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 152 institutions that hold shares in the stock, with a total of 3.37 Million shares, which have been reported (via 13F filing form) to have a value of $674 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Aug 14, 2025 Q2 2025 |
7,306
shares
|
$1.46 Million
0.86% of portfolio
|
Q2 2025
Added 143.61%
|
|
|
Blb&B Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
7,250
shares
|
$1.45 Million
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
6,604
shares
|
$1.32 Million
0.08% of portfolio
|
Q2 2025
Reduced 13.76%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
6,415
shares
|
$1.28 Million
0.01% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
6,089
shares
|
$1.22 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.77%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
5,370
shares
|
$1.07 Million
0.01% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
5,184
shares
|
$1.04 Million
0.01% of portfolio
|
Q2 2025
Reduced 15.25%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
4,972
shares
|
$993,405
0.08% of portfolio
|
Q2 2025
Reduced 32.59%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
4,916
shares
|
$982,216
0.23% of portfolio
|
Q2 2025
Added 11.42%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
4,894
shares
|
$977,821
0.02% of portfolio
|
Q3 2025
Reduced 3.11%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Oct 15, 2025 Q3 2025 |
4,588
shares
|
$916,682
0.89% of portfolio
|
Q2 2025
Added 202.84%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
4,507
shares
|
$900,498
0.01% of portfolio
|
Q2 2025
Reduced 33.52%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
4,276
shares
|
$854,344
0.02% of portfolio
|
Q2 2025
Reduced 6.8%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
4,231
shares
|
$845,353
0.0% of portfolio
|
Q2 2025
Added 12.05%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
4,135
shares
|
$826,173
0.01% of portfolio
|
Q2 2025
Added 134.28%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
4,043
shares
|
$807,791
0.02% of portfolio
|
Q2 2025
Added 138.24%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
3,967
shares
|
$792,606
0.01% of portfolio
|
Q3 2025
Added 2.45%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
3,933
shares
|
$785,813
0.0% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
3,884
shares
|
$776,023
0.0% of portfolio
|
Q2 2025
Added 15.15%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
3,879
shares
|
$775,024
0.08% of portfolio
|
Q2 2025
Reduced 44.26%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
3,795
shares
|
$758,241
0.0% of portfolio
|
Q2 2025
Reduced 84.76%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,745
shares
|
$748,251
0.0% of portfolio
|
Q3 2024
Reduced 3.25%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
3,650
shares
|
$729,270
0.05% of portfolio
|
Q3 2025
Added 13.04%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
3,601
shares
|
$719,479
0.01% of portfolio
|
Q2 2025
Added 5.48%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jul 17, 2025 Q2 2025 |
3,591
shares
|
$717,481
0.23% of portfolio
|
Q2 2025
Reduced 3.1%
|