Purchases and Sales Made in Q3 2025 in Vanguard Wellington Fd U S Mom (VFMO)

VFMO Quotes by TradingView

This table provides information about the institutional ownership of Vanguard Wellington Fd U S Mom (VFMO) during Q3 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
Nov 13, 2025 Q3 2025
Wells Fargo & Company

San Francisco, CA
BUY
 -
300K
+ 39880.59%
$51.2M - $57.9M
301K $55.7M
Oct 28, 2025 Q3 2025
Ritholtz Wealth Management

BUY
 -
30.6K
+ 5.13%
$5.23M - $5.91M
628K $116M
Nov 14, 2025 Q3 2025
Toroso Investments, LLC

Massapequa, NY
BUY
 -
24.7K
+ 549.03%
$4.22M - $4.77M
29.3K $5.42M
Nov 04, 2025 Q3 2025
Payne Capital LLC

Lake Oswego, OR
BUY
 -
14.1K
New
$2.4M - $2.71M
14.1K $2.61M
Oct 31, 2025 Q3 2025
Sagespring Wealth Partners, LLC

Franklin, TN
BUY
 -
11.1K
New
$1.9M - $2.14M
11.1K $2.06M
Oct 21, 2025 Q3 2025
Davidson Investment Advisors

BUY
 -
7.48K
+ 5.65%
$1.28M - $1.44M
140K $25.9M
Nov 14, 2025 Q3 2025
Wiley Bros. Aintree Capital, LLC

BUY
 -
6.31K
+ 52.18%
$1.08M - $1.22M
18.4K $3.41M
Nov 13, 2025 Q3 2025
Financial Freedom, LLC

Cincinnati, OH
BUY
 -
6.13K
+ 80.01%
$1.05M - $1.18M
13.8K $2.55M
Nov 14, 2025 Q3 2025
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
5.75K
+ 42.66%
$982K - $1.11M
19.2K $3.56M
Nov 12, 2025 Q3 2025
Pfg Advisors

BUY
 -
5.73K
New
$977K - $1.11M
5.73K $1.06M
Nov 10, 2025 Q3 2025
Wilkins Miller Wealth Management, LLC

Mobile, AL
BUY
 -
4.19K
+ 57.38%
$715K - $809K
11.5K $2.13M
Nov 12, 2025 Q3 2025
Private Advisor Group, LLC

BUY
 -
4.06K
+ 15.4%
$693K - $783K
30.4K $5.63M
Nov 12, 2025 Q3 2025
Lpl Financial LLC

Fort Mill, SC
BUY
 -
4.01K
+ 4.02%
$685K - $774K
104K $19.2M
Nov 14, 2025 Q3 2025
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
3.93K
New
$671K - $758K
3.93K $728K
Nov 12, 2025 Q3 2025
Soltis Investment Advisors LLC

St. George, UT
BUY
 -
3.84K
New
$656K - $741K
3.84K $712K
Nov 14, 2025 Q3 2025
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
3.16K
+ 10.82%
$539K - $609K
32.3K $5.99M
Nov 12, 2025 Q3 2025
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
2.99K
+ 55.72%
$511K - $577K
8.36K $1.55M
Oct 28, 2025 Q3 2025
Compass Ion Advisors, LLC

BUY
 -
2.24K
+ 57.77%
$382K - $432K
6.12K $1.13M
Oct 20, 2025 Q3 2025
Davidson Trust CO

BUY
 -
2.22K
New
$379K - $428K
2.22K $411K
Nov 06, 2025 Q3 2025
Wedbush Securities Inc

BUY
 -
2.17K
+ 29.29%
$370K - $418K
9.56K $1.77M
Oct 09, 2025 Q3 2025
Signal Advisors Wealth, LLC

Detroit, MI
BUY
 -
1.89K
New
$322K - $364K
1.89K $350K
Nov 05, 2025 Q3 2025
Virtus Family Office LLC

El Paso, TX
BUY
 -
1.81K
New
$308K - $349K
1.81K $335K
Oct 22, 2025 Q3 2025
Commonwealth Equity Services, LLC

BUY
 -
1.47K
+ 9.47%
$251K - $284K
17K $3.15M
Oct 20, 2025 Q3 2025
Merit Financial Group, LLC

