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 |
|---|---|---|---|---|---|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
8,158
shares
|
$1.51 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
7,461
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2025
Added 206.41%
|
|
|
Blb&B Advisors, LLC
|
Oct 31, 2025 Q3 2025 |
7,250
shares
|
$1.34 Million
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
6,729
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2025
Reduced 17.91%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
6,415
shares
|
$1.19 Million
0.01% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
6,120
shares
|
$1.13 Million
0.12% of portfolio
|
Q3 2025
Added 57.77%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
6,033
shares
|
$1.12 Million
0.07% of portfolio
|
Q3 2025
Reduced 8.65%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
5,727
shares
|
$1.06 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
5,611
shares
|
$1.04 Million
0.32% of portfolio
|
Q3 2025
Added 14.14%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
5,185
shares
|
$960,365
0.01% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
5,038
shares
|
$933,138
0.0% of portfolio
|
Q3 2025
Reduced 17.26%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
4,935
shares
|
$914,060
0.02% of portfolio
|
Q3 2025
Added 22.06%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
4,894
shares
|
$906,466
0.02% of portfolio
|
Q3 2025
Reduced 3.11%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Oct 15, 2025 Q3 2025 |
4,588
shares
|
$849,789
0.89% of portfolio
|
Q2 2025
Added 202.84%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
4,345
shares
|
$804,780
0.0% of portfolio
|
Q2 2025
Added 12.05%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
4,233
shares
|
$784,036
0.02% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
3,990
shares
|
$739,027
0.0% of portfolio
|
Q3 2025
Added 2.73%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
3,967
shares
|
$734,767
0.01% of portfolio
|
Q3 2025
Added 2.45%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
3,930
shares
|
$727,914
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
3,926
shares
|
$727,173
0.06% of portfolio
|
Q3 2025
Reduced 21.04%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
3,842
shares
|
$711,615
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,745
shares
|
$693,648
0.0% of portfolio
|
Q3 2024
Reduced 3.25%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
3,678
shares
|
$681,239
0.01% of portfolio
|
Q3 2025
Reduced 11.05%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
3,657
shares
|
$677,349
0.01% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
3,650
shares
|
$676,053
0.05% of portfolio
|
Q3 2025
Added 13.04%
|
|