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 100 institutions that hold shares in the stock, with a total of 2.16 Million shares, which have been reported (via 13F filing form) to have a value of $346 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Ritholtz Wealth Management
|
Jul 31, 2024 Q2 2024 |
420,019
shares
|
$67.2 Million
2.1% of portfolio
|
Q2 2024
Reduced 0.31%
|
|
Strategic Financial Services, Inc,
Utica, NY |
Aug 12, 2024 Q2 2024 |
280,386
shares
|
$44.9 Million
2.67% of portfolio
|
Q2 2024
Added 1.35%
|
|
Davidson Investment Advisors
|
Jul 31, 2024 Q2 2024 |
207,576
shares
|
$33.2 Million
1.63% of portfolio
|
Q2 2024
Added 2.09%
|
|
Anderson Hoagland & CO
|
Jul 10, 2024 Q2 2024 |
138,839
shares
|
$22.2 Million
2.26% of portfolio
|
Q2 2024
Added 0.21%
|
|
Cabot Wealth Management Inc
|
Jul 12, 2024 Q2 2024 |
115,912
shares
|
$18.6 Million
2.29% of portfolio
|
Q2 2024
Reduced 9.03%
|
|
Systelligence, LLC
|
Jul 25, 2024 Q2 2024 |
88,824
shares
|
$14.2 Million
3.8% of portfolio
|
Q2 2024
New holding
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
88,811
shares
|
$14.2 Million
0.0% of portfolio
|
Q2 2024
Reduced 18.44%
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Jul 25, 2024 Q2 2024 |
81,463
shares
|
$13 Million
10.36% of portfolio
|
Q2 2024
Reduced 2.31%
|
|
Symmetry Partners, LLC
|
Jul 11, 2024 Q2 2024 |
76,685
shares
|
$12.3 Million
0.59% of portfolio
|
Q2 2024
Added 4.35%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
65,097
shares
|
$10.4 Million
0.0% of portfolio
|
Q2 2024
Added 68.19%
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Aug 09, 2024 Q2 2024 |
60,968
shares
|
$9.76 Million
0.27% of portfolio
|
Q2 2024
Reduced 6.18%
|
|
Armbruster Capital Management, Inc.
|
Jul 29, 2024 Q2 2024 |
36,940
shares
|
$5.91 Million
1.15% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
Journey Advisory Group, LLC
|
Aug 02, 2024 Q2 2024 |
35,160
shares
|
$5.63 Million
0.63% of portfolio
|
Q2 2024
Added 4.81%
|
|
Lincoln Capital Corp
|
Jul 23, 2024 Q2 2024 |
31,579
shares
|
$5.05 Million
2.08% of portfolio
|
Q2 2024
Reduced 6.26%
|
|
Great Valley Advisor Group, Inc.
|
Jul 16, 2024 Q2 2024 |
29,762
shares
|
$4.76 Million
0.13% of portfolio
|
Q2 2024
Added 18.54%
|
|
Umb Bank, N.A.
|
Jul 29, 2024 Q2 2024 |
26,786
shares
|
$4.29 Million
0.07% of portfolio
|
Q2 2024
Added 0.34%
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
25,961
shares
|
$4.16 Million
6.72% of portfolio
|
Q3 2022
Reduced 7.71%
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
25,476
shares
|
$4.08 Million
0.85% of portfolio
|
Q1 2023
Added 142.05%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
23,218
shares
|
$3.72 Million
0.0% of portfolio
|
Q2 2024
Added 113.38%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
19,911
shares
|
$3.19 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.32%
|
|
Nova R Wealth, Inc.
|
Jul 18, 2024 Q2 2024 |
13,671
shares
|
$2.19 Million
1.1% of portfolio
|
Q2 2024
Added 4.13%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
11,272
shares
|
$1.8 Million
0.0% of portfolio
|
Q2 2024
Added 21.04%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
11,158
shares
|
$1.79 Million
0.01% of portfolio
|
Q2 2024
Added 11.17%
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
10,801
shares
|
$1.73 Million
0.05% of portfolio
|
Q1 2024
Reduced 43.12%
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 09, 2024 Q2 2024 |
10,766
shares
|
$1.72 Million
0.03% of portfolio
|
Q2 2024
New holding
|