BUY
 -
1.3K
+ 7.27%
$222K - $251K
19.2K $3.56M
Nov 13, 2025 Q3 2025
Kestra Advisory Services, LLC

BUY
 -
1.25K
+ 10.03%
$213K - $241K
13.7K $2.54M
Oct 27, 2025 Q3 2025
Melfa Wealth Management, LLC

Westborough, MA
BUY
 -
1.19K
New
$202K - $229K
1.19K $219K
Nov 14, 2025 Q3 2025
Kestra Private Wealth Services, LLC

BUY
 -
1.11K
New
$189K - $213K
1.11K $205K
Nov 12, 2025 Q3 2025
Stifel Financial Corp

St. Louis, MO
BUY
 -
1.1K
New
$187K - $211K
1.1K $203K
Oct 23, 2025 Q3 2025
Park Avenue Securities LLC

BUY
 -
971
+ 68.67%
$166K - $187K
2.39K $442K
Nov 07, 2025 Q3 2025
Jpmorgan Chase & CO

New York, NY
BUY
 -
935
New
$160K - $180K
935 $173K
Nov 18, 2025 Q3 2025
Advisory Services Network, LLC

BUY
 -
931
+ 44.14%
$159K - $180K
3.04K $563K
Nov 07, 2025 Q3 2025
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
892
+ 22.06%
$152K - $172K
4.94K $914K
Nov 06, 2025 Q3 2025
Stratos Wealth Advisors, LLC

BUY
 -
826
+ 3.45%
$141K - $159K
24.7K $4.58M
Nov 14, 2025 Q3 2025
Strategic Financial Services, Inc,

Utica, NY
BUY
 -
782
+ 0.28%
$133K - $151K
280K $51.9M
Nov 04, 2025 Q3 2025
Tfb Advisors LLC

Overland Park, KS
BUY
 -
695
+ 14.14%
$119K - $134K
5.61K $1.04M
Oct 14, 2025 Q3 2025
Anderson Hoagland & CO

BUY
 -
650
+ 0.55%
$111K - $125K
119K $22M
Nov 14, 2025 Q3 2025
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
535
New
$91.3K - $103K
535 $99.1K
Nov 12, 2025 Q3 2025
Diversify Advisory Services, LLC

Sandy, UT
BUY
 -
490
+ 15.51%
$83.6K - $94.5K
3.65K $676K
Nov 13, 2025 Q3 2025
Ubs Group Ag

BUY
 -
489
+ 2.29%
$83.5K - $94.4K
21.8K $4.04M
Oct 22, 2025 Q3 2025
Kathmere Capital Management, LLC

Wayne, PA
BUY
 -
421
+ 13.04%
$71.9K - $81.2K
3.65K $676K
Oct 09, 2025 Q3 2025
Redhawk Wealth Advisors, Inc.

Minneapolis, MN
BUY
 -
413
+ 2.04%
$70.5K - $79.7K
20.6K $3.82M
Nov 14, 2025 Q3 2025
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
409
+ 444.57%
$69.8K - $78.9K
501 $92.8K
Oct 09, 2025 Q3 2025
Advisor Net Financial, Inc

BUY
 -
347
+ 17.26%
$59.2K - $67K
2.36K $437K
Nov 13, 2025 Q3 2025
Betterment LLC

New York, NY
BUY
 -
324
+ 1.59%
$55.3K - $62.5K
20.7K $3.83M
Nov 14, 2025 Q3 2025
Northwestern Mutual Wealth Management CO

BUY
 -
316
+ 11.38%
$53.9K - $61K
3.09K $573K
Oct 31, 2025 Q3 2025
Cabot Wealth Management Inc

BUY
 -
268
+ 0.25%
$45.7K - $51.7K
108K $20M
Oct 27, 2025 Q3 2025
Concurrent Investment Advisors, LLC

Tampa, FL
BUY
 -
261
+ 13.85%
$44.5K - $50.4K
2.15K $397K
Nov 06, 2025 Q3 2025
Aspect Partners, LLC

Fairfax, VA
BUY
 -
228
+ 2.85%
$38.9K - $44K
8.22K $1.52M
Oct 29, 2025 Q3 2025
Wealth Enhancement Advisory Services, LLC

BUY
 -
176
+ 15.22%
$30K - $34K
1.33K $247K

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