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 132 institutions that hold shares in the stock, with a total of 2.55 Million shares, which have been reported (via 13F filing form) to have a value of $396 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
441,345
shares
|
$68.5 Million
2.16% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
270,390
shares
|
$42 Million
0.1% of portfolio
|
Q4 2024
Added 4627.1%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Feb 11, 2025 Q4 2024 |
264,902
shares
|
$41.1 Million
2.61% of portfolio
|
Q4 2024
Reduced 3.95%
|
|
|
Anderson Hoagland & CO
|
Jan 21, 2025 Q4 2024 |
135,719
shares
|
$21.1 Million
2.4% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Davidson Investment Advisors
|
Jan 31, 2025 Q4 2024 |
128,047
shares
|
$19.9 Million
1.07% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Cabot Wealth Management Inc
|
Feb 03, 2025 Q4 2024 |
110,231
shares
|
$17.1 Million
2.32% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Systelligence, LLC
|
Jan 31, 2025 Q4 2024 |
95,969
shares
|
$14.9 Million
4.16% of portfolio
|
Q4 2024
Added 28.77%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
85,783
shares
|
$13.3 Million
0.01% of portfolio
|
Q4 2024
Added 40.68%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Feb 05, 2025 Q4 2024 |
85,598
shares
|
$13.3 Million
10.81% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
81,235
shares
|
$12.6 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
77,817
shares
|
$12.1 Million
0.31% of portfolio
|
Q4 2024
Added 40.44%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
67,444
shares
|
$10.5 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
62,657
shares
|
$9.73 Million
0.28% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Armbruster Capital Management, Inc.
|
Jan 22, 2025 Q4 2024 |
39,740
shares
|
$6.17 Million
1.33% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Journey Advisory Group, LLC
|
Feb 04, 2025 Q4 2024 |
34,257
shares
|
$5.32 Million
0.67% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Lincoln Capital Corp
|
Jan 17, 2025 Q4 2024 |
26,866
shares
|
$4.17 Million
1.91% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
26,199
shares
|
$4.07 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
25,961
shares
|
$4.03 Million
6.72% of portfolio
|
Q3 2022
Reduced 7.71%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
25,476
shares
|
$3.96 Million
0.85% of portfolio
|
Q1 2023
Added 142.05%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jan 28, 2025 Q4 2024 |
20,761
shares
|
$3.22 Million
0.85% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
19,817
shares
|
$3.08 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
18,840
shares
|
$2.93 Million
0.46% of portfolio
|
Q4 2024
Added 4.09%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
17,375
shares
|
$2.7 Million
0.01% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
15,100
shares
|
$2.34 Million
0.28% of portfolio
|
Q4 2024
Added 536.86%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
14,629
shares
|
$2.27 Million
0.0% of portfolio
|
Q4 2024
Added 16.49%
|