Latest Institutional Transactions on Vanguard Wellington Fd U S Mom (VFMO)
This table provides information on the latest institutional transactions involving Vanguard Wellington Fd U S Mom (VFMO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
4+ 11.11% |
$636 - $714
|
40
$6.99K
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-2.37K- 35.51% |
$376K - $422K
|
4.3K
$750K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2+ 0.1% |
$318 - $357
|
2.06K
$360K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
12.7K+ 536.86% |
$2.03M - $2.27M
|
15.1K
$2.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
306+ 24.27% |
$48.7K - $54.6K
|
1.57K
$274K
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
175+ 0.44% |
$27.8K - $31.2K
|
39.7K
$6.94M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
149+ 10.28% |
$23.7K - $26.6K
|
1.6K
$279K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-590- 0.93% |
$93.9K - $105K
|
62.7K
$10.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-1.62K- 1.18% |
$257K - $288K
|
136K
$23.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.38K- 35.25% |
$378K - $424K
|
4.36K
$762K
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
10+ 0.66% |
$1.59K - $1.78K
|
1.52K
$265K
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
BUY
|
- |
151+ 0.57% |
$24K - $26.9K
|
26.9K
$4.69M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-24- 0.09% |
$3.82K - $4.28K
|
26.2K
$4.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
190New |
$30.2K - $33.9K
|
190
$33.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-5- 0.06% |
$796 - $892
|
8.31K
$1.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
184+ 10.49% |
$29.3K - $32.8K
|
1.94K
$338K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
11.4KNew |
$1.81M - $2.03M
|
11.4K
$1.99M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.36KNew |
$216K - $242K
|
1.36K
$237K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
44+ 1.8% |
$7K - $7.85K
|
2.49K
$434K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
741+ 4.09% |
$118K - $132K
|
18.8K
$3.29M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
9.45K+ 2.19% |
$1.5M - $1.69M
|
441K
$77.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
10+ 0.53% |
$1.59K - $1.78K
|
1.9K
$332K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-60- 2.6% |
$9.55K - $10.7K
|
2.25K
$392K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-409K- 98.77% |
$65.1M - $73M
|
5.11K
$892K
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.86KNew |
$296K - $332K
|
1.86K
$325K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-4- 44.44% |
$636 - $714
|
5
$873
|
|
| Q3 2024 | |||||||
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
32New |
$4.52K - $5.17K
|
32
$5.59K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.57K- 60.5% |
$787K - $899K
|
3.63K
$635K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2- 0.06% |
$283 - $323
|
3.4K
$593K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1+ 0.03% |
$141 - $161
|
3.18K
$556K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-11.1K- 47.77% |
$1.57M - $1.79M
|
12.1K
$2.12M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.2K+ 1089.6% |
$311K - $355K
|
2.4K
$420K
|
|
|
Nov 14, 2024
Q3 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-4.6K- 1.64% |
$650K - $742K
|
276K
$48.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.47KNew |
$208K - $237K
|
1.47K
$257K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-75- 8.77% |
$10.6K - $12.1K
|
780
$136K
|
|
|
Nov 14, 2024
Q3 2024
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
1.72KNew |
$243K - $278K
|
1.72K
$301K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.06K- 20.58% |
$150K - $171K
|
4.09K
$714K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-700- 27.92% |
$98.9K - $113K
|
1.81K
$316K
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-2.64K- 40.27% |
$373K - $426K
|
3.91K
$683K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
11.9K+ 442.3% |
$1.69M - $1.93M
|
14.6K
$2.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.06K+ 24.95% |
$150K - $171K
|
5.3K
$926K
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-78.7K- 37.91% |
$11.1M - $12.7M
|
129K
$22.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.84K+ 44.94% |
$684K - $781K
|
15.6K
$2.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.23K+ 10.94% |
$174K - $199K
|
12.5K
$2.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.59K+ 164.27% |
$507K - $579K
|
5.77K
$1.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
736+ 14.77% |
$104K - $119K
|
5.72K
$999K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.75K+ 26.66% |
$248K - $283K
|
8.33K
$1.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
25.6K+ 86.17% |
$3.62M - $4.14M
|
55.4K
$9.68M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
260+ 14.81% |
$36.7K - $42K
|
2.02K
$352K
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-295- 4.36% |
$41.7K - $47.6K
|
6.47K
$1.13M
|
|