Latest Institutional Purchases of Vanguard Wellington Fd U S Mom (VFMO)

VFMO Quotes by TradingView

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
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
Nov 12, 2025 Q3 2025
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
150
+ 10.23%
$25.6K - $28.9K
1.62K $299K
Oct 27, 2025 Q3 2025
Versant Capital Management, Inc

BUY
 -
141
New
$24.1K - $27.2K
141 $26.1K
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
Nov 14, 2025 Q3 2025
Morgan Stanley

New York, NY
BUY
 -
113
+ 3.72%
$19.3K - $21.8K
3.15K $584K
Oct 17, 2025 Q3 2025
Harbor Asset Planning, Inc.

Belmont, MA
BUY
 -
108
+ 17.73%
$18.4K - $20.8K
717 $133K
Nov 13, 2025 Q3 2025
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
106
+ 2.73%
$18.1K - $20.5K
3.99K $739K
Nov 03, 2025 Q3 2025
Tidemark, LLC

San Diego, CA
BUY
 -
104
New
$17.8K - $20.1K
104 $19.3K
Oct 16, 2025 Q3 2025
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
95
+ 2.45%
$16.2K - $18.3K
3.97K $735K
Oct 27, 2025 Q3 2025
Janney Montgomery Scott LLC

BUY
 -
77
+ 3.99%
$13.1K - $14.9K
2.01K $371K
Nov 03, 2025 Q3 2025
Cloud Capital Management, LLC

Seattle, WA
BUY
 -
65
New
$11.1K - $12.5K
65 $12K
Nov 12, 2025 Q3 2025
Principal Securities, Inc.

Des Moines, IA
BUY
 -
56
+ 1.56%
$9.56K - $10.8K
3.66K $677K
Nov 12, 2025 Q3 2025
Brinker Capital Investments, LLC

BUY
 -
43
+ 1.97%
$7.34K - $8.3K
2.22K $412K
Oct 22, 2025 Q3 2025
Geneos Wealth Management Inc.

BUY
 -
35
+ 16.83%
$5.97K - $6.75K
243 $45K
Nov 04, 2025 Q3 2025
Umb Bank, N.A.

BUY
 -
32
+ 0.15%
$5.46K - $6.17K
21.6K $4M
Oct 27, 2025 Q3 2025
Quent Capital, LLC

BUY
 -
15
New
$2.56K - $2.89K
15 $2.78K
Nov 13, 2025 Q3 2025
Russell Investments Group, Ltd.

BUY
 -
14
+ 280.0%
$2.39K - $2.7K
19 $3.52K
Nov 12, 2025 Q3 2025
Cambridge Investment Research Advisors, Inc.

BUY
 -
11
+ 0.07%
$1.88K - $2.12K
15.6K $2.88M
Nov 07, 2025 Q3 2025
Clear Creek Financial Management, LLC

BUY
 -
7
+ 0.6%
$1.19K - $1.35K
1.18K $219K
Nov 12, 2025 Q3 2025
Orcam Financial Group

Encinitas, CA
BUY
 -
3
+ 0.17%
$512 - $579
1.74K $322K
Nov 05, 2025 Q3 2025
Signature Estate & Investment Advisors LLC

BUY
 -
3
+ 0.2%
$512 - $579
1.53K $283K
Oct 29, 2025 Q3 2025
Chicago Partners Investment Group LLC

BUY
 -
2
+ 0.1%
$341 - $386
2.07K $384K
Nov 14, 2025 Q3 2025
Creative Planning

Overland Park, KS
BUY
 -
1
+ 0.06%
$171 - $193
1.67K $310K
Nov 13, 2025 Q3 2025
Scs Capital Management LLC

Boston, MA
BUY
 -
1
+ 0.02%
$171 - $193
5.19K $960K
Q2 2025
Aug 14, 2025 Q2 2025
Two Sigma Investments, LP

New York, NY
BUY
 -
29.3K
New
$3.93M - $5.05M
29.3K $5.43M
Aug 11, 2025 Q2 2025
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
21.7K
New
$2.91M - $3.74M
21.7K $4.01M
Jul 25, 2025 Q2 2025
Northwest Capital Management Inc

BUY
 -
6.52K
New
$875K - $1.12M
6.52K $1.21M
Jul 25, 2025 Q2 2025
Cwm, LLC

BUY
 -
6.52K
New
$875K - $1.12M
6.52K $1.21M
Aug 13, 2025 Q2 2025
Valued Retirements, Inc.

Houston, TX
BUY
 -
3.07K
+ 202.84%
$413K - $530K
4.59K $850K
Aug 07, 2025 Q2 2025
Apeiron Ria LLC

BUY
 -
1.37K
New
$184K - $236K
1.37K $253K
Aug 14, 2025 Q2 2025
Avant Capital LLC

Lafayette, LA
BUY
 -
1.28K
New
$171K - $220K
1.28K $237K
Aug 14, 2025 Q2 2025
Quantinno Capital Management LP

New York, NY
BUY
 -
1.22K
New
$164K - $210K
1.22K $226K
Aug 14, 2025 Q2 2025
Cadence Bank

Tupelo, MS
BUY
 -
1.2K
New
$161K - $207K
1.2K $222K
Nov 21, 2025 Q2 2025
Royal Bank Of Canada

Toronto, A6
BUY
 -
455
+ 12.05%
$61.1K - $78.5K
4.23K $784K
Aug 11, 2025 Q2 2025
Strategic Wealth Partners, Ltd.

Independence, OH
BUY
 -
352
New
$47.3K - $60.7K
352 $65.2K
Aug 05, 2025 Q2 2025
Simplex Trading, LLC

BUY
 -
339
+ 464.38%
$45.5K - $58.5K
412 $76.3K
Jul 25, 2025 Q2 2025
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
127
+ 6.95%
$17K - $21.9K
1.96K $362K
Jul 30, 2025 Q2 2025
Avion Wealth

The Woodlands, TX
BUY
 -
107
New
$14.4K - $18.5K
107 $19.8K
Jul 29, 2025 Q2 2025
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
89
+ 0.91%
$11.9K - $15.4K
9.92K $1.84M
Aug 08, 2025 Q2 2025
Avantax Advisory Services, Inc.

BUY
 -
5
+ 0.08%
$671 - $863
6.42K $1.19M
Aug 13, 2025 Q2 2025
Kilter Group LLC

Rhinebeck, NY
BUY
 -
1
New
$134 - $173
1 $185
Aug 04, 2025 Q2 2025
Spire Wealth Management

BUY
 -
1
+ 2.5%
$134 - $173
41 $7.59K
Aug 12, 2025 Q2 2025
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Q1 2025
May 15, 2025 Q1 2025
Prospera Financial Services Inc

BUY
 -
2.59K
New
$381K - $456K
2.59K $479K
Apr 22, 2025 Q1 2025
True Mark Investments, LLC

Chicago, IL
BUY
 -
2.44K
New
$359K - $430K
2.44K $452K
May 09, 2025 Q1 2025
Flagship Wealth Advisors, LLC

Wakefield, MA
BUY
 -
2.25K
New
$332K - $397K
2.25K $417K
May 12, 2025 Q1 2025
High Tower Advisors, LLC

Chicago, IL
BUY
 -
1.55K
New
$229K - $274K
1.55K $287K

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