Purchases and Sales Made in Q2 2025 in Vanguard Wellington Fd (VFMV)
This table provides information about the institutional ownership of Vanguard Wellington Fd (VFMV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
62.2K+ 186.47% |
$7.13M - $7.98M
|
95.6K
$12.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
23KNew |
$2.63M - $2.95M
|
23K
$2.99M
|
|
|
Aug 08, 2025
Q2 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
21.4KNew |
$2.45M - $2.74M
|
21.4K
$2.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
16.3K+ 37.61% |
$1.87M - $2.09M
|
59.6K
$7.75M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
8.1KNew |
$928K - $1.04M
|
8.1K
$1.05M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.83K+ 431.72% |
$896K - $1M
|
9.64K
$1.25M
|
|
|
Aug 12, 2025
Q2 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
6.78K+ 10.33% |
$777K - $869K
|
72.4K
$9.41M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.05K+ 4.53% |
$693K - $776K
|
140K
$18.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
5.93K+ 41.29% |
$679K - $760K
|
20.3K
$2.64M
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
5.56K+ 555500.0% |
$636K - $712K
|
5.56K
$722K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.79KNew |
$548K - $614K
|
4.79K
$622K
|
|
|
Jul 22, 2025
Q2 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
4.17KNew |
$477K - $534K
|
4.17K
$542K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
4.07KNew |
$466K - $521K
|
4.07K
$528K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.03K+ 80.79% |
$462K - $517K
|
9.03K
$1.17M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.81KNew |
$436K - $488K
|
3.81K
$495K
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
3.51KNew |
$402K - $451K
|
3.51K
$457K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.04K+ 9.84% |
$348K - $389K
|
33.9K
$4.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.21K+ 16.57% |
$254K - $284K
|
15.6K
$2.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
2.18KNew |
$250K - $279K
|
2.18K
$283K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
2.03K+ 108.58% |
$232K - $260K
|
3.89K
$506K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.99KNew |
$227K - $255K
|
1.99K
$258K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.96KNew |
$225K - $252K
|
1.96K
$255K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.96KNew |
$224K - $251K
|
1.96K
$255K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.62KNew |
$185K - $207K
|
1.62K
$210K
|
|
|
Aug 12, 2025
Q2 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
1.62KNew |
$185K - $207K
|
1.62K
$210K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
961+ 11.6% |
$110K - $123K
|
9.25K
$1.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
923+ 10.48% |
$106K - $118K
|
9.73K
$1.27M
|
|
|
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
$68.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
451+ 17.35% |
$51.7K - $57.8K
|
3.05K
$397K
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
349+ 0.2% |
$40K - $44.8K
|
178K
$23.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
300+ 1.39% |
$34.4K - $38.5K
|
21.9K
$2.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
245+ 9.39% |
$28.1K - $31.4K
|
2.85K
$371K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
210New |
$24.1K - $26.9K
|
210
$27.3K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
198+ 0.69% |
$22.7K - $25.4K
|
28.7K
$3.73M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
177New |
$20.3K - $22.7K
|
177
$23K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
175+ 307.02% |
$20K - $22.4K
|
232
$30.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
130+ 1.44% |
$14.9K - $16.7K
|
9.14K
$1.19M
|
|
|
Jul 29, 2025
Q2 2025
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
BUY
|
- |
100+ 0.48% |
$11.5K - $12.8K
|
20.9K
$2.72M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
44+ 10.6% |
$5.04K - $5.64K
|
459
$59.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
40+ 1.36% |
$4.58K - $5.13K
|
2.99K
$388K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
15+ 0.47% |
$1.72K - $1.92K
|
3.21K
$417K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4+ 0.52% |
$458 - $513
|
773
$100K
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
1+ 0.06% |
$115 - $128
|
1.75K
$227K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-42- 1.16% |
$4.81K - $5.39K
|
3.56K
$463K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-82- 0.24% |
$9.39K - $10.5K
|
34.2K
$4.45M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-125- 3.61% |
$14.3K - $16K
|
3.34K
$434K
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-241- 0.75% |
$27.6K - $30.9K
|
31.8K
$4.13M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-400- 11.14% |
$45.8K - $51.3K
|
3.19K
$415K
|