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 |
|---|---|---|---|---|---|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
1,000
shares
|
$185,220
0.01% of portfolio
|
Q4 2024
Reduced 84.54%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
935
shares
|
$173,180
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
717
shares
|
$132,802
0.12% of portfolio
|
Q3 2025
Added 17.73%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
535
shares
|
$99,092
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
501
shares
|
$92,795
0.0% of portfolio
|
Q3 2025
Added 444.57%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
500
shares
|
$92,610
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
454
shares
|
$84,089
0.0% of portfolio
|
Q2 2024
Reduced 20.21%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
375
shares
|
$69,457
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
352
shares
|
$65,197
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
335
shares
|
$62,048
0.0% of portfolio
|
Q3 2025
Reduced 69.85%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
243
shares
|
$45,008
0.0% of portfolio
|
Q3 2025
Added 16.83%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
215
shares
|
$39,822
0.0% of portfolio
|
Q1 2025
Reduced 33.23%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
160
shares
|
$29,635
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
141
shares
|
$26,116
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
125
shares
|
$23,152
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
116
shares
|
$21,485
0.0% of portfolio
|
Q3 2024
Reduced 28.4%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
107
shares
|
$19,818
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
105
shares
|
$19,448
0.01% of portfolio
|
Q3 2025
Reduced 29.53%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
104
shares
|
$19,262
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
100
shares
|
$18,522
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
100
shares
|
$18,522
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
68
shares
|
$12,594
0.0% of portfolio
|
Q3 2025
Reduced 2.86%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
65
shares
|
$12,039
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
41
shares
|
$7,594
0.0% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2025 Q3 2025 |
39
shares
|
$7,223
0.0% of portfolio
|
Q1 2024
New holding
|
|