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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-107- 33.23% |
$15.8K - $18.9K
|
215
$39.8K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
4+ 2.01% |
$590 - $706
|
203
$37.6K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-442- 23.76% |
$65.1K - $78K
|
1.42K
$263K
|
|
|
Apr 29, 2025
Q1 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
913+ 1.07% |
$135K - $161K
|
86.5K
$16M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
415+ 26.48% |
$61.2K - $73.2K
|
1.98K
$367K
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
2.44KNew |
$359K - $430K
|
2.44K
$452K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
290New |
$42.7K - $51.2K
|
290
$53.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.37K- 48.72% |
$201K - $241K
|
1.44K
$267K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-28- 0.84% |
$4.13K - $4.94K
|
3.3K
$612K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.1KNew |
$162K - $194K
|
1.1K
$204K
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
634New |
$101K - $113K
|
634
$117K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.29KNew |
$365K - $409K
|
2.29K
$425K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.37KNew |
$376K - $422K
|
2.37K
$438K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
28New |
$4.46K - $4.99K
|
28
$5.19K
|
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-136- 5.31% |
$21.6K - $24.3K
|
2.42K
$449K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
375New |
$59.7K - $66.9K
|
375
$69.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
10New |
$1.59K - $1.78K
|
10
$1.85K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-5.47K- 84.54% |
$870K - $975K
|
1K
$185K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
22New |
$3.5K - $3.92K
|
22
$4.07K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
149+ 10.28% |
$23.7K - $26.6K
|
1.6K
$296K
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.86KNew |
$296K - $332K
|
1.86K
$345K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-4- 44.44% |
$636 - $714
|
5
$926
|
|
| Q3 2024 | |||||||
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
32New |
$4.52K - $5.17K
|
32
$5.93K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-903- 2.57% |
$128K - $146K
|
34.3K
$6.35M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
125New |
$17.7K - $20.2K
|
125
$23.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.71KNew |
$242K - $277K
|
1.71K
$317K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-46- 28.4% |
$6.5K - $7.43K
|
116
$21.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
700New |
$98.9K - $113K
|
700
$130K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
9.45K+ 306.72% |
$1.33M - $1.53M
|
12.5K
$2.32M
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
408New |
$57.7K - $65.9K
|
408
$75.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-94- 0.47% |
$13.3K - $15.2K
|
19.8K
$3.67M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-126- 3.25% |
$17.8K - $20.3K
|
3.75K
$694K
|
|
| Q2 2024 | |||||||
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
17+ 9.14% |
$2.36K - $2.59K
|
203
$37.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.14K+ 17.78% |
$159K - $174K
|
7.57K
$1.4M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-115- 20.21% |
$16K - $17.5K
|
454
$84.1K
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
3.2K+ 4.35% |
$444K - $487K
|
76.7K
$14.2M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
493New |
$68.5K - $75K
|
493
$91.3K
|
|
| Q1 2024 | |||||||
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
500New |
$63.2K - $75.7K
|
500
$92.6K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-8.19K- 43.12% |
$1.04M - $1.24M
|
10.8K
$2M
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
39New |
$4.93K - $5.91K
|
39
$7.22K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
15+ 0.76% |
$1.9K - $2.27K
|
1.99K
$368K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
20New |
$2.53K - $3.03K
|
20
$3.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-9- 50.0% |
$1.14K - $1.36K
|
9
$1.67K
|
|
|
Apr 24, 2024
Q1 2024
|
Win Advisors, Inc
|
BUY
|
- |
49.7KNew |
$6.28M - $7.52M
|
49.7K
$9.2M
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-355- 7.46% |
$37.5K - $47.2K
|
4.4K
$816K
|
|
|
Feb 12, 2024
Q4 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-378- 1.36% |
$40K - $50.3K
|
27.4K
$5.08M
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
7.35KNew |
$777K - $977K
|
7.35K
$1.36M
|
|
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
SELL
|
- |
-410- 18.44% |
$43.3K - $54.5K
|
1.81K
$336K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.88KNew |
$210K - $237K
|
1.88K
$349K
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-453- 20.08% |
$50.5K - $56.9K
|
1.8K
$334K
|
|