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 23, 2026
Q4 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-2.76K- 5.78% |
$509K - $551K
|
45K
$8.33M
|
|
|
Jan 23, 2026
Q4 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1.34K+ 16.3% |
$247K - $268K
|
9.56K
$1.77M
|
|
|
Jan 23, 2026
Q4 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-325- 8.28% |
$60K - $64.9K
|
3.6K
$667K
|
|
|
Jan 23, 2026
Q4 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-35- 1.48% |
$6.46K - $6.99K
|
2.34K
$433K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
14.5K+ 14481.0% |
$2.67M - $2.89M
|
14.6K
$2.7M
|
|
|
Jan 22, 2026
Q4 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
22.6K+ 3.6% |
$4.17M - $4.52M
|
651K
$121M
|
|
|
Jan 22, 2026
Q4 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-354- 1.35% |
$65.3K - $70.7K
|
25.9K
$4.79M
|
|
|
Jan 22, 2026
Q4 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2+ 0.17% |
$369 - $400
|
1.18K
$219K
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
21+ 0.58% |
$3.87K - $4.2K
|
3.67K
$680K
|
|
|
Jan 21, 2026
Q4 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
2.33K+ 20.24% |
$429K - $465K
|
13.8K
$2.56M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-757- 32.12% |
$140K - $151K
|
1.6K
$296K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
570+ 2.3% |
$105K - $114K
|
25.3K
$4.69M
|
|
|
Jan 20, 2026
Q4 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-370- 10.72% |
$68.3K - $73.9K
|
3.08K
$571K
|
|
|
Jan 20, 2026
Q4 2025
|
Payne Capital LLC
Lake Oswego, OR |
BUY
|
- |
22+ 0.16% |
$4.06K - $4.4K
|
14.1K
$2.61M
|
|
|
Jan 20, 2026
Q4 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
40+ 1.65% |
$7.38K - $7.99K
|
2.46K
$456K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.16KNew |
$215K - $233K
|
1.16K
$216K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3+ 0.19% |
$553 - $599
|
1.62K
$300K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.2K+ 2.12% |
$407K - $440K
|
106K
$19.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-753- 8.8% |
$139K - $150K
|
7.81K
$1.45M
|
|
|
Jan 14, 2026
Q4 2025
|
Nova R Wealth, Inc.
|
SELL
|
- |
-215- 1.75% |
$39.7K - $43K
|
12.1K
$2.24M
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.05K+ 9.96% |
$379K - $410K
|
22.7K
$4.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
212+ 4.3% |
$39.1K - $42.4K
|
5.15K
$953K
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
192+ 5.26% |
$35.4K - $38.4K
|
3.84K
$712K
|
|
|
Jan 13, 2026
Q4 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
3+ 0.19% |
$553 - $599
|
1.56K
$289K
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.35K+ 71.63% |
$250K - $270K
|
3.24K
$600K
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
SELL
|
- |
-111- 6.74% |
$20.5K - $22.2K
|
1.54K
$285K
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.84KNew |
$524K - $568K
|
2.84K
$527K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
327+ 24.55% |
$60.3K - $65.3K
|
1.66K
$307K
|
|
|
Jan 08, 2026
Q4 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-13- 0.72% |
$2.4K - $2.6K
|
1.8K
$334K
|
|
|
Jan 07, 2026
Q4 2025
|
Iam Advisory, LLC
|
SELL
|
- |
-99- 1.18% |
$18.3K - $19.8K
|
8.28K
$1.53M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-7.65K- 68.8% |
$1.41M - $1.53M
|
3.47K
$642K
|
|
|
Jan 05, 2026
Q4 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-5.36K- 4.5% |
$988K - $1.07M
|
114K
$21.1M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
234+ 9.81% |
$43.2K - $46.8K
|
2.62K
$485K
|
|
| Q3 2025 | |||||||
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-25- 55.56% |
$4.27K - $4.82K
|
20
$3.7K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
931+ 44.14% |
$159K - $180K
|
3.04K
$563K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-21.1K- 43.63% |
$3.6M - $4.07M
|
27.2K
$5.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
113+ 3.72% |
$19.3K - $21.8K
|
3.15K
$584K
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
535New |
$91.3K - $103K
|
535
$99.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
24.7K+ 549.03% |
$4.22M - $4.77M
|
29.3K
$5.42M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-492- 12.51% |
$84K - $94.9K
|
3.44K
$637K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.75K+ 42.66% |
$982K - $1.11M
|
19.2K
$3.56M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
409+ 444.57% |
$69.8K - $78.9K
|
501
$92.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
316+ 11.38% |
$53.9K - $61K
|
3.09K
$573K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.31K+ 52.18% |
$1.08M - $1.22M
|
18.4K
$3.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
5.03K+ 206.41% |
$858K - $970K
|
7.46K
$1.38M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
782+ 0.28% |
$133K - $151K
|
280K
$51.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-5.15K- 1.48% |
$880K - $994K
|
343K
$63.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-1.47K- 17.91% |
$251K - $283K
|
6.73K
$1.25M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.16K+ 10.82% |
$539K - $609K
|
32.3K
$5.99M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.11KNew |
$189K - $213K
|
1.11K
$205K
|
|