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 12, 2024
Q2 2024
|
Iam Advisory, LLC
|
BUY
|
- |
64+ 0.79% |
$8.89K - $9.74K
|
8.15K
$1.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
43+ 23.37% |
$5.97K - $6.54K
|
227
$36.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
17+ 9.14% |
$2.36K - $2.59K
|
203
$32.4K
|
|
|
Jul 02, 2024
Q2 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
4New |
$556 - $609
|
4
$639
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 14.29% |
$417 - $456
|
24
$3.84K
|
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
2+ 0.03% |
$278 - $304
|
6.76K
$1.08M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-5- 0.16% |
$694 - $761
|
3.12K
$498K
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-20- 10.99% |
$2.78K - $3.04K
|
162
$25.9K
|
|
|
Aug 02, 2024
Q2 2024
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-47- 1.22% |
$6.53K - $7.15K
|
3.81K
$609K
|
|
|
Jul 15, 2024
Q2 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-73- 4.25% |
$10.1K - $11.1K
|
1.64K
$263K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-115- 20.21% |
$16K - $17.5K
|
454
$72.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-162- 7.29% |
$22.5K - $24.6K
|
2.06K
$329K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-266- 1.32% |
$36.9K - $40.5K
|
19.9K
$3.18M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-267- 10.15% |
$37.1K - $40.6K
|
2.36K
$378K
|
|
|
Jul 29, 2024
Q2 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-300- 0.81% |
$41.7K - $45.6K
|
36.9K
$5.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-322- 4.67% |
$44.7K - $49K
|
6.58K
$1.05M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-371- 12.02% |
$51.5K - $56.4K
|
2.72K
$434K
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
SELL
|
- |
-1.18K- 32.56% |
$163K - $179K
|
2.43K
$389K
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.29K- 0.31% |
$179K - $196K
|
420K
$67.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.78K- 25.64% |
$247K - $270K
|
5.15K
$823K
|
|
|
Jul 25, 2024
Q2 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-1.93K- 2.31% |
$268K - $294K
|
81.5K
$13M
|
|
|
Jul 23, 2024
Q2 2024
|
Lincoln Capital Corp
|
SELL
|
- |
-2.11K- 6.26% |
$293K - $321K
|
31.6K
$5.05M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-4.02K- 6.18% |
$558K - $611K
|
61K
$9.74M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.66K- 40.51% |
$647K - $709K
|
6.84K
$1.09M
|
|
|
Jul 12, 2024
Q2 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-11.5K- 9.03% |
$1.6M - $1.75M
|
116K
$18.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-20.1K- 18.44% |
$2.79M - $3.06M
|
88.8K
$14.2M
|