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 113 institutions that hold shares in the stock, with a total of 2.07 Million shares, which have been reported (via 13F filing form) to have a value of $344 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
3,634
shares
|
$589,434
0.0% of portfolio
|
Q3 2024
Reduced 60.5%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
3,427
shares
|
$555,859
0.04% of portfolio
|
Q3 2024
Added 3.13%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
3,397
shares
|
$550,993
0.01% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Oct 23, 2024 Q3 2024 |
3,258
shares
|
$528,447
0.04% of portfolio
|
Q3 2024
Reduced 14.49%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
3,257
shares
|
$528,285
0.01% of portfolio
|
Q3 2024
Added 4.56%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Nov 04, 2024 Q3 2024 |
3,230
shares
|
$523,905
0.42% of portfolio
|
Q2 2023
Reduced 33.13%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
3,181
shares
|
$515,958
0.01% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
2,991
shares
|
$485,140
0.21% of portfolio
|
Q2 2023
Reduced 0.03%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
2,732
shares
|
$443,130
0.01% of portfolio
|
Q3 2024
Added 78.8%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Oct 31, 2024 Q3 2024 |
2,559
shares
|
$415,069
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
2,536
shares
|
$411,339
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
2,508
shares
|
$406,797
0.0% of portfolio
|
Q3 2024
Reduced 32.45%
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
2,456
shares
|
$398,363
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
2,443
shares
|
$396,254
0.04% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
2,403
shares
|
$389,766
0.0% of portfolio
|
Q3 2024
Added 1089.6%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
2,371
shares
|
$384,576
0.04% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
2,292
shares
|
$371,762
0.11% of portfolio
|
Q3 2024
Added 49.32%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
2,274
shares
|
$368,842
0.0% of portfolio
|
Q3 2024
Reduced 16.24%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
2,245
shares
|
$364,139
0.02% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
2,062
shares
|
$334,456
0.01% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
2,016
shares
|
$326,995
0.0% of portfolio
|
Q3 2024
Added 14.81%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
1,925
shares
|
$312,235
0.04% of portfolio
|
Q3 2022
Reduced 3.99%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
1,892
shares
|
$306,882
0.02% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Jan 07, 2025 Q4 2024 |
1,863
shares
|
$302,178
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Nov 01, 2024 Q3 2024 |
1,835
shares
|
$297,637
0.1% of portfolio
|
Q3 2023
New holding
|