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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-441- 16.24% |
$62.3K - $71.2K
|
2.27K
$372K
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
2.56KNew |
$362K - $413K
|
2.56K
$419K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-129- 5.3% |
$18.2K - $20.8K
|
2.31K
$377K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
757+ 49.32% |
$107K - $122K
|
2.29K
$375K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
992+ 30.81% |
$140K - $160K
|
4.21K
$690K
|
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
700New |
$98.9K - $113K
|
700
$115K
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-2.79K- 39.57% |
$394K - $451K
|
4.26K
$698K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
8+ 0.34% |
$1.13K - $1.29K
|
2.37K
$388K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.5K+ 153.02% |
$1.48M - $1.7M
|
17.4K
$2.84M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1+ 0.05% |
$141 - $161
|
2.06K
$338K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
142+ 4.56% |
$20.1K - $22.9K
|
3.26K
$533K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.26KNew |
$178K - $204K
|
1.26K
$206K
|
|
|
Oct 25, 2024
Q3 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
2.97K+ 3.65% |
$420K - $480K
|
84.4K
$13.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
27+ 1.56% |
$3.82K - $4.36K
|
1.75K
$287K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
9.45K+ 306.72% |
$1.33M - $1.53M
|
12.5K
$2.05M
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
408New |
$57.7K - $65.9K
|
408
$66.8K
|
|
|
Oct 23, 2024
Q3 2024
|
Lincoln Capital Corp
|
SELL
|
- |
-4.86K- 15.4% |
$687K - $785K
|
26.7K
$4.37M
|
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-552- 14.49% |
$78K - $89.1K
|
3.26K
$533K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
413K+ 30610.53% |
$58.4M - $66.7M
|
414K
$67.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-325- 4.65% |
$45.9K - $52.5K
|
6.66K
$1.09M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.78K+ 85.36% |
$817K - $934K
|
12.6K
$2.06M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-126- 3.25% |
$17.8K - $20.3K
|
3.75K
$613K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
107New |
$15.1K - $17.3K
|
107
$17.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-94- 0.47% |
$13.3K - $15.2K
|
19.8K
$3.24M
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
2.46KNew |
$347K - $397K
|
2.46K
$402K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.55K+ 62.38% |
$502K - $574K
|
9.25K
$1.51M
|
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-134- 8.16% |
$18.9K - $21.6K
|
1.51K
$247K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
7+ 29.17% |
$989 - $1.13K
|
31
$5.08K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.45KNew |
$205K - $234K
|
1.45K
$237K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
36New |
$5.09K - $5.81K
|
36
$5.89K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-36- 0.42% |
$5.09K - $5.81K
|
8.52K
$1.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-638- 4.67% |
$90.2K - $103K
|
13K
$2.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
14+ 0.75% |
$1.98K - $2.26K
|
1.89K
$310K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-95- 2.15% |
$13.4K - $15.3K
|
4.32K
$707K
|
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-2.03K- 1.75% |
$287K - $328K
|
114K
$18.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
16+ 0.66% |
$2.26K - $2.58K
|
2.44K
$400K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-74- 1.54% |
$10.5K - $11.9K
|
4.74K
$776K
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
13K+ 253.22% |
$1.83M - $2.1M
|
18.1K
$2.96M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
11.9K+ 2.83% |
$1.68M - $1.92M
|
432K
$70.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
1.32KNew |
$186K - $213K
|
1.32K
$215K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-563- 2.1% |
$79.6K - $90.9K
|
26.2K
$4.29M
|
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-1.51K- 1.08% |
$213K - $243K
|
137K
$22.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Iam Advisory, LLC
|
BUY
|
- |
173+ 2.12% |
$24.4K - $27.9K
|
8.32K
$1.36M
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
5+ 125.0% |
$707 - $807
|
9
$1.47K
|
|
| Q2 2024 | |||||||
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
75+ 9.62% |
$10.4K - $11.4K
|
855
$140K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.89K+ 60.83% |
$262K - $287K
|
4.98K
$816K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.51KNew |
$348K - $381K
|
2.51K
$410K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
100+ 3.25% |
$13.9K - $15.2K
|
3.18K
$521K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.76KNew |
$244K - $267K
|
1.76K
$288K
|
|