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 |
|---|---|---|---|---|---|
|
Hobart Private Capital, LLC
Charlotte, NC |
Oct 01, 2025 Q3 2025 |
21,083
shares
|
$3.9 Million
0.85% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
20,668
shares
|
$3.83 Million
0.01% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
20,620
shares
|
$3.82 Million
0.5% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
19,817
shares
|
$3.67 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
19,236
shares
|
$3.56 Million
0.01% of portfolio
|
Q3 2025
Added 42.66%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
19,200
shares
|
$3.56 Million
0.04% of portfolio
|
Q3 2025
Added 7.27%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
18,392
shares
|
$3.41 Million
0.02% of portfolio
|
Q3 2025
Added 52.18%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
17,033
shares
|
$3.15 Million
0.0% of portfolio
|
Q3 2025
Added 9.47%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
15,571
shares
|
$2.88 Million
0.01% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Payne Capital LLC
Lake Oswego, OR |
Nov 04, 2025 Q3 2025 |
14,070
shares
|
$2.61 Million
2.73% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
13,780
shares
|
$2.55 Million
1.32% of portfolio
|
Q3 2025
Added 80.01%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
13,691
shares
|
$2.54 Million
0.01% of portfolio
|
Q3 2025
Added 10.03%
|
|
|
Nova R Wealth, Inc.
|
Oct 23, 2025 Q3 2025 |
12,297
shares
|
$2.28 Million
1.07% of portfolio
|
Q3 2025
Reduced 2.5%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Nov 10, 2025 Q3 2025 |
11,498
shares
|
$2.13 Million
1.35% of portfolio
|
Q3 2025
Added 57.38%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
11,113
shares
|
$2.06 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
10,801
shares
|
$2 Million
0.05% of portfolio
|
Q1 2024
Reduced 43.12%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
9,923
shares
|
$1.84 Million
0.14% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
9,560
shares
|
$1.77 Million
0.06% of portfolio
|
Q3 2025
Added 29.29%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
9,371
shares
|
$1.74 Million
1.25% of portfolio
|
Q3 2025
Reduced 3.02%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Nov 07, 2025 Q3 2025 |
9,080
shares
|
$1.68 Million
1.12% of portfolio
|
Q3 2025
Reduced 4.23%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
8,558
shares
|
$1.59 Million
1.15% of portfolio
|
Q3 2025
Reduced 12.59%
|
|
|
Iam Advisory, LLC
|
Oct 20, 2025 Q3 2025 |
8,375
shares
|
$1.55 Million
0.38% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
8,362
shares
|
$1.55 Million
0.02% of portfolio
|
Q3 2025
Added 55.72%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
8,294
shares
|
$1.54 Million
0.02% of portfolio
|
Q3 2025
Reduced 16.24%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
8,219
shares
|
$1.52 Million
0.71% of portfolio
|
Q3 2025
Added 2.85%
|
|