Institutional Ownership Vanguard Wellington Fd U S Mom (VFMO)
This table provides information about the institutional ownership of Vanguard Wellington Fd U S Mom (VFMO). We have compiled data on the 138 institutions that hold shares in the stock, with a total of 2.73 Million shares, which have been reported (via 13F filing form) to have a value of $416 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
479,873
shares
|
$73.1 Million
2.21% of portfolio
|
Q1 2025
Added 8.73%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
289,868
shares
|
$44.2 Million
0.09% of portfolio
|
Q1 2025
Added 7.2%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Feb 11, 2025 Q4 2024 |
264,902
shares
|
$40.4 Million
2.61% of portfolio
|
Q4 2024
Reduced 3.95%
|
|
|
Systelligence, LLC
|
Apr 22, 2025 Q1 2025 |
145,318
shares
|
$22.1 Million
5.91% of portfolio
|
Q1 2025
Added 51.42%
|
|
|
Davidson Investment Advisors
|
Apr 29, 2025 Q1 2025 |
127,332
shares
|
$19.4 Million
0.99% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Anderson Hoagland & CO
|
Apr 09, 2025 Q1 2025 |
118,928
shares
|
$18.1 Million
1.95% of portfolio
|
Q1 2025
Reduced 12.37%
|
|
|
Cabot Wealth Management Inc
|
Apr 21, 2025 Q1 2025 |
106,970
shares
|
$16.3 Million
2.08% of portfolio
|
Q1 2025
Reduced 2.96%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
102,003
shares
|
$15.5 Million
0.01% of portfolio
|
Q1 2025
Added 18.91%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Apr 29, 2025 Q1 2025 |
86,511
shares
|
$13.2 Million
10.01% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
80,449
shares
|
$12.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
77,817
shares
|
$11.9 Million
0.31% of portfolio
|
Q4 2024
Added 40.44%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
67,444
shares
|
$10.3 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
62,657
shares
|
$9.55 Million
0.28% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
May 06, 2025 Q1 2025 |
59,732
shares
|
$9.1 Million
1.44% of portfolio
|
Q1 2025
New holding
|
|
|
Armbruster Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
40,893
shares
|
$6.23 Million
1.24% of portfolio
|
Q1 2025
Added 2.9%
|
|
|
Journey Advisory Group, LLC
|
Feb 04, 2025 Q4 2024 |
34,257
shares
|
$5.22 Million
0.67% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Lincoln Capital Corp
|
Apr 25, 2025 Q1 2025 |
26,038
shares
|
$3.97 Million
1.75% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
25,961
shares
|
$3.96 Million
6.72% of portfolio
|
Q3 2022
Reduced 7.71%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
25,476
shares
|
$3.88 Million
0.85% of portfolio
|
Q1 2023
Added 142.05%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Apr 01, 2025 Q1 2025 |
22,162
shares
|
$3.38 Million
0.84% of portfolio
|
Q1 2025
Added 6.75%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
21,926
shares
|
$3.34 Million
0.06% of portfolio
|
Q1 2025
Reduced 16.31%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
19,817
shares
|
$3.02 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
19,605
shares
|
$2.99 Million
0.43% of portfolio
|
Q1 2025
Added 4.06%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
16,545
shares
|
$2.52 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.78%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
14,629
shares
|
$2.23 Million
0.0% of portfolio
|
Q4 2024
Added 16.49%
|