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
May 15, 2025 Q1 2025
Two Sigma Securities, LLC

New York, NY
BUY
 -
1.37K
New
$203K - $242K
1.37K $254K
Apr 07, 2025 Q1 2025
Parallel Advisors, LLC

BUY
 -
1.1K
New
$162K - $194K
1.1K $204K
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
Jfs Wealth Advisors, LLC

BUY
 -
290
New
$42.7K - $51.2K
290 $53.7K
May 08, 2025 Q1 2025
Arkadios Wealth Advisors

BUY
 -
204
+ 10.53%
$30.1K - $36K
2.14K $397K
May 09, 2025 Q1 2025
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
150
New
$22.1K - $26.5K
150 $27.8K
May 02, 2025 Q1 2025
Transce3nd, LLC

Kyle, TX
BUY
 -
4
+ 2.01%
$590 - $706
203 $37.6K
May 14, 2025 Q1 2025
Huntington National Bank

Columbus, OH
BUY
 -
3
New
$442 - $529
3 $556
May 14, 2025 Q1 2025
Brown Brothers Harriman & CO

New York, NY
BUY
 -
2
New
$295 - $353
2 $370
Q4 2024
Feb 13, 2025 Q4 2024
Townsquare Capital LLC

BUY
 -
2.29K
New
$365K - $409K
2.29K $425K
Jan 07, 2025 Q4 2024
One Wealth Capital Management, LLC

Scottsdale, AZ
BUY
 -
1.86K
New
$296K - $332K
1.86K $345K
Feb 13, 2025 Q4 2024
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
634
New
$101K - $113K
634 $117K
Feb 05, 2025 Q4 2024
Noble Wealth Management Pbc

Greenwood Village, CO
BUY
 -
375
New
$59.7K - $66.9K
375 $69.5K
Jan 22, 2025 Q4 2024
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
149
+ 10.28%
$23.7K - $26.6K
1.6K $296K
Feb 12, 2025 Q4 2024
Uma Financial Services, Inc.

BUY
 -
28
New
$4.46K - $4.99K
28 $5.19K
Jan 30, 2025 Q4 2024
Allworth Financial LP

BUY
 -
22
New
$3.5K - $3.92K
22 $4.07K
Feb 05, 2025 Q4 2024
Us Bancorp \De\

BUY
 -
10
New
$1.59K - $1.78K
10 $1.85K
Q3 2024
Oct 24, 2024 Q3 2024
Zimmermann Investment Management & Planning LLC

BUY
 -
9.45K
+ 306.72%
$1.33M - $1.53M
12.5K $2.32M
Nov 05, 2024 Q3 2024
Main Street Financial Solutions, LLC

BUY
 -
1.71K
New
$242K - $277K
1.71K $317K
Oct 30, 2024 Q3 2024
Belvedere Trading LLC

BUY
 PUT
700
New
$98.9K - $113K
700 $130K
Oct 24, 2024 Q3 2024
Tfc Financial Management

BUY
 -
408
New
$57.7K - $65.9K
408 $75.6K
Nov 06, 2024 Q3 2024
Coastline Trust CO

BUY
 -
125
New
$17.7K - $20.2K
125 $23.2K
Nov 18, 2024 Q3 2024
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
32
New
$4.52K - $5.17K
32 $5.93K
Q2 2024
Jul 11, 2024 Q2 2024
Symmetry Partners, LLC

BUY
 -
3.2K
+ 4.35%
$444K - $487K
76.7K $14.2M
Jul 31, 2024 Q2 2024
Drive Wealth Management, LLC

Lehi, UT
BUY
 -
1.14K
+ 17.78%
$159K - $174K
7.57K $1.4M
Jul 08, 2024 Q2 2024
Mather Group, Llc.

Chicago, IL
BUY
 -
493
New
$68.5K - $75K
493 $91.3K
Aug 08, 2024 Q2 2024
Steward Partners Investment Advisory, LLC

BUY
 -
17
+ 9.14%
$2.36K - $2.59K
203 $37.6K
Q1 2024
Apr 24, 2024 Q1 2024
Win Advisors, Inc

BUY
 -
49.7K
New
$6.28M - $7.52M
49.7K $9.2M
May 30, 2024 Q1 2024
Cambridge Trust CO

Boston, MA
BUY
 -
500
New
$63.2K - $75.7K
500 $92.6K
May 02, 2024 Q1 2024
Central Pacific Bank Trust Division

Honolulu, HI
BUY
 -
39
New
$4.93K - $5.91K
39 $7.22K
Apr 30, 2024 Q1 2024
Gps Wealth Strategies Group, LLC

BUY
 -
20
New
$2.53K - $3.03K
20 $3.7K
May 01, 2024 Q1 2024
Lincoln National Corp

BUY
 -
15
+ 0.76%
$1.9K - $2.27K
1.99K $368K
Q4 2023
Jan 30, 2024 Q4 2023
Octavia Wealth Advisors, LLC

BUY
 -
7.35K
New
$777K - $977K
7.35K $1.36M
Q3 2023
Oct 24, 2023 Q3 2023
Blb&B Advisors, LLC

BUY
 -
7.25K
New
$809K - $911K
7.25K $1.34M
Nov 14, 2023 Q3 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
1.88K
New
$210K - $237K
1.88K $349K
Q2 2023
Aug 14, 2023 Q2 2023
Dark Forest Capital Management LP

Weston, CT
BUY
 -
5.09K
New
$556K - $618K
5.09K $944K
Aug 14, 2023 Q2 2023
Castleview Partners, LLC

Dallas, TX
BUY
 -
133
New
$14.5K - $16.1K
133 $24.6K
Q1 2023
May 04, 2023 Q1 2023
Andesa Financial Management Inc.

BUY
 -
15K
+ 142.05%
$1.6M - $1.79M
25.5K $4.72M
May 10, 2023 Q1 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
2.52K
New
$270K - $301K
2.52K $467K
May 11, 2023 Q1 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
125
New
$13.4K - $14.9K
125 $23.2K
May 01, 2023 Q1 2023
New Square Capital LLC

BUY
 -
25
New
$2.68K - $2.99K
25 $4.63K
Q4 2022
Feb 01, 2023 Q4 2022
Meredith Wealth Planning

Maryville, IL
BUY
 -
21.2K
New
$2.31M - $2.59M
21.2K $3.93M
Jan 24, 2023 Q4 2022
Tillar Wenstrup Advisors, LLC

BUY
 -
9.82K
+ 282.31%
$1.07M - $1.2M
13.3K $2.46M
Q3 2022
Mar 17, 2023 Q3 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
160
New
$16.6K - $19.4K
160 $29.6K
Q1 2022
Jun 01, 2022 Q1 2022
City State Bank

Norwalk, IA
BUY
 -
100
New
$11.6K - $13.4K
100 $18.5K
Q3 2018
Nov 14, 2018 Q3 2018
Janney Capital Management LLC

BUY
 -
5.13K
New
N/A
5.13K $950K
Q2 2018
Aug 09, 2018 Q2 2018
Gradient Investments LLC

BUY
 -
250
New
N/A
250 $46.3K

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