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 133 institutions that hold shares in the stock, with a total of 2.55 Million shares, which have been reported (via 13F filing form) to have a value of $387 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Feb 04, 2025 Q4 2024 |
2,307
shares
|
$349,187
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
2,294
shares
|
$347,219
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Feb 24, 2025 Q4 2024 |
2,261
shares
|
$342,224
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
2,245
shares
|
$339,803
0.02% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Stonehearth Capital Management, LLC
|
Apr 01, 2025 Q1 2025 |
2,190
shares
|
$331,478
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
2,151
shares
|
$325,575
0.0% of portfolio
|
Q4 2024
Added 6.7%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
2,142
shares
|
$324,213
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
2,064
shares
|
$312,407
0.01% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
1,938
shares
|
$293,335
0.02% of portfolio
|
Q4 2024
Added 10.49%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
1,925
shares
|
$291,368
0.04% of portfolio
|
Q3 2022
Reduced 3.99%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
1,902
shares
|
$287,886
0.03% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Jan 07, 2025 Q4 2024 |
1,863
shares
|
$281,983
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
1,860
shares
|
$281,529
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jan 13, 2025 Q4 2024 |
1,835
shares
|
$277,745
0.1% of portfolio
|
Q3 2023
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
1,813
shares
|
$274,415
0.4% of portfolio
|
Q4 2023
Reduced 18.44%
|
|
|
Orcam Financial Group
Encinitas, CA |
Feb 14, 2025 Q4 2024 |
1,727
shares
|
$261,398
0.28% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
1,714
shares
|
$259,431
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
1,674
shares
|
$253,376
0.01% of portfolio
|
Q4 2024
Added 26.05%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
1,671
shares
|
$252,922
0.0% of portfolio
|
Q4 2024
Reduced 64.76%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
1,599
shares
|
$242,024
0.01% of portfolio
|
Q4 2024
Added 10.28%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
1,567
shares
|
$237,181
0.02% of portfolio
|
Q4 2024
Added 24.27%
|
|
|
Pacific Sun Financial Corp
|
Feb 03, 2025 Q4 2024 |
1,523
shares
|
$230,521
0.14% of portfolio
|
Q4 2024
Added 15.73%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jan 17, 2025 Q4 2024 |
1,519
shares
|
$229,915
0.17% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
1,464
shares
|
$221,591
0.01% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
1,358
shares
|
$205,546
0.01% of portfolio
|
Q4 2024
New holding
|