Institutional Ownership Vanguard Wellington Fd U S Mom (VFMO)
This table provides information about the institutional ownership of Vanguard Wellington Fd U S Mom (VFMO). We have compiled data on the 158 institutions that hold shares in the stock, with a total of 3.41 Million shares, which have been reported (via 13F filing form) to have a value of $633 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
628,387
shares
|
$116 Million
2.39% of portfolio
|
Q3 2025
Added 5.13%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
343,484
shares
|
$63.6 Million
1.47% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
300,654
shares
|
$55.7 Million
0.01% of portfolio
|
Q3 2025
Added 39880.59%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2025 Q3 2025 |
280,279
shares
|
$51.9 Million
2.72% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Davidson Investment Advisors
|
Oct 21, 2025 Q3 2025 |
139,778
shares
|
$25.9 Million
1.19% of portfolio
|
Q3 2025
Added 5.65%
|
|
|
Anderson Hoagland & CO
|
Oct 14, 2025 Q3 2025 |
119,040
shares
|
$22 Million
2.08% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Systelligence, LLC
|
Nov 13, 2025 Q3 2025 |
118,604
shares
|
$22 Million
5.12% of portfolio
|
Q3 2025
Reduced 33.56%
|
|
|
Cabot Wealth Management Inc
|
Oct 31, 2025 Q3 2025 |
108,229
shares
|
$20 Million
2.31% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
103,917
shares
|
$19.2 Million
0.41% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
103,820
shares
|
$19.2 Million
0.01% of portfolio
|
Q3 2025
Added 4.02%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
88,850
shares
|
$16.5 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.53%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
83,136
shares
|
$15.4 Million
0.02% of portfolio
|
Q3 2025
Reduced 73.27%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
69,162
shares
|
$12.8 Million
0.0% of portfolio
|
Q3 2025
Reduced 12.09%
|
|
|
Armbruster Capital Management, Inc.
|
Oct 20, 2025 Q3 2025 |
47,750
shares
|
$8.84 Million
1.57% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
40,355
shares
|
$7.47 Million
1.01% of portfolio
|
Q3 2025
Reduced 17.92%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
32,314
shares
|
$5.99 Million
0.03% of portfolio
|
Q3 2025
Added 10.82%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
30,402
shares
|
$5.63 Million
0.03% of portfolio
|
Q3 2025
Added 15.4%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
29,252
shares
|
$5.42 Million
0.01% of portfolio
|
Q3 2025
Added 549.03%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
27,235
shares
|
$5.04 Million
0.0% of portfolio
|
Q3 2025
Reduced 43.63%
|
|
|
Lincoln Capital Corp
|
Oct 16, 2025 Q3 2025 |
26,231
shares
|
$4.86 Million
1.97% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
25,961
shares
|
$4.81 Million
6.72% of portfolio
|
Q3 2022
Reduced 7.71%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
25,476
shares
|
$4.72 Million
0.85% of portfolio
|
Q1 2023
Added 142.05%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
24,743
shares
|
$4.58 Million
0.24% of portfolio
|
Q3 2025
Added 3.45%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
21,810
shares
|
$4.04 Million
0.0% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
21,607
shares
|
$4 Million
0.06% of portfolio
|
Q3 2025
Added 0.15%
|
|