Purchases and Sales Made in Q2 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-980- 5.93% |
$132K - $169K
|
15.6K
$2.88M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-985- 5.95% |
$132K - $170K
|
15.6K
$2.88M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.05K- 13.76% |
$141K - $182K
|
6.6K
$1.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.36K- 32.81% |
$182K - $234K
|
2.78K
$514K
|
|
|
Jul 14, 2025
Q2 2025
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-1.46K- 13.09% |
$195K - $251K
|
9.66K
$1.79M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.74K- 36.44% |
$234K - $301K
|
3.04K
$563K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.07K- 90.87% |
$278K - $357K
|
208
$38.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.08K- 62.12% |
$279K - $359K
|
1.27K
$235K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.2K- 2.15% |
$295K - $379K
|
99.8K
$18.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-2.27K- 33.52% |
$305K - $392K
|
4.51K
$835K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.3K- 98.8% |
$309K - $397K
|
28
$5.19K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-2.4K- 32.59% |
$323K - $415K
|
4.97K
$921K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-3.08K- 44.26% |
$413K - $531K
|
3.88K
$718K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-6.13K- 42.8% |
$823K - $1.06M
|
8.2K
$1.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-9.68K- 82.09% |
$1.3M - $1.67M
|
2.11K
$391K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-9.71K- 89.21% |
$1.3M - $1.68M
|
1.17K
$217K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-10.6K- 17.69% |
$1.42M - $1.82M
|
49.2K
$9.11M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11K- 44.9% |
$1.48M - $1.9M
|
13.5K
$2.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-21.1K- 84.76% |
$2.83M - $3.64M
|
3.8K
$703K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-39.4K- 10.14% |
$5.28M - $6.79M
|
349K
$64.6M
|
|