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
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-591- 4.94% |
$67.7K - $75.8K
|
11.4K
$1.48M
|
|
|
Jul 14, 2025
Q2 2025
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-609- 16.5% |
$69.7K - $78.1K
|
3.08K
$400K
|
|
|
Jul 22, 2025
Q2 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-868- 8.71% |
$99.4K - $111K
|
9.1K
$1.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.26K- 83.4% |
$144K - $161K
|
250
$32.5K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.84K- 2.65% |
$211K - $236K
|
67.7K
$8.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.48K- 57.8% |
$284K - $318K
|
1.81K
$236K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-5.25K- 31.51% |
$601K - $673K
|
11.4K
$1.48M
|
|
|
Jul 28, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-5.56K- 99.98% |
$636K - $712K
|
1
$130
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-20.1K- 74.15% |
$2.3M - $2.58M
|
7.01K
$911K
|
|
|
Jul 21, 2025
Q2 2025
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-200K- 99.13% |
$22.9M - $25.7M
|
1.76K
$228K
|