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 |
|---|---|---|---|---|---|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
4,592
shares
|
$695,045
0.03% of portfolio
|
Q4 2024
Added 81.07%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
4,538
shares
|
$686,871
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
4,362
shares
|
$660,232
0.03% of portfolio
|
Q4 2024
Reduced 35.25%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jan 24, 2025 Q4 2024 |
4,296
shares
|
$650,242
0.28% of portfolio
|
Q4 2024
Reduced 35.51%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
4,215
shares
|
$637,982
0.0% of portfolio
|
Q4 2024
Added 15.99%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
4,049
shares
|
$612,856
0.01% of portfolio
|
Q4 2024
Added 19.19%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
3,984
shares
|
$603,018
0.0% of portfolio
|
Q4 2024
Added 120.48%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,745
shares
|
$566,843
0.0% of portfolio
|
Q3 2024
Reduced 3.25%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
3,690
shares
|
$558,518
0.0% of portfolio
|
Q4 2024
Reduced 9.78%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
3,689
shares
|
$558,367
0.32% of portfolio
|
Q1 2025
Added 1841.58%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,689
shares
|
$558,367
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
3,624
shares
|
$548,528
0.02% of portfolio
|
Q4 2024
Added 32.65%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
3,414
shares
|
$516,743
0.01% of portfolio
|
Q4 2024
Added 4.82%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Feb 24, 2025 Q4 2024 |
3,331
shares
|
$504,180
0.12% of portfolio
|
Q4 2024
Reduced 20.92%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
3,329
shares
|
$503,877
0.04% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
3,306
shares
|
$500,396
0.01% of portfolio
|
Q4 2024
Added 31.82%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jan 13, 2025 Q4 2024 |
3,230
shares
|
$488,892
0.43% of portfolio
|
Q2 2023
Reduced 33.13%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
3,182
shares
|
$481,627
0.01% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
3,049
shares
|
$461,496
0.15% of portfolio
|
Q4 2024
Added 33.03%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
2,991
shares
|
$452,717
0.21% of portfolio
|
Q2 2023
Reduced 0.03%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
2,899
shares
|
$438,792
0.03% of portfolio
|
Q4 2024
Reduced 11.02%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
2,806
shares
|
$424,716
0.0% of portfolio
|
Q4 2024
Added 23.39%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
2,487
shares
|
$376,432
0.04% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Riverview Trust CO
|
Apr 10, 2025 Q1 2025 |
2,456
shares
|
$371,740
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Feb 07, 2025 Q4 2024 |
2,423
shares
|
$366,745
0.42% of portfolio
|
Q4 2024
Reduced 5.31%
|