Purchases and Sales Made in Q3 2025 in Vanguard Wellington Fd (VFMV)
This table provides information about the institutional ownership of Vanguard Wellington Fd (VFMV) during Q3 2025. The information is specifically focused on institutions that hold shares of VANGUARD WELLINGTON FD.
| 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 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.14K+ 11.68% |
$144K - $150K
|
10.9K
$1.41M
|
|
|
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
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-6- 0.29% |
$758 - $792
|
2.03K
$264K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-23- 9.91% |
$2.91K - $3.03K
|
209
$27.1K
|
|
|
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 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-75- 2.25% |
$9.48K - $9.9K
|
3.27K
$424K
|
|
|
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 21, 2025
Q3 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-121- 5.55% |
$15.3K - $16K
|
2.06K
$267K
|
|
|
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
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-446- 4.63% |
$56.4K - $58.8K
|
9.19K
$1.19M
|
|
|
Oct 17, 2025
Q3 2025
|
Retireful, LLC
|
SELL
|
- |
-459- 13.06% |
$58K - $60.6K
|
3.06K
$397K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.01K- 51.55% |
$128K - $134K
|
951
$123K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.04K- 3.62% |
$131K - $137K
|
27.7K
$3.59M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.05K- 53.37% |
$132K - $138K
|
913
$119K
|
|