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 |
|---|---|---|---|---|---|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
1,807
shares
|
$303,810
0.0% of portfolio
|
Q3 2024
Reduced 27.92%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
1,754
shares
|
$294,900
0.02% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Orcam Financial Group
Encinitas, CA |
Nov 14, 2024 Q3 2024 |
1,723
shares
|
$289,687
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
1,714
shares
|
$288,174
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 16, 2024 Q3 2024 |
1,509
shares
|
$253,708
0.16% of portfolio
|
Q3 2024
Reduced 8.16%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,469
shares
|
$246,982
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
1,463
shares
|
$245,974
0.01% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
1,450
shares
|
$243,788
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
1,328
shares
|
$223,276
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
1,316
shares
|
$221,259
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
1,261
shares
|
$212,011
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
780
shares
|
$131,141
0.0% of portfolio
|
Q3 2024
Reduced 8.77%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
500
shares
|
$84,065
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
454
shares
|
$76,331
0.0% of portfolio
|
Q2 2024
Reduced 20.21%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
447
shares
|
$75,154
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
408
shares
|
$68,597
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
227
shares
|
$38,165
0.01% of portfolio
|
Q2 2024
Added 23.37%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
203
shares
|
$34,130
0.0% of portfolio
|
Q2 2024
Added 9.14%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
160
shares
|
$26,900
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
133
shares
|
$22,361
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
125
shares
|
$21,016
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
125
shares
|
$21,016
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
116
shares
|
$19,503
0.0% of portfolio
|
Q3 2024
Reduced 28.4%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
107
shares
|
$17,989
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
100
shares
|
$16,813
0.0% of portfolio
|
Q3 2024
New holding
|