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 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.03KNew |
$256K - $268K
|
2.03K
$264K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
1.95KNew |
$246K - $257K
|
1.95K
$253K
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.15K+ 71.23% |
$145K - $152K
|
2.77K
$360K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
400+ 12.54% |
$50.5K - $52.8K
|
3.59K
$467K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
395+ 10.15% |
$49.9K - $52.1K
|
4.29K
$557K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
188+ 2.68% |
$23.8K - $24.8K
|
7.2K
$935K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.61% |
$126 - $132
|
164
$21.3K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-23- 9.91% |
$2.91K - $3.03K
|
209
$27.2K
|
|
|
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
|
|
|
Oct 17, 2025
Q3 2025
|
Retireful, LLC
|
SELL
|
- |
-459- 13.06% |
$58K - $60.6K
|
3.06K
$397K
|
|
|
Oct 14, 2025
Q3 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-1.59K- 0.89% |
$201K - $210K
|
177K
$23M
|