Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.84KNew |
$524K - $568K
|
2.84K
$527K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.2K+ 2.12% |
$407K - $440K
|
106K
$19.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.05K+ 9.96% |
$379K - $410K
|
22.7K
$4.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.35K+ 71.63% |
$250K - $270K
|
3.24K
$600K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.16KNew |
$215K - $233K
|
1.16K
$216K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
327+ 24.55% |
$60.3K - $65.3K
|
1.66K
$307K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
234+ 9.81% |
$43.2K - $46.8K
|
2.62K
$485K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
212+ 4.3% |
$39.1K - $42.4K
|
5.15K
$953K
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
192+ 5.26% |
$35.4K - $38.4K
|
3.84K
$712K
|
|
|
Jan 20, 2026
Q4 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
40+ 1.65% |
$7.38K - $7.99K
|
2.46K
$456K
|
|
|
Jan 13, 2026
Q4 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
3+ 0.19% |
$553 - $599
|
1.56K
$289K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3+ 0.19% |
$553 - $599
|
1.62K
$300K
|
|
|
Jan 08, 2026
Q4 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-13- 0.72% |
$2.4K - $2.6K
|
1.8K
$334K
|
|
|
Jan 07, 2026
Q4 2025
|
Iam Advisory, LLC
|
SELL
|
- |
-99- 1.18% |
$18.3K - $19.8K
|
8.28K
$1.53M
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
SELL
|
- |
-111- 6.74% |
$20.5K - $22.2K
|
1.54K
$285K
|
|
|
Jan 14, 2026
Q4 2025
|
Nova R Wealth, Inc.
|
SELL
|
- |
-215- 1.75% |
$39.7K - $43K
|
12.1K
$2.24M
|
|
|
Jan 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-753- 8.8% |
$139K - $150K
|
7.81K
$1.45M
|
|
|
Jan 05, 2026
Q4 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-5.36K- 4.5% |
$988K - $1.07M
|
114K
$21.1M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-7.65K- 68.8% |
$1.41M - $1.53M
|
3.47K
$642K
|
|