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 |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
1,955
shares
|
$362,105
0.01% of portfolio
|
Q2 2025
Added 6.95%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
1,925
shares
|
$356,548
0.04% of portfolio
|
Q3 2022
Reduced 3.99%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
1,889
shares
|
$349,880
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Oct 20, 2025 Q3 2025 |
1,814
shares
|
$335,989
0.09% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
1,813
shares
|
$335,803
0.4% of portfolio
|
Q4 2023
Reduced 18.44%
|
|
|
Virtus Family Office LLC
El Paso, TX |
Nov 05, 2025 Q3 2025 |
1,807
shares
|
$334,692
0.36% of portfolio
|
Q3 2025
New holding
|
|
|
Orcam Financial Group
Encinitas, CA |
Nov 12, 2025 Q3 2025 |
1,740
shares
|
$322,282
0.27% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
1,684
shares
|
$311,910
0.0% of portfolio
|
Q1 2025
Reduced 21.38%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
1,673
shares
|
$309,873
0.0% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Foster Group, Inc.
|
Oct 14, 2025 Q3 2025 |
1,648
shares
|
$305,242
0.01% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
1,618
shares
|
$299,685
0.03% of portfolio
|
Q3 2025
Added 7.72%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
1,616
shares
|
$299,315
0.01% of portfolio
|
Q3 2025
Added 10.23%
|
|
|
Stonehearth Capital Management, LLC
|
Oct 24, 2025 Q3 2025 |
1,558
shares
|
$288,572
0.12% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
1,526
shares
|
$282,645
0.01% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
1,368
shares
|
$253,380
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
1,332
shares
|
$246,713
0.0% of portfolio
|
Q3 2025
Added 15.22%
|
|
|
Avant Capital LLC
Lafayette, LA |
Nov 10, 2025 Q3 2025 |
1,277
shares
|
$236,525
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
1,220
shares
|
$225,968
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2025 Q3 2025 |
1,200
shares
|
$222,264
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 27, 2025 Q3 2025 |
1,185
shares
|
$219,485
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
1,181
shares
|
$218,744
0.02% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
1,106
shares
|
$204,853
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,100
shares
|
$203,742
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
1,095
shares
|
$202,815
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
1,046
shares
|
$193,740
0.0% of portfolio
|
Q3 2025
Reduced 32.08%
|
|