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 |
|---|---|---|---|---|---|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
3,303
shares
|
$659,939
0.11% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
3,160
shares
|
$631,368
0.02% of portfolio
|
Q2 2025
Added 12.7%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
3,040
shares
|
$607,392
0.0% of portfolio
|
Q2 2025
Reduced 36.44%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
2,991
shares
|
$597,601
0.21% of portfolio
|
Q2 2023
Reduced 0.03%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
2,777
shares
|
$554,844
0.0% of portfolio
|
Q2 2025
Reduced 32.81%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
2,435
shares
|
$486,513
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
2,412
shares
|
$481,917
0.0% of portfolio
|
Q2 2025
Reduced 24.22%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
2,385
shares
|
$476,523
0.0% of portfolio
|
Q3 2025
Added 68.67%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Oct 21, 2025 Q3 2025 |
2,372
shares
|
$473,925
0.03% of portfolio
|
Q3 2025
Reduced 8.63%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
2,357
shares
|
$470,928
0.03% of portfolio
|
Q3 2025
Added 17.26%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Oct 15, 2025 Q3 2025 |
2,330
shares
|
$465,534
0.31% of portfolio
|
Q3 2025
Reduced 27.86%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Jul 22, 2025 Q2 2025 |
2,307
shares
|
$460,938
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
2,250
shares
|
$449,550
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Davidson Trust CO
|
Oct 20, 2025 Q3 2025 |
2,218
shares
|
$443,156
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
2,180
shares
|
$435,564
0.0% of portfolio
|
Q2 2025
Added 29.45%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
2,142
shares
|
$427,971
0.01% of portfolio
|
Q1 2025
Added 10.53%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
2,135
shares
|
$426,573
0.02% of portfolio
|
Q2 2025
Reduced 4.9%
|
|
|
Riverview Trust CO
|
Oct 22, 2025 Q3 2025 |
2,128
shares
|
$425,174
0.65% of portfolio
|
Q3 2025
Reduced 13.36%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,112
shares
|
$421,977
0.0% of portfolio
|
Q2 2025
Reduced 82.09%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
2,109
shares
|
$421,378
0.01% of portfolio
|
Q2 2025
Added 8.38%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
2,069
shares
|
$413,386
0.01% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
2,031
shares
|
$405,793
0.19% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
1,955
shares
|
$390,609
0.01% of portfolio
|
Q2 2025
Added 6.95%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
1,928
shares
|
$385,214
0.0% of portfolio
|
Q2 2025
Added 39.41%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
1,925
shares
|
$384,615
0.04% of portfolio
|
Q3 2022
Reduced 3.99%
|