Purchases and Sales Made in Q1 2025 in Vanguard Wellington Fd (VFMV)
This table provides information about the institutional ownership of Vanguard Wellington Fd (VFMV) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
202KNew |
$24.1M - $25.9M
|
202K
$25.6M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
32.4K+ 32.05% |
$3.87M - $4.16M
|
134K
$16.9M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
30.8KNew |
$3.68M - $3.96M
|
30.8K
$3.91M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
21.6KNew |
$2.58M - $2.77M
|
21.6K
$2.74M
|
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
21.5KNew |
$2.57M - $2.76M
|
21.5K
$2.73M
|
|
|
Apr 23, 2025
Q1 2025
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
BUY
|
- |
15.4K+ 283.69% |
$1.84M - $1.97M
|
20.8K
$2.64M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
14.5K+ 50.09% |
$1.73M - $1.85M
|
43.3K
$5.49M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.1KNew |
$1.56M - $1.68M
|
13.1K
$1.66M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.9K+ 62.83% |
$1.54M - $1.65M
|
33.4K
$4.23M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
12.8KNew |
$1.53M - $1.64M
|
12.8K
$1.62M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
9.99K+ 45.39% |
$1.19M - $1.28M
|
32K
$4.06M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
9.33K+ 185.6% |
$1.11M - $1.2M
|
14.4K
$1.82M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.21K+ 97.19% |
$980K - $1.05M
|
16.7K
$2.11M
|
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
7.63K+ 13.16% |
$911K - $979K
|
65.6K
$8.32M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
4.19KNew |
$500K - $537K
|
4.19K
$531K
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
4.19KNew |
$500K - $537K
|
4.19K
$531K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
3.91KNew |
$466K - $501K
|
3.91K
$495K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.61KNew |
$430K - $463K
|
3.61K
$457K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.64K+ 10.8% |
$315K - $339K
|
27.1K
$3.44M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.61KNew |
$311K - $335K
|
2.61K
$331K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.3K+ 8.78% |
$275K - $295K
|
28.5K
$3.61M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.14K+ 99.44% |
$256K - $275K
|
4.3K
$545K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2.07K+ 148.39% |
$247K - $266K
|
3.47K
$439K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.98KNew |
$236K - $253K
|
1.98K
$250K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.87KNew |
$223K - $239K
|
1.87K
$236K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.51KNew |
$180K - $193K
|
1.51K
$191K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.16K+ 80.81% |
$139K - $149K
|
2.6K
$330K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.09K+ 1.59% |
$130K - $139K
|
69.5K
$8.81M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
494+ 18.3% |
$59K - $63.4K
|
3.19K
$405K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
359+ 13.87% |
$42.9K - $46K
|
2.95K
$374K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
270New |
$32.2K - $34.6K
|
270
$34.2K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
163New |
$19.5K - $20.9K
|
163
$20.7K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
130New |
$15.5K - $16.7K
|
130
$16.5K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
75+ 0.84% |
$8.95K - $9.62K
|
9.01K
$1.14M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
57New |
$6.8K - $7.31K
|
57
$7.23K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
12New |
$1.43K - $1.54K
|
12
$1.52K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 0.39% |
$358 - $385
|
769
$97.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
1+ 0.06% |
$119 - $128
|
1.75K
$222K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-124- 6.85% |
$14.8K - $15.9K
|
1.69K
$214K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-151- 1.12% |
$18K - $19.4K
|
13.4K
$1.69M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-168- 1.87% |
$20.1K - $21.5K
|
8.81K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-421- 3.4% |
$50.3K - $54K
|
12K
$1.52M
|
|
|
May 13, 2025
Q1 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-904- 8.31% |
$108K - $116K
|
9.97K
$1.26M
|
|
|
May 14, 2025
Q1 2025
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-942- 20.34% |
$112K - $121K
|
3.69K
$468K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.1K- 35.0% |
$131K - $141K
|
2.04K
$258K
|
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-1.22K- 0.68% |
$145K - $156K
|
178K
$22.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.32K- 20.96% |
$158K - $170K
|
4.99K
$633K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-1.4K- 3.92% |
$167K - $179K
|
34.3K
$4.35M
|