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 |
|---|---|---|---|---|---|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
7,260
shares
|
$1.19 Million
0.63% of portfolio
|
Q1 2025
Reduced 13.79%
|
|
|
Blb&B Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
7,250
shares
|
$1.19 Million
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
7,036
shares
|
$1.16 Million
0.04% of portfolio
|
Q1 2025
Added 53.22%
|
|
|
Compass Ion Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
6,959
shares
|
$1.14 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
6,779
shares
|
$1.11 Million
0.01% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
6,748
shares
|
$1.11 Million
0.0% of portfolio
|
Q1 2025
Added 7.92%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
6,410
shares
|
$1.05 Million
0.01% of portfolio
|
Q1 2025
Added 3.54%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
6,117
shares
|
$1.01 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
5,306
shares
|
$872,465
0.01% of portfolio
|
Q1 2025
Added 31.04%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
4,960
shares
|
$815,572
0.04% of portfolio
|
Q1 2025
Added 5.98%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
4,783
shares
|
$786,468
0.0% of portfolio
|
Q1 2025
Reduced 4.36%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
4,588
shares
|
$754,404
0.02% of portfolio
|
Q1 2025
Added 26.6%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
4,412
shares
|
$725,465
0.2% of portfolio
|
Q1 2025
Added 44.7%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
4,133
shares
|
$679,589
0.0% of portfolio
|
Q1 2025
Added 841.46%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
3,876
shares
|
$637,330
0.0% of portfolio
|
Q1 2025
Reduced 8.04%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
3,776
shares
|
$620,887
0.0% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,745
shares
|
$615,790
0.0% of portfolio
|
Q3 2024
Reduced 3.25%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Apr 22, 2025 Q1 2025 |
3,706
shares
|
$609,377
0.23% of portfolio
|
Q1 2025
Reduced 13.73%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
3,689
shares
|
$606,582
0.32% of portfolio
|
Q1 2025
Added 1841.58%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
3,414
shares
|
$561,364
0.01% of portfolio
|
Q4 2024
Added 4.82%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
3,373
shares
|
$554,622
0.0% of portfolio
|
Q1 2025
Added 56.81%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
3,347
shares
|
$550,347
0.03% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
3,303
shares
|
$543,112
0.11% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
3,235
shares
|
$531,931
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Apr 18, 2025 Q1 2025 |
3,230
shares
|
$531,108
0.4% of portfolio
|
Q2 2023
Reduced 33.13%
|