Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
150+ 10.23% |
$25.6K - $28.9K
|
1.62K
$299K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
141New |
$24.1K - $27.2K
|
141
$26.1K
|
|
|
Oct 29, 2025
Q3 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
116+ 5.03% |
$19.8K - $22.4K
|
2.42K
$449K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
116+ 7.72% |
$19.8K - $22.4K
|
1.62K
$300K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
114+ 2.69% |
$19.5K - $22K
|
4.35K
$805K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
113+ 3.72% |
$19.3K - $21.8K
|
3.15K
$584K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
108+ 17.73% |
$18.4K - $20.8K
|
717
$133K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
106+ 2.73% |
$18.1K - $20.5K
|
3.99K
$739K
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
104New |
$17.8K - $20.1K
|
104
$19.3K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
100New |
$17.1K - $19.3K
|
100
$18.5K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
95+ 2.45% |
$16.2K - $18.3K
|
3.97K
$735K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
77+ 3.99% |
$13.1K - $14.9K
|
2.01K
$371K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
65New |
$11.1K - $12.5K
|
65
$12K
|
|
|
Oct 20, 2025
Q3 2025
|
Iam Advisory, LLC
|
BUY
|
- |
65+ 0.78% |
$11.1K - $12.5K
|
8.38K
$1.55M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
56+ 1.56% |
$9.56K - $10.8K
|
3.66K
$677K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
43+ 1.97% |
$7.34K - $8.3K
|
2.22K
$412K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
35+ 16.83% |
$5.97K - $6.75K
|
243
$45K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
32+ 0.15% |
$5.46K - $6.17K
|
21.6K
$4M
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
BUY
|
- |
29+ 1.79% |
$4.95K - $5.6K
|
1.65K
$305K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
15New |
$2.56K - $2.89K
|
15
$2.78K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
14+ 280.0% |
$2.39K - $2.7K
|
19
$3.52K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11+ 0.07% |
$1.88K - $2.12K
|
15.6K
$2.88M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
7+ 0.6% |
$1.19K - $1.35K
|
1.18K
$219K
|
|
|
Nov 12, 2025
Q3 2025
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
3+ 0.17% |
$512 - $579
|
1.74K
$322K
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
3+ 0.2% |
$512 - $579
|
1.53K
$283K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2+ 0.1% |
$341 - $386
|
2.07K
$384K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1+ 0.06% |
$171 - $193
|
1.67K
$310K
|
|
|
Nov 13, 2025
Q3 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
1+ 0.02% |
$171 - $193
|
5.19K
$960K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-2- 2.86% |
$341 - $386
|
68
$12.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-10- 0.49% |
$1.71K - $1.93K
|
2.02K
$374K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-25- 55.56% |
$4.27K - $4.82K
|
20
$3.7K
|
|
|
Oct 24, 2025
Q3 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-27- 1.7% |
$4.61K - $5.21K
|
1.56K
$289K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-43- 1.01% |
$7.34K - $8.3K
|
4.23K
$784K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-44- 29.53% |
$7.51K - $8.49K
|
105
$19.4K
|
|
|
Oct 16, 2025
Q3 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-52- 0.2% |
$8.88K - $10K
|
26.2K
$4.86M
|
|
|
Oct 27, 2025
Q3 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-138- 3.84% |
$23.6K - $26.6K
|
3.45K
$640K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-157- 3.11% |
$26.8K - $30.3K
|
4.89K
$906K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-222- 2.65% |
$37.9K - $42.8K
|
8.16K
$1.51M
|
|
|
Oct 21, 2025
Q3 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-224- 8.63% |
$38.2K - $43.2K
|
2.37K
$439K
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-250- 1.17% |
$42.7K - $48.2K
|
21.1K
$3.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-292- 3.02% |
$49.8K - $56.3K
|
9.37K
$1.74M
|
|
|
Oct 23, 2025
Q3 2025
|
Nova R Wealth, Inc.
|
SELL
|
- |
-315- 2.5% |
$53.8K - $60.8K
|
12.3K
$2.28M
|
|
|
Oct 22, 2025
Q3 2025
|
Riverview Trust CO
|
SELL
|
- |
-328- 13.36% |
$56K - $63.3K
|
2.13K
$394K
|
|
|
Nov 07, 2025
Q3 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-401- 4.23% |
$68.4K - $77.4K
|
9.08K
$1.68M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-457- 11.05% |
$78K - $88.2K
|
3.68K
$681K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-492- 12.51% |
$84K - $94.9K
|
3.44K
$637K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-494- 32.08% |
$84.3K - $95.3K
|
1.05K
$194K
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-571- 8.65% |
$97.5K - $110K
|
6.03K
$1.12M
|
|
|
Oct 20, 2025
Q3 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-698- 1.44% |
$119K - $135K
|
47.8K
$8.84M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-776- 69.85% |
$132K - $150K
|
335
$62K
|
|