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 134 institutions that hold shares in the stock, with a total of 2.58 Million shares, which have been reported (via 13F filing form) to have a value of $390 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
13,969
shares
|
$2.11 Million
0.03% of portfolio
|
Q1 2025
Added 22.77%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
13,790
shares
|
$2.09 Million
1.5% of portfolio
|
Q1 2024
Reduced 12.23%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
13,653
shares
|
$2.07 Million
0.0% of portfolio
|
Q4 2024
Added 12.58%
|
|
|
Nova R Wealth, Inc.
|
Jan 30, 2025 Q4 2024 |
12,640
shares
|
$1.91 Million
1.09% of portfolio
|
Q4 2024
Reduced 3.02%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
12,344
shares
|
$1.87 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
11,155
shares
|
$1.69 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
10,801
shares
|
$1.63 Million
0.05% of portfolio
|
Q1 2024
Reduced 43.12%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
10,157
shares
|
$1.54 Million
0.01% of portfolio
|
Q4 2024
Added 322.68%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
9,730
shares
|
$1.47 Million
0.02% of portfolio
|
Q4 2024
Reduced 37.64%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
9,117
shares
|
$1.38 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
9,012
shares
|
$1.36 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
8,746
shares
|
$1.32 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Feb 13, 2025 Q4 2024 |
8,609
shares
|
$1.3 Million
0.62% of portfolio
|
Q4 2024
Added 101.99%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
8,421
shares
|
$1.27 Million
0.8% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Feb 11, 2025 Q4 2024 |
8,375
shares
|
$1.27 Million
0.95% of portfolio
|
Q4 2024
New holding
|
|
|
Iam Advisory, LLC
|
Apr 11, 2025 Q1 2025 |
8,348
shares
|
$1.26 Million
0.33% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Blb&B Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
7,250
shares
|
$1.1 Million
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Feb 14, 2025 Q4 2024 |
6,706
shares
|
$1.02 Million
0.01% of portfolio
|
Q4 2024
Added 71.42%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
6,594
shares
|
$998,067
0.0% of portfolio
|
Q4 2024
Added 24.34%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
6,253
shares
|
$946,454
0.0% of portfolio
|
Q4 2024
Reduced 24.95%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
6,191
shares
|
$937,069
0.01% of portfolio
|
Q4 2024
Added 7.31%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
5,177
shares
|
$783,590
0.05% of portfolio
|
Q4 2024
Added 25.47%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
5,106
shares
|
$772,844
0.07% of portfolio
|
Q4 2024
Reduced 98.77%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
5,001
shares
|
$756,951
0.0% of portfolio
|
Q4 2024
Added 541.15%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
4,680
shares
|
$708,364
0.05% of portfolio
|
Q4 2024
Added 8.31%
|