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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
74.5KNew |
$9.41M - $9.83M
|
74.5K
$9.68M
|
|
|
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 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
659+ 7.13% |
$83.3K - $87K
|
9.9K
$1.29M
|
|
|
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
|
|
| Q2 2025 | |||||||
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
62.2K+ 186.47% |
$7.13M - $7.98M
|
95.6K
$12.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
23KNew |
$2.63M - $2.95M
|
23K
$2.99M
|
|
|
Aug 08, 2025
Q2 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
21.4KNew |
$2.45M - $2.74M
|
21.4K
$2.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
16.3K+ 37.61% |
$1.87M - $2.09M
|
59.6K
$7.75M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
8.1KNew |
$928K - $1.04M
|
8.1K
$1.05M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.83K+ 431.72% |
$896K - $1M
|
9.64K
$1.25M
|
|
|
Aug 12, 2025
Q2 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
6.78K+ 10.33% |
$777K - $869K
|
72.4K
$9.41M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.05K+ 4.53% |
$693K - $776K
|
140K
$18.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
5.93K+ 41.29% |
$679K - $760K
|
20.3K
$2.64M
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
5.56K+ 555500.0% |
$636K - $712K
|
5.56K
$722K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.79KNew |
$548K - $614K
|
4.79K
$622K
|
|
|
Jul 22, 2025
Q2 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
4.17KNew |
$477K - $534K
|
4.17K
$542K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
4.07KNew |
$466K - $521K
|
4.07K
$528K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.03K+ 80.79% |
$462K - $517K
|
9.03K
$1.17M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.81KNew |
$436K - $488K
|
3.81K
$495K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.04K+ 9.84% |
$348K - $389K
|
33.9K
$4.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.21K+ 16.57% |
$254K - $284K
|
15.6K
$2.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.99KNew |
$227K - $255K
|
1.99K
$258K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.96KNew |
$225K - $252K
|
1.96K
$255K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.96KNew |
$224K - $251K
|
1.96K
$255K
|
|
|
Aug 12, 2025
Q2 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
1.62KNew |
$185K - $207K
|
1.62K
$210K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
923+ 10.48% |
$106K - $118K
|
9.73K
$1.27M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
675+ 40.01% |
$77.3K - $86.6K
|
2.36K
$307K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
514+ 4283.33% |
$58.9K - $65.9K
|
526
$68.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
451+ 17.35% |
$51.7K - $57.8K
|
3.05K
$397K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
300+ 1.39% |
$34.4K - $38.5K
|
21.9K
$2.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
245+ 9.39% |
$28.1K - $31.4K
|
2.85K
$371K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
210New |
$24.1K - $26.9K
|
210
$27.3K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
198+ 0.69% |
$22.7K - $25.4K
|
28.7K
$3.73M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
177New |
$20.3K - $22.7K
|
177
$23K
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
130+ 1.44% |
$14.9K - $16.7K
|
9.14K
$1.19M
|
|
|
Jul 29, 2025
Q2 2025
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
BUY
|
- |
100+ 0.48% |
$11.5K - $12.8K
|
20.9K
$2.72M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
44+ 10.6% |
$5.04K - $5.64K
|
459
$59.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
40+ 1.36% |
$4.58K - $5.13K
|
2.99K
$388K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
15+ 0.47% |
$1.72K - $1.92K
|
3.21K
$417K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4+ 0.52% |
$458 - $513
|
773
$100K
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
1+ 0.06% |
$115 - $128
|
1.75K
$227K
|
|
|
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
$2.79M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.1KNew |
$1.56M - $1.68M
|
13.1K
$1.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
12.8KNew |
$1.53M - $1.64M
|
12.8K
$1.67M
|
|