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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-571- 8.65% |
$97.5K - $110K
|
6.03K
$1.12M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.61K- 16.24% |
$274K - $310K
|
8.29K
$1.54M
|
|
|
Nov 10, 2025
Q3 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
4.19K+ 57.38% |
$715K - $809K
|
11.5K
$2.13M
|
|
|
Nov 07, 2025
Q3 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-401- 4.23% |
$68.4K - $77.4K
|
9.08K
$1.68M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
892+ 22.06% |
$152K - $172K
|
4.94K
$914K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
7+ 0.6% |
$1.19K - $1.35K
|
1.18K
$219K
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-3.6K- 3.35% |
$615K - $695K
|
104K
$19.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
935New |
$160K - $180K
|
935
$173K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-776- 69.85% |
$132K - $150K
|
335
$62K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
2.17K+ 29.29% |
$370K - $418K
|
9.56K
$1.77M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
826+ 3.45% |
$141K - $159K
|
24.7K
$4.58M
|
|
|
Nov 06, 2025
Q3 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
228+ 2.85% |
$38.9K - $44K
|
8.22K
$1.52M
|
|
|
Nov 05, 2025
Q3 2025
|
Virtus Family Office LLC
El Paso, TX |
BUY
|
- |
1.81KNew |
$308K - $349K
|
1.81K
$335K
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
3+ 0.2% |
$512 - $579
|
1.53K
$283K
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
695+ 14.14% |
$119K - $134K
|
5.61K
$1.04M
|
|
|
Nov 04, 2025
Q3 2025
|
Payne Capital LLC
Lake Oswego, OR |
BUY
|
- |
14.1KNew |
$2.4M - $2.71M
|
14.1K
$2.61M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.26K- 3.53% |
$556K - $628K
|
88.9K
$16.5M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-494- 32.08% |
$84.3K - $95.3K
|
1.05K
$194K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
32+ 0.15% |
$5.46K - $6.17K
|
21.6K
$4M
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
104New |
$17.8K - $20.1K
|
104
$19.3K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
65New |
$11.1K - $12.5K
|
65
$12K
|
|
|
Oct 31, 2025
Q3 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
268+ 0.25% |
$45.7K - $51.7K
|
108K
$20M
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
11.1KNew |
$1.9M - $2.14M
|
11.1K
$2.06M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-44- 29.53% |
$7.51K - $8.49K
|
105
$19.4K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
176+ 15.22% |
$30K - $34K
|
1.33K
$247K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2+ 0.1% |
$341 - $386
|
2.07K
$384K
|
|
|
Oct 29, 2025
Q3 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
116+ 5.03% |
$19.8K - $22.4K
|
2.42K
$449K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
30.6K+ 5.13% |
$5.23M - $5.91M
|
628K
$116M
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
2.24K+ 57.77% |
$382K - $432K
|
6.12K
$1.13M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
261+ 13.85% |
$44.5K - $50.4K
|
2.15K
$397K
|
|
|
Oct 27, 2025
Q3 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-138- 3.84% |
$23.6K - $26.6K
|
3.45K
$640K
|
|
|
Oct 27, 2025
Q3 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
1.19KNew |
$202K - $229K
|
1.19K
$219K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
141New |
$24.1K - $27.2K
|
141
$26.1K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
77+ 3.99% |
$13.1K - $14.9K
|
2.01K
$371K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
15New |
$2.56K - $2.89K
|
15
$2.78K
|
|
|
Oct 24, 2025
Q3 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-27- 1.7% |
$4.61K - $5.21K
|
1.56K
$289K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
971+ 68.67% |
$166K - $187K
|
2.39K
$442K
|
|
|
Oct 23, 2025
Q3 2025
|
Nova R Wealth, Inc.
|
SELL
|
- |
-315- 2.5% |
$53.8K - $60.8K
|
12.3K
$2.28M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.47K+ 9.47% |
$251K - $284K
|
17K
$3.15M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
35+ 16.83% |
$5.97K - $6.75K
|
243
$45K
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
421+ 13.04% |
$71.9K - $81.2K
|
3.65K
$676K
|
|
|
Oct 22, 2025
Q3 2025
|
Riverview Trust CO
|
SELL
|
- |
-328- 13.36% |
$56K - $63.3K
|
2.13K
$394K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-157- 3.11% |
$26.8K - $30.3K
|
4.89K
$906K
|
|
|
Oct 21, 2025
Q3 2025
|
Davidson Investment Advisors
|
BUY
|
- |
7.48K+ 5.65% |
$1.28M - $1.44M
|
140K
$25.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-224- 8.63% |
$38.2K - $43.2K
|
2.37K
$439K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
116+ 7.72% |
$19.8K - $22.4K
|
1.62K
$300K
|
|
|
Oct 20, 2025
Q3 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-698- 1.44% |
$119K - $135K
|
47.8K
$8.84M
|
|
|
Oct 20, 2025
Q3 2025
|
Davidson Trust CO
|
BUY
|
- |
2.22KNew |
$379K - $428K
|
2.22K
$411K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.3K+ 7.27% |
$222K - $251K
|
19.2K
$3.56M
|
|
|
Oct 20, 2025
Q3 2025
|
Iam Advisory, LLC
|
BUY
|
- |
65+ 0.78% |
$11.1K - $12.5K
|
8.38K
$1.55M
|
|