Purchases and Sales Made in Q2 2025 in Vanguard Wellington Fd U S Mom (VFMO)
This table provides information about the institutional ownership of Vanguard Wellington Fd U S Mom (VFMO) during Q2 2025. The information is specifically focused on institutions that hold shares of VANGUARD WELLINGTON FD U S MOM.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
118K+ 24.56% |
$15.8M - $20.3M
|
598K
$111M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
36.5K+ 51.5% |
$4.91M - $6.31M
|
108K
$19.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Systelligence, LLC
|
BUY
|
- |
33.2K+ 22.85% |
$4.46M - $5.73M
|
179K
$33.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
29.3KNew |
$3.93M - $5.05M
|
29.3K
$5.43M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
21.7KNew |
$2.91M - $3.74M
|
21.7K
$4.01M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21.1K+ 7.3% |
$2.84M - $3.65M
|
311K
$57.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
18.8K+ 248.88% |
$2.52M - $3.24M
|
26.3K
$4.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
12.1KNew |
$1.62M - $2.09M
|
12.1K
$2.24M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.7K+ 14.49% |
$1.56M - $2.01M
|
92.1K
$17.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
11.3K+ 89.59% |
$1.52M - $1.95M
|
23.9K
$4.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.5K+ 74.92% |
$1.41M - $1.81M
|
24.5K
$4.53M
|
|
|
Aug 01, 2025
Q2 2025
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
10K+ 3.71% |
$1.34M - $1.72M
|
279K
$51.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
7.56K+ 18.48% |
$1.01M - $1.3M
|
48.4K
$8.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
7.19K+ 50.83% |
$965K - $1.24M
|
21.3K
$3.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.96K+ 16.84% |
$935K - $1.2M
|
48.3K
$8.95M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
6.52KNew |
$875K - $1.12M
|
6.52K
$1.21M
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
6.52KNew |
$875K - $1.12M
|
6.52K
$1.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.02K+ 16193.55% |
$674K - $866K
|
5.05K
$936K
|
|
|
Jul 28, 2025
Q2 2025
|
Davidson Investment Advisors
|
BUY
|
- |
4.97K+ 3.9% |
$667K - $857K
|
132K
$24.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.46K+ 6.01% |
$599K - $770K
|
78.7K
$14.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
4.31K+ 143.61% |
$578K - $743K
|
7.31K
$1.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3.97K+ 107.51% |
$532K - $684K
|
7.66K
$1.42M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.93K+ 28.13% |
$528K - $678K
|
17.9K
$3.32M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.87KNew |
$520K - $668K
|
3.87K
$717K
|
|
|
Aug 13, 2025
Q2 2025
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
3.07K+ 202.84% |
$413K - $530K
|
4.59K
$850K
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
2.44KNew |
$327K - $420K
|
2.44K
$451K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.37K+ 134.28% |
$318K - $409K
|
4.14K
$766K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.35K+ 138.24% |
$315K - $405K
|
4.04K
$749K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.91K+ 19.52% |
$257K - $330K
|
11.7K
$2.17M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
1.62KNew |
$217K - $279K
|
1.62K
$300K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.54K+ 14.1% |
$206K - $265K
|
12.4K
$2.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.41KNew |
$190K - $244K
|
1.41K
$262K
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
BUY
|
- |
1.37KNew |
$184K - $236K
|
1.37K
$253K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.3K+ 4.65% |
$174K - $224K
|
29.2K
$5.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
1.28KNew |
$171K - $220K
|
1.28K
$237K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.22KNew |
$164K - $210K
|
1.22K
$226K
|
|
|
Aug 14, 2025
Q2 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
1.2KNew |
$161K - $207K
|
1.2K
$222K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.16KNew |
$155K - $199K
|
1.16K
$214K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.11KNew |
$149K - $192K
|
1.11K
$206K
|
|
|
Jul 31, 2025
Q2 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
991+ 0.93% |
$133K - $171K
|
108K
$20M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
752New |
$101K - $130K
|
752
$139K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
731+ 10.07% |
$98.1K - $126K
|
7.99K
$1.48M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
609New |
$81.8K - $105K
|
609
$113K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
602+ 3.07% |
$80.8K - $104K
|
20.2K
$3.74M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
545+ 39.41% |
$73.2K - $94K
|
1.93K
$357K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
537+ 6.85% |
$72.1K - $92.6K
|
8.38K
$1.55M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
511+ 15.15% |
$68.6K - $88.2K
|
3.88K
$719K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
504+ 11.42% |
$67.7K - $87K
|
4.92K
$911K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
496+ 29.45% |
$66.6K - $85.6K
|
2.18K
$404K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
481+ 34.28% |
$64.6K - $83K
|
1.88K
$349K
|
|