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 148 institutions that hold shares in the stock, with a total of 3.19 Million shares, which have been reported (via 13F filing form) to have a value of $525 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
19,605
shares
|
$3.22 Million
0.43% of portfolio
|
Q1 2025
Added 4.06%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
16,545
shares
|
$2.72 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.78%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
16,540
shares
|
$2.72 Million
0.0% of portfolio
|
Q1 2025
Added 13.06%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
14,330
shares
|
$2.36 Million
0.01% of portfolio
|
Q1 2025
Added 63.85%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
14,136
shares
|
$2.32 Million
0.0% of portfolio
|
Q1 2025
Added 3.54%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
13,990
shares
|
$2.3 Million
0.01% of portfolio
|
Q4 2024
Added 125.35%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
13,969
shares
|
$2.3 Million
0.03% of portfolio
|
Q1 2025
Added 22.77%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
12,615
shares
|
$2.07 Million
0.11% of portfolio
|
Q1 2025
Added 38.37%
|
|
|
Nova R Wealth, Inc.
|
Apr 23, 2025 Q1 2025 |
12,584
shares
|
$2.07 Million
1.0% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
11,792
shares
|
$1.94 Million
0.0% of portfolio
|
Q1 2025
Added 219.65%
|
|
|
Caitlin John, LLC
Brighton, MI |
May 14, 2025 Q1 2025 |
11,119
shares
|
$1.83 Million
1.65% of portfolio
|
Q1 2025
Reduced 19.37%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
10,905
shares
|
$1.79 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
10,885
shares
|
$1.79 Million
0.18% of portfolio
|
Q1 2025
Reduced 27.91%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
10,801
shares
|
$1.78 Million
0.05% of portfolio
|
Q1 2024
Reduced 43.12%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
10,140
shares
|
$1.67 Million
0.02% of portfolio
|
Q1 2025
Added 4.21%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
9,834
shares
|
$1.62 Million
0.13% of portfolio
|
Q1 2025
Added 92.6%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
9,805
shares
|
$1.61 Million
0.0% of portfolio
|
Q1 2025
Added 48.7%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
May 13, 2025 Q1 2025 |
9,425
shares
|
$1.55 Million
1.02% of portfolio
|
Q1 2025
Added 12.54%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
8,590
shares
|
$1.41 Million
0.58% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
May 15, 2025 Q1 2025 |
8,461
shares
|
$1.39 Million
1.2% of portfolio
|
Q1 2025
Added 10.16%
|
|
|
Iam Advisory, LLC
|
Apr 11, 2025 Q1 2025 |
8,348
shares
|
$1.37 Million
0.33% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
7,843
shares
|
$1.29 Million
0.01% of portfolio
|
Q1 2025
Reduced 12.97%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
7,658
shares
|
$1.26 Million
0.07% of portfolio
|
Q1 2025
Added 47.92%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
7,551
shares
|
$1.24 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
7,376
shares
|
$1.21 Million
0.11% of portfolio
|
Q1 2025
New holding
|