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 149 institutions that hold shares in the stock, with a total of 3.14 Million shares, which have been reported (via 13F filing form) to have a value of $545 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
1,714
shares
|
$298,098
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
1,684
shares
|
$292,881
0.0% of portfolio
|
Q1 2025
Reduced 21.38%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
1,677
shares
|
$291,663
0.01% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
1,672
shares
|
$290,794
0.0% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
1,619
shares
|
$281,576
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Stonehearth Capital Management, LLC
|
Jul 01, 2025 Q2 2025 |
1,585
shares
|
$275,663
0.12% of portfolio
|
Q2 2025
Reduced 27.63%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
1,552
shares
|
$269,923
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Valued Retirements, Inc.
Houston, TX |
May 07, 2025 Q1 2025 |
1,515
shares
|
$263,488
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
1,502
shares
|
$261,227
0.02% of portfolio
|
Q2 2025
Added 31.52%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
1,464
shares
|
$254,618
0.01% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
1,439
shares
|
$250,270
0.0% of portfolio
|
Q1 2025
Reduced 48.72%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
1,418
shares
|
$246,618
0.01% of portfolio
|
Q1 2025
Reduced 23.76%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
1,414
shares
|
$245,922
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
1,403
shares
|
$244,009
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,374
shares
|
$238,966
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
1,268
shares
|
$220,530
0.01% of portfolio
|
Q2 2025
Reduced 62.12%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
1,174
shares
|
$204,182
0.02% of portfolio
|
Q2 2025
Reduced 89.21%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
1,156
shares
|
$201,051
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,111
shares
|
$193,225
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,100
shares
|
$191,312
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
1,000
shares
|
$173,920
0.01% of portfolio
|
Q4 2024
Reduced 84.54%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
500
shares
|
$86,960
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
477
shares
|
$82,959
0.03% of portfolio
|
Q4 2024
Added 6.71%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
454
shares
|
$78,959
0.0% of portfolio
|
Q2 2024
Reduced 20.21%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
375
shares
|
$65,219
0.05% of portfolio
|
Q4 2024
New holding
|