Latest Institutional Purchases of Vanguard Wellington Fd (VFMV)
This list provides information on the latest institutional transactions involving Vanguard Wellington Fd (VFMV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| 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
$12.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
23KNew |
$2.63M - $2.95M
|
23K
$2.94M
|
|
|
Aug 08, 2025
Q2 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
21.4KNew |
$2.45M - $2.74M
|
21.4K
$2.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
16.3K+ 37.61% |
$1.87M - $2.09M
|
59.6K
$7.63M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
8.1KNew |
$928K - $1.04M
|
8.1K
$1.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
6.78K+ 10.33% |
$777K - $869K
|
72.4K
$9.27M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.05K+ 4.53% |
$693K - $776K
|
140K
$17.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
5.93K+ 41.29% |
$679K - $760K
|
20.3K
$2.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
5.56K+ 555500.0% |
$636K - $712K
|
5.56K
$711K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.79KNew |
$548K - $614K
|
4.79K
$613K
|
|
|
Jul 22, 2025
Q2 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
4.17KNew |
$477K - $534K
|
4.17K
$534K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
4.07KNew |
$466K - $521K
|
4.07K
$521K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.03K+ 80.79% |
$462K - $517K
|
9.03K
$1.16M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.81KNew |
$436K - $488K
|
3.81K
$487K
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
3.51KNew |
$402K - $451K
|
3.51K
$450K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.04K+ 9.84% |
$348K - $389K
|
33.9K
$4.34M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.21K+ 16.57% |
$254K - $284K
|
15.6K
$1.99M
|
|
|
Jul 22, 2025
Q2 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
2.18KNew |
$250K - $279K
|
2.18K
$279K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
2.03K+ 108.58% |
$232K - $260K
|
3.89K
$498K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.99KNew |
$227K - $255K
|
1.99K
$254K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.96KNew |
$225K - $252K
|
1.96K
$251K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.96KNew |
$224K - $251K
|
1.96K
$251K
|
|
|
Aug 12, 2025
Q2 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
1.62KNew |
$185K - $207K
|
1.62K
$207K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.62KNew |
$185K - $207K
|
1.62K
$207K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
961+ 11.6% |
$110K - $123K
|
9.25K
$1.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
923+ 10.48% |
$106K - $118K
|
9.73K
$1.25M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
675+ 40.01% |
$77.3K - $86.6K
|
2.36K
$302K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
514+ 4283.33% |
$58.9K - $65.9K
|
526
$67.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
451+ 17.35% |
$51.7K - $57.8K
|
3.05K
$391K
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
349+ 0.2% |
$40K - $44.8K
|
178K
$22.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
300+ 1.39% |
$34.4K - $38.5K
|
21.9K
$2.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
245+ 9.39% |
$28.1K - $31.4K
|
2.85K
$365K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
210New |
$24.1K - $26.9K
|
210
$26.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
198+ 0.69% |
$22.7K - $25.4K
|
28.7K
$3.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
177New |
$20.3K - $22.7K
|
177
$22.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
175+ 307.02% |
$20K - $22.4K
|
232
$29.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
130+ 1.44% |
$14.9K - $16.7K
|
9.14K
$1.17M
|
|
|
Jul 29, 2025
Q2 2025
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
BUY
|
- |
100+ 0.48% |
$11.5K - $12.8K
|
20.9K
$2.68M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
44+ 10.6% |
$5.04K - $5.64K
|
459
$58.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
40+ 1.36% |
$4.58K - $5.13K
|
2.99K
$383K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
15+ 0.47% |
$1.72K - $1.92K
|
3.21K
$411K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4+ 0.52% |
$458 - $513
|
773
$99K
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
1+ 0.06% |
$115 - $128
|
1.75K
$224K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
21.5KNew |
$2.57M - $2.76M
|
21.5K
$2.75M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.1KNew |
$1.56M - $1.68M
|
13.1K
$1.68M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
12.8KNew |
$1.53M - $1.64M
|
12.8K
$1.64M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.21K+ 97.19% |
$980K - $1.05M
|
16.7K
$2.13M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
4.19KNew |
$500K - $537K
|
4.19K
$536K
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
4.19KNew |
$500K - $537K
|
4.19K
$536K
|
|