Brinker Capital Investments, LLC Vanguard Wellington Fd U S Mom Transaction History

Brinker Capital Investments, LLC

$11.4 Billion
Q3 2025

A detailed history of Brinker Capital Investments, LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Brinker Capital Investments, LLC holds 2,223 shares of VFMO stock, worth $411,744. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,223

Previous 2,180 1.97%

Holding current value

$411,744

Previous $376,000 13.03%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$170.68 - $192.95 $7,339 - $8,296	43 Added 1.97%	2,223 $425,000
Q2 2025 Aug 14, 2025	BUY	$134.25 - $172.52 $66,588 - $85,569	496 Added 29.45%	2,180 $376,000
Q1 2025 Jul 31, 2025	SELL	$147.38 - $176.39 $67,500 - $80,786	-458 Reduced 21.38%	1,684 $255,000
Q4 2024 Jul 31, 2025	BUY	$159.11 - $178.39 $340,813 - $382,111	2,142 New	2,142 $352,000
Q3 2021 Nov 08, 2021	SELL	$122.04 - $134.35 $4.15 Million - $4.57 Million	-34,000 Closed	0 $0

Q2 2021 Aug 03, 2021	BUY	$120.29 - $132.08 $4.09 Million - $4.49 Million	34,000 New	34,000 $4.47 Million
Q1 2020 May 13, 2020	SELL	$58.25 - $92.33 $58 - $92	-1 Closed	0 $0
Q2 2019 Aug 14, 2019	BUY	N/A	1 New	1 $0

Others Institutions Holding VFMO

# of Institutions

163

Shares Held

3.5M

Call Options Held

Put Options Held

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About VANGUARD WELLINGTON FD U S MOM

Ticker VFMO
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Brinker Capital Investments, LLC Vanguard Wellington Fd U S Mom Transaction History