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 149 institutions that hold shares in the stock, with a total of 3.33 Million shares, which have been reported (via 13F filing form) to have a value of $585 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
597,746
shares
|
$105 Million
2.32% of portfolio
|
Q2 2025
Added 24.56%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
387,992
shares
|
$68 Million
1.43% of portfolio
|
Q1 2025
Added 398.6%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
289,868
shares
|
$50.8 Million
0.09% of portfolio
|
Q1 2025
Added 7.2%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Aug 01, 2025 Q2 2025 |
279,497
shares
|
$49 Million
2.62% of portfolio
|
Q2 2025
Added 3.71%
|
|
|
Systelligence, LLC
|
Jul 29, 2025 Q2 2025 |
178,522
shares
|
$31.3 Million
6.34% of portfolio
|
Q2 2025
Added 22.85%
|
|
|
Davidson Investment Advisors
|
Jul 28, 2025 Q2 2025 |
132,299
shares
|
$23.2 Million
1.07% of portfolio
|
Q2 2025
Added 3.9%
|
|
|
Anderson Hoagland & CO
|
Jul 10, 2025 Q2 2025 |
118,390
shares
|
$20.8 Million
1.99% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Cabot Wealth Management Inc
|
Jul 31, 2025 Q2 2025 |
107,961
shares
|
$18.9 Million
2.23% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
107,518
shares
|
$18.8 Million
0.42% of portfolio
|
Q2 2025
Added 51.5%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
102,003
shares
|
$17.9 Million
0.01% of portfolio
|
Q1 2025
Added 18.91%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
92,105
shares
|
$16.1 Million
0.0% of portfolio
|
Q2 2025
Added 14.49%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
74,212
shares
|
$13 Million
0.0% of portfolio
|
Q1 2025
Added 10.03%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
49,165
shares
|
$8.62 Million
1.22% of portfolio
|
Q2 2025
Reduced 17.69%
|
|
|
Armbruster Capital Management, Inc.
|
Jul 23, 2025 Q2 2025 |
48,448
shares
|
$8.49 Million
1.52% of portfolio
|
Q2 2025
Added 18.48%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
41,352
shares
|
$7.25 Million
0.0% of portfolio
|
Q1 2025
Added 811.24%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
27,862
shares
|
$4.88 Million
0.03% of portfolio
|
Q1 2025
Added 174.31%
|
|
|
Lincoln Capital Corp
|
Jul 09, 2025 Q2 2025 |
26,283
shares
|
$4.61 Million
1.89% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
25,961
shares
|
$4.55 Million
6.72% of portfolio
|
Q3 2022
Reduced 7.71%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
25,476
shares
|
$4.47 Million
0.85% of portfolio
|
Q1 2023
Added 142.05%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
24,895
shares
|
$4.36 Million
0.0% of portfolio
|
Q1 2025
Added 524.87%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
23,917
shares
|
$4.19 Million
0.23% of portfolio
|
Q2 2025
Added 89.59%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
21,575
shares
|
$3.78 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
21,333
shares
|
$3.74 Million
0.83% of portfolio
|
Q2 2025
Reduced 3.74%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
20,999
shares
|
$3.68 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
20,207
shares
|
$3.54 Million
0.47% of portfolio
|
Q2 2025
Added 3.07%
|