Latest Institutional Transactions on Vanguard Wellington Fd (VFMV)
This table provides information on the latest institutional transactions involving Vanguard Wellington Fd (VFMV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.44K+ 76.28% |
$173K - $184K
|
3.33K
$426K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2Closed |
$240 - $256
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8+ 0.09% |
$960 - $1.02K
|
8.98K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.74K+ 6.42% |
$209K - $223K
|
28.9K
$3.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
21.3K+ 438.7% |
$2.56M - $2.73M
|
26.2K
$3.35M
|
|
|
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
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
842+ 141.28% |
$101K - $108K
|
1.44K
$184K
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
22KNew |
$2.64M - $2.82M
|
22K
$2.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
6.64K+ 402.37% |
$796K - $849K
|
8.28K
$1.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
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 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.26K+ 164.99% |
$631K - $673K
|
8.45K
$1.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
305New |
$36.6K - $39K
|
305
$39K
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
58KNew |
$6.96M - $7.42M
|
58K
$7.42M
|
|
|
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
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
5.03KNew |
$603K - $643K
|
5.03K
$644K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-18.1K- 46.95% |
$2.18M - $2.32M
|
20.5K
$2.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
748+ 38.32% |
$89.8K - $95.7K
|
2.7K
$345K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19.6K+ 404.64% |
$2.35M - $2.51M
|
24.5K
$3.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.16K+ 9.38% |
$139K - $148K
|
13.5K
$1.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
665+ 44.66% |
$79.8K - $85.1K
|
2.15K
$276K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4+ 0.52% |
$480 - $512
|
766
$98K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
914+ 41.17% |
$110K - $117K
|
3.13K
$401K
|
|
|
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 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.81KNew |
$217K - $232K
|
1.81K
$232K
|
|
|
Jan 28, 2025
Q4 2024
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
BUY
|
- |
5.43KNew |
$651K - $694K
|
5.43K
$694K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.65K+ 7.03% |
$798K - $851K
|
101K
$12.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
781+ 43.2% |
$93.7K - $99.9K
|
2.59K
$331K
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-5.27K- 2.85% |
$632K - $674K
|
179K
$22.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-53- 0.15% |
$6.36K - $6.78K
|
35.7K
$4.57M
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-43- 2.4% |
$5.16K - $5.5K
|
1.75K
$223K
|
|
| Q3 2024 | |||||||
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
55+ 0.62% |
$6.23K - $6.7K
|
8.99K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
5.44K+ 160.61% |
$616K - $663K
|
8.83K
$1.13M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-175- 4.65% |
$19.8K - $21.3K
|
3.59K
$459K
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
9.61KNew |
$1.09M - $1.17M
|
9.61K
$1.23M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
165+ 66.0% |
$18.7K - $20.1K
|
415
$53.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-284Closed |
$32.2K - $34.6K
|
0
$0
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.12K- 8.3% |
$127K - $137K
|
12.4K
$1.59M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
84New |
$9.52K - $10.2K
|
84
$10.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
65New |
$7.36K - $7.92K
|
65
$8.32K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
153+ 6.19% |
$16.4K - $17.6K
|
2.63K
$336K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.11K- 60.14% |
$225K - $242K
|
1.4K
$179K
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
5.56KNew |
$594K - $638K
|
5.56K
$711K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-290- 13.99% |
$31K - $33.3K
|
1.78K
$228K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
35New |
$3.75K - $4.02K
|
35
$4.48K
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
2.42KNew |
$259K - $278K
|
2.42K
$309K
|
|
| Q1 2024 | |||||||
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-447- 9.65% |
$46.3K - $50K
|
4.19K
$536K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-188- 67.14% |
$19.5K - $21K
|
92
$11.8K
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.22KNew |
$230K - $248K
|
2.22K
$284K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
616+ 13.02% |
$63.8K - $68.9K
|
5.35K
$684K
|
|