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 100 institutions that hold shares in the stock, with a total of 2.16 Million shares, which have been reported (via 13F filing form) to have a value of $346 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
1,528
shares
|
$244,556
0.01% of portfolio
|
Q2 2024
Added 121.13%
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
1,462
shares
|
$233,993
0.01% of portfolio
|
Q2 2024
New holding
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 30, 2024 Q2 2024 |
1,349
shares
|
$215,907
0.02% of portfolio
|
Q2 2024
New holding
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
855
shares
|
$136,842
0.0% of portfolio
|
Q1 2024
Added 704.12%
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
500
shares
|
$80,025
0.0% of portfolio
|
Q1 2024
New holding
|
|
Mather Group, Llc.
Chicago, IL |
Jul 08, 2024 Q2 2024 |
493
shares
|
$78,904
0.0% of portfolio
|
Q2 2024
New holding
|
|
First Horizon Advisors, Inc.
|
Jul 19, 2024 Q2 2024 |
454
shares
|
$72,662
0.0% of portfolio
|
Q2 2024
Reduced 20.21%
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Aug 12, 2024 Q2 2024 |
447
shares
|
$71,542
0.02% of portfolio
|
Q1 2024
New holding
|
|
Parkside Financial Bank & Trust
|
Aug 05, 2024 Q2 2024 |
227
shares
|
$36,331
0.01% of portfolio
|
Q2 2024
Added 23.37%
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
203
shares
|
$32,490
0.0% of portfolio
|
Q2 2024
Added 9.14%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
202
shares
|
$32,330
0.0% of portfolio
|
Q1 2024
New holding
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Jul 29, 2024 Q2 2024 |
162
shares
|
$25,928
0.0% of portfolio
|
Q2 2024
Reduced 10.99%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
160
shares
|
$25,608
0.0% of portfolio
|
Q3 2022
New holding
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 31, 2024 Q2 2024 |
133
shares
|
$21,286
0.01% of portfolio
|
Q2 2023
New holding
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 25, 2024 Q2 2024 |
125
shares
|
$20,006
0.01% of portfolio
|
Q1 2023
New holding
|
|
City State Bank
Norwalk, IA |
Jul 09, 2024 Q2 2024 |
100
shares
|
$16,005
0.01% of portfolio
|
Q1 2022
New holding
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
92
shares
|
$14,724
0.0% of portfolio
|
Q2 2024
New holding
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 30, 2024 Q2 2024 |
39
shares
|
$6,241
0.0% of portfolio
|
Q1 2024
New holding
|
|
Global Retirement Partners, LLC
|
Jul 23, 2024 Q2 2024 |
24
shares
|
$3,841
0.0% of portfolio
|
Q2 2024
Added 14.29%
|
|
Gps Wealth Strategies Group, LLC
|
Jul 16, 2024 Q2 2024 |
20
shares
|
$3,201
0.0% of portfolio
|
Q1 2024
New holding
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 08, 2024 Q2 2024 |
9
shares
|
$1,440
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 02, 2024 Q2 2024 |
4
shares
|
$640
0.0% of portfolio
|
Q2 2024
New holding
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
1
shares
|
$160
0.0% of portfolio
|
Q1 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|