Purchases and Sales Made in Q4 2024 in Vanguard Wellington Fd (VFMV)
This table provides information about the institutional ownership of Vanguard Wellington Fd (VFMV) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
58KNew |
$6.96M - $7.42M
|
58K
$7.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
22KNew |
$2.64M - $2.82M
|
22K
$2.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
21.3K+ 438.7% |
$2.56M - $2.73M
|
26.2K
$3.35M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19.6K+ 404.64% |
$2.35M - $2.51M
|
24.5K
$3.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
8.93KNew |
$1.07M - $1.14M
|
8.93K
$1.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.65K+ 7.03% |
$798K - $851K
|
101K
$12.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
6.64K+ 402.37% |
$796K - $849K
|
8.28K
$1.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
BUY
|
- |
5.43KNew |
$651K - $694K
|
5.43K
$694K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.26K+ 164.99% |
$631K - $673K
|
8.45K
$1.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
5.03KNew |
$603K - $643K
|
5.03K
$644K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.81KNew |
$217K - $232K
|
1.81K
$232K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.74K+ 6.42% |
$209K - $223K
|
28.9K
$3.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.44K+ 76.28% |
$173K - $184K
|
3.33K
$426K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.16K+ 9.38% |
$139K - $148K
|
13.5K
$1.73M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
914+ 41.17% |
$110K - $117K
|
3.13K
$401K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
842+ 141.28% |
$101K - $108K
|
1.44K
$184K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
781+ 43.2% |
$93.7K - $99.9K
|
2.59K
$331K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
748+ 38.32% |
$89.8K - $95.7K
|
2.7K
$345K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
665+ 44.66% |
$79.8K - $85.1K
|
2.15K
$276K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
618+ 10.84% |
$74.2K - $79.1K
|
6.32K
$808K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
305New |
$36.6K - $39K
|
305
$39K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
278New |
$33.4K - $35.6K
|
278
$35.6K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
42+ 0.06% |
$5.04K - $5.37K
|
68.4K
$8.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8+ 0.09% |
$960 - $1.02K
|
8.98K
$1.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4+ 0.52% |
$480 - $512
|
766
$98K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2Closed |
$240 - $256
|
0
$0
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-43- 2.4% |
$5.16K - $5.5K
|
1.75K
$223K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-53- 0.15% |
$6.36K - $6.78K
|
35.7K
$4.57M
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-293- 2.62% |
$35.2K - $37.5K
|
10.9K
$1.39M
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-324- 6.54% |
$38.9K - $41.4K
|
4.63K
$593K
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-5.27K- 2.85% |
$632K - $674K
|
179K
$22.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-18.1K- 46.95% |
$2.18M - $2.32M
|
20.5K
$2.62M
|