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 |
|---|---|---|---|---|---|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
3,183
shares
|
$523,380
0.01% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
May 13, 2025 Q1 2025 |
2,999
shares
|
$493,125
0.34% of portfolio
|
Q1 2025
Added 32.64%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
2,991
shares
|
$491,810
0.21% of portfolio
|
Q2 2023
Reduced 0.03%
|
|
|
Tectonic Advisors LLC
Plano, TX |
May 02, 2025 Q1 2025 |
2,970
shares
|
$488,357
0.03% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
2,926
shares
|
$481,122
0.04% of portfolio
|
Q1 2025
Added 17.65%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
2,804
shares
|
$461,061
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
2,588
shares
|
$425,544
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Riverview Trust CO
|
Apr 10, 2025 Q1 2025 |
2,456
shares
|
$403,840
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
True Mark Investments, LLC
Chicago, IL |
Apr 22, 2025 Q1 2025 |
2,439
shares
|
$401,044
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
2,329
shares
|
$382,957
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Apr 17, 2025 Q1 2025 |
2,307
shares
|
$379,340
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
2,277
shares
|
$374,407
0.01% of portfolio
|
Q1 2025
Reduced 53.23%
|
|
|
Graypoint LLC
|
May 02, 2025 Q1 2025 |
2,245
shares
|
$369,145
0.02% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
2,226
shares
|
$366,021
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Stonehearth Capital Management, LLC
|
Apr 01, 2025 Q1 2025 |
2,190
shares
|
$360,101
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
2,142
shares
|
$352,209
0.01% of portfolio
|
Q1 2025
Added 10.53%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
2,066
shares
|
$339,712
0.01% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
2,026
shares
|
$333,135
0.19% of portfolio
|
Q1 2025
Added 33.03%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
2,017
shares
|
$331,655
0.02% of portfolio
|
Q1 2025
Added 6.05%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
1,982
shares
|
$325,900
0.02% of portfolio
|
Q1 2025
Added 26.48%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
1,946
shares
|
$319,980
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
1,925
shares
|
$316,527
0.04% of portfolio
|
Q3 2022
Reduced 3.99%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
May 13, 2025 Q1 2025 |
1,835
shares
|
$301,729
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
1,828
shares
|
$300,578
0.0% of portfolio
|
Q1 2025
Reduced 44.71%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
1,813
shares
|
$298,111
0.4% of portfolio
|
Q4 2023
Reduced 18.44%
|