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 |
|---|---|---|---|---|---|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
3,650
shares
|
$676,053
0.02% of portfolio
|
Q3 2025
Added 15.51%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 27, 2025 Q3 2025 |
3,453
shares
|
$639,564
0.22% of portfolio
|
Q3 2025
Reduced 3.84%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
3,441
shares
|
$637,342
0.0% of portfolio
|
Q3 2025
Reduced 12.51%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
3,303
shares
|
$611,781
0.09% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
3,153
shares
|
$583,998
0.0% of portfolio
|
Q3 2025
Added 3.72%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
3,093
shares
|
$572,885
0.0% of portfolio
|
Q3 2025
Added 11.38%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
3,040
shares
|
$563,068
0.01% of portfolio
|
Q3 2025
Added 44.14%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
2,991
shares
|
$553,993
0.21% of portfolio
|
Q2 2023
Reduced 0.03%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Oct 29, 2025 Q3 2025 |
2,423
shares
|
$448,788
0.46% of portfolio
|
Q3 2025
Added 5.03%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
2,412
shares
|
$446,750
0.0% of portfolio
|
Q2 2025
Reduced 24.22%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
2,385
shares
|
$441,749
0.0% of portfolio
|
Q3 2025
Added 68.67%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Oct 21, 2025 Q3 2025 |
2,372
shares
|
$439,341
0.03% of portfolio
|
Q3 2025
Reduced 8.63%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
2,357
shares
|
$436,563
0.03% of portfolio
|
Q3 2025
Added 17.26%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Oct 15, 2025 Q3 2025 |
2,330
shares
|
$431,562
0.31% of portfolio
|
Q3 2025
Reduced 27.86%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
2,250
shares
|
$416,745
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
2,223
shares
|
$411,744
0.0% of portfolio
|
Q3 2025
Added 1.97%
|
|
|
Davidson Trust CO
|
Oct 20, 2025 Q3 2025 |
2,218
shares
|
$410,817
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
2,145
shares
|
$397,296
0.01% of portfolio
|
Q3 2025
Added 13.85%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
2,142
shares
|
$396,741
0.01% of portfolio
|
Q1 2025
Added 10.53%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
2,135
shares
|
$395,444
0.02% of portfolio
|
Q2 2025
Reduced 4.9%
|
|
|
Riverview Trust CO
|
Oct 22, 2025 Q3 2025 |
2,128
shares
|
$394,148
0.65% of portfolio
|
Q3 2025
Reduced 13.36%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
2,120
shares
|
$392,666
0.0% of portfolio
|
Q3 2025
Reduced 81.91%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
2,071
shares
|
$383,590
0.01% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Pacific Sun Financial Corp
|
Nov 13, 2025 Q3 2025 |
2,021
shares
|
$374,329
0.2% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
2,005
shares
|
$371,366
0.0% of portfolio
|
Q3 2025
Added 3.99%
|
|