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 112 institutions that hold shares in the stock, with a total of 2.48 Million shares, which have been reported (via 13F filing form) to have a value of $417 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Zimmermann Investment Management & Planning LLC
|
Oct 24, 2024 Q3 2024 |
12,527
shares
|
$2.11 Million
0.7% of portfolio
|
Q3 2024
Added 306.72%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
12,505
shares
|
$2.1 Million
0.0% of portfolio
|
Q3 2024
Added 10.94%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
12,127
shares
|
$2.04 Million
0.0% of portfolio
|
Q3 2024
Reduced 47.77%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
11,158
shares
|
$1.88 Million
0.01% of portfolio
|
Q2 2024
Added 11.17%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
10,801
shares
|
$1.82 Million
0.05% of portfolio
|
Q1 2024
Reduced 43.12%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
9,971
shares
|
$1.68 Million
0.06% of portfolio
|
Q2 2024
Added 24.78%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
9,251
shares
|
$1.56 Million
0.07% of portfolio
|
Q3 2024
Added 62.38%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
8,522
shares
|
$1.43 Million
0.77% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
8,332
shares
|
$1.4 Million
0.0% of portfolio
|
Q3 2024
Added 26.66%
|
|
|
Iam Advisory, LLC
|
Oct 07, 2024 Q3 2024 |
8,318
shares
|
$1.4 Million
0.34% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Blb&B Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
7,250
shares
|
$1.22 Million
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
6,737
shares
|
$1.13 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 22, 2024 Q3 2024 |
6,661
shares
|
$1.12 Million
0.46% of portfolio
|
Q3 2024
Reduced 4.65%
|
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
6,468
shares
|
$1.09 Million
0.05% of portfolio
|
Q3 2024
Reduced 4.36%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
5,769
shares
|
$969,941
0.01% of portfolio
|
Q3 2024
Added 164.27%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
5,720
shares
|
$961,703
0.0% of portfolio
|
Q3 2024
Added 14.77%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
5,303
shares
|
$891,593
0.0% of portfolio
|
Q3 2024
Added 24.95%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
4,742
shares
|
$797,272
0.0% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
4,321
shares
|
$726,489
0.04% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Oct 29, 2024 Q3 2024 |
4,262
shares
|
$716,570
0.31% of portfolio
|
Q3 2024
Reduced 39.57%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
4,212
shares
|
$708,163
0.16% of portfolio
|
Q3 2024
Added 30.81%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
4,126
shares
|
$693,704
0.04% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
4,090
shares
|
$687,651
0.0% of portfolio
|
Q3 2024
Reduced 20.58%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
3,912
shares
|
$657,724
0.01% of portfolio
|
Q3 2024
Reduced 40.27%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,745
shares
|
$629,646
0.0% of portfolio
|
Q3 2024
Reduced 3.25%
|