Q3 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
975+ 3.07% |
$123K - $129K
|
32.7K
$4.25M
|
|
|
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
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
792+ 16.55% |
$100K - $105K
|
5.58K
$724K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
659+ 7.13% |
$83.3K - $87K
|
9.9K
$1.29M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
482New |
$60.9K - $63.6K
|
482
$62.6K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
400+ 12.54% |
$50.5K - $52.8K
|
3.59K
$466K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
395+ 10.15% |
$49.9K - $52.1K
|
4.29K
$556K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
188+ 2.68% |
$23.8K - $24.8K
|
7.2K
$934K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
97New |
$12.3K - $12.8K
|
97
$12.6K
|
|
|
Nov 03, 2025
Q3 2025
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
BUY
|
- |
88+ 0.42% |
$11.1K - $11.6K
|
21K
$2.73M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
67New |
$8.47K - $8.84K
|
67
$8.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
58New |
$7.33K - $7.65K
|
58
$7.53K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
51New |
$6.44K - $6.73K
|
51
$6.62K
|
|
|
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
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
23New |
$2.91K - $3.03K
|
23
$2.99K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
9+ 0.29% |
$1.14K - $1.19K
|
3.09K
$401K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.61% |
$126 - $132
|
164
$21.3K
|
|
| Q2 2025 | |||||||
|
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
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
6.78K+ 10.33% |
$777K - $869K
|
72.4K
$9.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
5.56K+ 555500.0% |
$636K - $712K
|
5.56K
$722K
|
|
|
Jul 22, 2025
Q2 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
4.17KNew |
$477K - $534K
|
4.17K
$541K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
4.07KNew |
$466K - $521K
|
4.07K
$528K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.81KNew |
$436K - $488K
|
3.81K
$494K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.21K+ 16.57% |
$254K - $284K
|
15.6K
$2.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.99KNew |
$227K - $255K
|
1.99K
$258K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
923+ 10.48% |
$106K - $118K
|
9.73K
$1.26M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
675+ 40.01% |
$77.3K - $86.6K
|
2.36K
$307K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
514+ 4283.33% |
$58.9K - $65.9K
|
526
$68.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
451+ 17.35% |
$51.7K - $57.8K
|
3.05K
$396K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
210New |
$24.1K - $26.9K
|
210
$27.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
177New |
$20.3K - $22.7K
|
177
$23K
|
|