Purchases and Sales Made in Q4 2025 in Vanguard Wellington Fd (VFMV)
This table provides information about the institutional ownership of Vanguard Wellington Fd (VFMV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
11.8K+ 65.12% |
$1.5M - $1.55M
|
29.8K
$3.87M
|
|
|
Jan 27, 2026
Q4 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
10.3KNew |
$1.32M - $1.36M
|
10.3K
$1.34M
|
|
|
Jan 27, 2026
Q4 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.25K+ 81.17% |
$541K - $558K
|
9.48K
$1.23M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
974+ 35.2% |
$124K - $128K
|
3.74K
$486K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
728+ 35.9% |
$92.7K - $95.7K
|
2.76K
$358K
|
|
|
Jan 28, 2026
Q4 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
229New |
$29.2K - $30.1K
|
229
$29.7K
|
|
|
Jan 28, 2026
Q4 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
142+ 86.59% |
$18.1K - $18.7K
|
306
$39.7K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-57- 1.94% |
$7.26K - $7.49K
|
2.88K
$374K
|
|
|
Jan 13, 2026
Q4 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-89- 5.09% |
$11.3K - $11.7K
|
1.66K
$215K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-93- 44.5% |
$11.8K - $12.2K
|
116
$15.1K
|
|
|
Jan 27, 2026
Q4 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-500- 5.56% |
$63.7K - $65.7K
|
8.5K
$1.1M
|
|
|
Jan 05, 2026
Q4 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-838- 0.47% |
$107K - $110K
|
176K
$22.9M
|
|