Vanguard Wellington Fd U S Mom VFMO
Institutional shares held
2.09 Million
3.1K
calls
700
puts
Total value of holdings
$366M
$542K
calls
$122K
puts
# of Institutions
115
We take great care to ensure that the data presented and summarized in this overview for VANGUARD WELLINGTON FD U S MOM is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding VFMO
View all-
Ritholtz Wealth Management441KShares$77.1 Million2.16% of portfolio
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Strategic Financial Services, Inc, Utica, NY276KShares$48.2 Million2.64% of portfolio
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Anderson Hoagland & CO136KShares$23.7 Million2.4% of portfolio
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Davidson Investment Advisors129KShares$22.5 Million1.02% of portfolio
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Cabot Wealth Management Inc114KShares$19.9 Million2.31% of portfolio
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Schulz Wealth, Ltd. Mansfield, TX84.4KShares$14.7 Million10.51% of portfolio
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Envestnet Asset Management Inc82.2KShares$14.4 Million0.0% of portfolio
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Systelligence, LLC74.5KShares$13 Million3.17% of portfolio
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Empirical Financial Services, LLC D.B.A. Empirical Wealth Management62.7KShares$10.9 Million0.28% of portfolio
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Lpl Financial LLC Fort Mill, SC61KShares$10.6 Million0.0% of portfolio