Northwest Capital Management Inc Vanguard Wellington Fd U S Mom Transaction History

Northwest Capital Management Inc

$89.7 Million
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 25, 2025	BUY	$134.25 - $172.52 $874,638 - $1.12 Million	6,515 New	6,515 $1.12 Million

Others Institutions Holding VFMO

# of Institutions

157

Shares Held

3.41M

Call Options Held

0

Put Options Held

0

Ritholtz Wealth Management

628K
Shares

$116 Million
2.39% of portfolio
Great Valley Advisor Group, Inc.

343K
Shares

$63.6 Million
1.47% of portfolio
Wells Fargo & Company San Francisco, CA

301K
Shares

$55.7 Million
0.01% of portfolio
Strategic Financial Services, Inc, Utica, NY

280K
Shares

$51.9 Million
2.72% of portfolio
Davidson Investment Advisors

140K
Shares

$25.9 Million
1.19% of portfolio

About VANGUARD WELLINGTON FD U S MOM

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