Latest Institutional Purchases of Vanguard Wellington Fd U S Mom (VFMO)
This list provides information on the latest institutional transactions involving Vanguard Wellington Fd U S Mom (VFMO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
300K+ 39880.59% |
$51.2M - $57.9M
|
301K
$55.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
30.6K+ 5.13% |
$5.23M - $5.91M
|
628K
$116M
|
|
|
Nov 14, 2025
Q3 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
24.7K+ 549.03% |
$4.22M - $4.77M
|
29.3K
$5.42M
|
|
|
Nov 04, 2025
Q3 2025
|
Payne Capital LLC
Lake Oswego, OR |
BUY
|
- |
14.1KNew |
$2.4M - $2.71M
|
14.1K
$2.61M
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
11.1KNew |
$1.9M - $2.14M
|
11.1K
$2.06M
|
|
|
Oct 21, 2025
Q3 2025
|
Davidson Investment Advisors
|
BUY
|
- |
7.48K+ 5.65% |
$1.28M - $1.44M
|
140K
$25.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.31K+ 52.18% |
$1.08M - $1.22M
|
18.4K
$3.41M
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
6.13K+ 80.01% |
$1.05M - $1.18M
|
13.8K
$2.55M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.75K+ 42.66% |
$982K - $1.11M
|
19.2K
$3.56M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
5.73KNew |
$977K - $1.11M
|
5.73K
$1.06M
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
5.03K+ 206.41% |
$858K - $970K
|
7.46K
$1.38M
|
|
|
Nov 10, 2025
Q3 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
4.19K+ 57.38% |
$715K - $809K
|
11.5K
$2.13M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4.06K+ 15.4% |
$693K - $783K
|
30.4K
$5.63M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.01K+ 4.02% |
$685K - $774K
|
104K
$19.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.93KNew |
$671K - $758K
|
3.93K
$728K
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
3.84KNew |
$656K - $741K
|
3.84K
$712K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.16K+ 10.82% |
$539K - $609K
|
32.3K
$5.99M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.99K+ 55.72% |
$511K - $577K
|
8.36K
$1.55M
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
2.24K+ 57.77% |
$382K - $432K
|
6.12K
$1.13M
|
|
|
Oct 20, 2025
Q3 2025
|
Davidson Trust CO
|
BUY
|
- |
2.22KNew |
$379K - $428K
|
2.22K
$411K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
2.17K+ 29.29% |
$370K - $418K
|
9.56K
$1.77M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.89KNew |
$322K - $364K
|
1.89K
$350K
|
|
|
Nov 05, 2025
Q3 2025
|
Virtus Family Office LLC
El Paso, TX |
BUY
|
- |
1.81KNew |
$308K - $349K
|
1.81K
$335K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.47K+ 9.47% |
$251K - $284K
|
17K
$3.15M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.3K+ 7.27% |
$222K - $251K
|
19.2K
$3.56M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.25K+ 10.03% |
$213K - $241K
|
13.7K
$2.54M
|
|
|
Oct 27, 2025
Q3 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
1.19KNew |
$202K - $229K
|
1.19K
$219K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.11KNew |
$189K - $213K
|
1.11K
$205K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.1KNew |
$187K - $211K
|
1.1K
$203K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
971+ 68.67% |
$166K - $187K
|
2.39K
$442K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
935New |
$160K - $180K
|
935
$173K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
931+ 44.14% |
$159K - $180K
|
3.04K
$563K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
892+ 22.06% |
$152K - $172K
|
4.94K
$914K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
826+ 3.45% |
$141K - $159K
|
24.7K
$4.58M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
782+ 0.28% |
$133K - $151K
|
280K
$51.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
695+ 14.14% |
$119K - $134K
|
5.61K
$1.04M
|
|
|
Oct 14, 2025
Q3 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
650+ 0.55% |
$111K - $125K
|
119K
$22M
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
535New |
$91.3K - $103K
|
535
$99.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
490+ 15.51% |
$83.6K - $94.5K
|
3.65K
$676K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
489+ 2.29% |
$83.5K - $94.4K
|
21.8K
$4.04M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
421+ 13.04% |
$71.9K - $81.2K
|
3.65K
$676K
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
413+ 2.04% |
$70.5K - $79.7K
|
20.6K
$3.82M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
409+ 444.57% |
$69.8K - $78.9K
|
501
$92.8K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
347+ 17.26% |
$59.2K - $67K
|
2.36K
$437K
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
324+ 1.59% |
$55.3K - $62.5K
|
20.7K
$3.83M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
316+ 11.38% |
$53.9K - $61K
|
3.09K
$573K
|
|
|
Oct 31, 2025
Q3 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
268+ 0.25% |
$45.7K - $51.7K
|
108K
$20M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
261+ 13.85% |
$44.5K - $50.4K
|
2.15K
$397K
|
|
|
Nov 06, 2025
Q3 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
228+ 2.85% |
$38.9K - $44K
|
8.22K
$1.52M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
176+ 15.22% |
$30K - $34K
|
1.33K
$247K
|
|