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 |
|---|---|---|---|---|---|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
1,765
shares
|
$290,218
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Orcam Financial Group
Encinitas, CA |
May 14, 2025 Q1 2025 |
1,731
shares
|
$284,628
0.25% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
1,714
shares
|
$281,833
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
1,697
shares
|
$279,037
0.01% of portfolio
|
Q1 2025
Added 24.96%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
1,684
shares
|
$276,900
0.0% of portfolio
|
Q1 2025
Reduced 21.38%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
1,677
shares
|
$275,749
0.01% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
1,672
shares
|
$274,926
0.0% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
1,552
shares
|
$255,195
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
May 02, 2025 Q1 2025 |
1,520
shares
|
$249,933
0.16% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Valued Retirements, Inc.
Houston, TX |
May 07, 2025 Q1 2025 |
1,515
shares
|
$249,111
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
1,464
shares
|
$240,725
0.01% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
1,439
shares
|
$236,614
0.0% of portfolio
|
Q1 2025
Reduced 48.72%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
1,418
shares
|
$233,161
0.01% of portfolio
|
Q1 2025
Reduced 23.76%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
1,403
shares
|
$230,695
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
1,383
shares
|
$227,406
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,374
shares
|
$225,926
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
1,142
shares
|
$187,779
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
1,100
shares
|
$180,873
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
1,000
shares
|
$164,430
0.01% of portfolio
|
Q4 2024
Reduced 84.54%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
500
shares
|
$82,215
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
477
shares
|
$78,433
0.03% of portfolio
|
Q4 2024
Added 6.71%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
454
shares
|
$74,651
0.0% of portfolio
|
Q2 2024
Reduced 20.21%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
375
shares
|
$61,661
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
290
shares
|
$47,684
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
215
shares
|
$35,352
0.0% of portfolio
|
Q1 2025
Reduced 33.23%
|