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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Win Advisors, Inc
|
BUY
|
- |
49.7KNew |
$6.28M - $7.52M
|
49.7K
$8.13M
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
2.7KNew |
$285K - $359K
|
2.7K
$442K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-355- 7.46% |
$37.5K - $47.2K
|
4.4K
$721K
|
|
|
Feb 12, 2024
Q4 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-378- 1.36% |
$40K - $50.3K
|
27.4K
$4.49M
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
7.35KNew |
$777K - $977K
|
7.35K
$1.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
SELL
|
- |
-410- 18.44% |
$43.3K - $54.5K
|
1.81K
$297K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
411+ 13.64% |
$45.8K - $51.7K
|
3.43K
$561K
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.88KNew |
$210K - $237K
|
1.88K
$308K
|
|
|
Oct 27, 2023
Q3 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
1.84KNew |
$205K - $231K
|
1.84K
$300K
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-453- 20.08% |
$50.5K - $56.9K
|
1.8K
$295K
|
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
7.25KNew |
$809K - $911K
|
7.25K
$1.19M
|
|
| Q2 2023 | |||||||
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-10- 0.52% |
$1.09K - $1.21K
|
1.92K
$314K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
133New |
$14.5K - $16.1K
|
133
$21.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
5.09KNew |
$556K - $618K
|
5.09K
$834K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1- 0.03% |
$109 - $121
|
2.99K
$490K
|
|
|
Jul 26, 2023
Q2 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-1.6K- 33.13% |
$174K - $194K
|
3.23K
$529K
|
|
|
Jul 12, 2023
Q2 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.26K- 36.7% |
$138K - $153K
|
2.18K
$356K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-7.87K- 23.28% |
$843K - $940K
|
25.9K
$4.25M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
125New |
$13.4K - $14.9K
|
125
$20.5K
|
|
|
May 11, 2023
Q1 2023
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-76- 3.96% |
$8.14K - $9.08K
|
1.84K
$302K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.52KNew |
$270K - $301K
|
2.52K
$413K
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
15K+ 142.05% |
$1.6M - $1.79M
|
25.5K
$4.17M
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
25New |
$2.68K - $2.99K
|
25
$4.09K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
300New |
$32.1K - $35.9K
|
300
$49.1K
|
|
| Q4 2022 | |||||||
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.5K- 35.0% |
$163K - $182K
|
2.78K
$455K
|
|
|
Feb 01, 2023
Q4 2022
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
21.2KNew |
$2.31M - $2.59M
|
21.2K
$3.47M
|
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
9.82K+ 282.31% |
$1.07M - $1.2M
|
13.3K
$2.18M
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
160New |
$16.6K - $19.4K
|
160
$26.2K
|
|
|
Oct 13, 2022
Q3 2022
|
Newfound Research LLC
|
SELL
|
- |
-2.17K- 7.71% |
$226K - $262K
|
26K
$4.25M
|
|
|
Oct 13, 2022
Q3 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-80- 3.99% |
$8.32K - $9.68K
|
1.93K
$315K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.18KClosed |
$124K - $150K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-7.53K- 99.5% |
$792K - $959K
|
38
$6.22K
|
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-33Closed |
$3.47K - $4.21K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.86KClosed |
$195K - $237K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-80- 33.33% |
$8.42K - $10.2K
|
160
$26.2K
|
|
| Q1 2022 | |||||||
|
Jun 01, 2022
Q1 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
100New |
$11.6K - $13.4K
|
100
$16.4K
|
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1Closed |
$116 - $134
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.3K- 83.2% |
$613K - $711K
|
1.07K
$175K
|
|
|
May 16, 2022
Q1 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-5.75KClosed |
$664K - $771K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-215Closed |
$24.9K - $28.8K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-5.69KClosed |
$658K - $763K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-72Closed |
$8.33K - $9.66K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.77KClosed |
$668K - $774K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-2.38KClosed |
$275K - $319K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-28.5KClosed |
$3.3M - $3.83M
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-1.6KClosed |
$195K - $215K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-34KClosed |
$4.15M - $4.57M
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-37Closed |
$4.45K - $4.89K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-5.35KClosed |
$644K - $707K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-307Closed |
$34.2K - $40.9K
|
0
$0
|
|