Purchases and Sales Made in Q2 2024 in Vanguard Wellington Fd U S Mom (VFMO)
This table provides information about the institutional ownership of Vanguard Wellington Fd U S Mom (VFMO) during Q2 2024. The information is specifically focused on institutions that hold shares of VANGUARD WELLINGTON FD U S MOM.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
Systelligence, LLC
|
BUY
|
- |
88.8KNew |
$12.3M - $13.5M
|
88.8K
$14.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
26.4K+ 68.19% |
$3.67M - $4.02M
|
65.1K
$10.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
12.3K+ 113.38% |
$1.71M - $1.88M
|
23.2K
$3.71M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.8KNew |
$1.5M - $1.64M
|
10.8K
$1.72M
|
|
|
Jul 25, 2024
Q2 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
7.05KNew |
$980K - $1.07M
|
7.05K
$1.13M
|
|
|
Sep 09, 2024
Q2 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
6.99KNew |
$970K - $1.06M
|
6.99K
$1.12M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.7KNew |
$791K - $867K
|
5.7K
$910K
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
5.12KNew |
$712K - $780K
|
5.12K
$819K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.66K+ 18.54% |
$647K - $708K
|
29.8K
$4.76M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
4.42KNew |
$613K - $672K
|
4.42K
$706K
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Investment Advisors
|
BUY
|
- |
4.26K+ 2.09% |
$591K - $648K
|
208K
$33.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.24KNew |
$589K - $646K
|
4.24K
$678K
|
|
|
Aug 12, 2024
Q2 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
3.74K+ 1.35% |
$520K - $569K
|
280K
$44.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.46K+ 101.56% |
$480K - $526K
|
6.86K
$1.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.32KNew |
$462K - $506K
|
3.32K
$531K
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
3.2K+ 4.35% |
$444K - $487K
|
76.7K
$12.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
3.08KNew |
$428K - $469K
|
3.08K
$492K
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.83K+ 76.12% |
$393K - $431K
|
6.55K
$1.05M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.51KNew |
$348K - $381K
|
2.51K
$401K
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Trust CO
|
BUY
|
- |
2.46KNew |
$341K - $374K
|
2.46K
$392K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.98K+ 24.78% |
$275K - $301K
|
9.97K
$1.59M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.96K+ 91.34% |
$273K - $298K
|
4.11K
$657K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.96K+ 21.04% |
$272K - $298K
|
11.3K
$1.8M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.89K+ 60.83% |
$262K - $287K
|
4.98K
$796K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.83K+ 24.78% |
$254K - $278K
|
9.2K
$1.47M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.76KNew |
$244K - $267K
|
1.76K
$281K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.73KNew |
$240K - $263K
|
1.73K
$276K
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
1.61K+ 4.81% |
$224K - $246K
|
35.2K
$5.62M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.56K+ 29.91% |
$217K - $237K
|
6.78K
$1.08M
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.54KNew |
$213K - $234K
|
1.54K
$245K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.51K+ 414.52% |
$210K - $230K
|
1.88K
$300K
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.46KNew |
$203K - $222K
|
1.46K
$234K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.35KNew |
$187K - $205K
|
1.35K
$216K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.32K+ 54.97% |
$183K - $200K
|
3.71K
$593K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.14K+ 17.78% |
$159K - $174K
|
7.57K
$1.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.12K+ 11.17% |
$156K - $171K
|
11.2K
$1.78M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
886+ 29.68% |
$123K - $135K
|
3.87K
$619K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
837+ 121.13% |
$116K - $127K
|
1.53K
$244K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
577+ 13.61% |
$80.1K - $87.8K
|
4.82K
$770K
|
|
|
Jul 18, 2024
Q2 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
542+ 4.13% |
$75.3K - $82.5K
|
13.7K
$2.18M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
493New |
$68.5K - $75K
|
493
$78.8K
|
|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
459+ 3.33% |
$63.8K - $69.8K
|
14.2K
$2.28M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
366+ 4.47% |
$50.8K - $55.7K
|
8.56K
$1.37M
|
|
|
Jul 10, 2024
Q2 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
295+ 0.21% |
$41K - $44.9K
|
139K
$22.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
294+ 15.56% |
$40.8K - $44.7K
|
2.18K
$349K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
100+ 3.25% |
$13.9K - $15.2K
|
3.18K
$508K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
92New |
$12.8K - $14K
|
92
$14.7K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
91+ 0.34% |
$12.6K - $13.8K
|
26.8K
$4.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
75+ 9.62% |
$10.4K - $11.4K
|
855
$137K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
75+ 9.62% |
$10.4K - $11.4K
|
855
$137K
|