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 |
|---|---|---|---|---|---|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
1,889
shares
|
$377,422
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
1,884
shares
|
$376,423
0.01% of portfolio
|
Q2 2025
Added 34.28%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Oct 20, 2025 Q3 2025 |
1,814
shares
|
$362,437
0.09% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
1,813
shares
|
$362,237
0.4% of portfolio
|
Q4 2023
Reduced 18.44%
|
|
|
Orcam Financial Group
Encinitas, CA |
Aug 15, 2025 Q2 2025 |
1,737
shares
|
$347,052
0.26% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
1,684
shares
|
$336,463
0.0% of portfolio
|
Q1 2025
Reduced 21.38%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
1,672
shares
|
$334,065
0.0% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Foster Group, Inc.
|
Oct 14, 2025 Q3 2025 |
1,648
shares
|
$329,270
0.01% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
1,618
shares
|
$323,276
0.03% of portfolio
|
Q3 2025
Added 7.72%
|
|
|
Stonehearth Capital Management, LLC
|
Oct 24, 2025 Q3 2025 |
1,558
shares
|
$311,288
0.12% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
1,540
shares
|
$307,692
0.01% of portfolio
|
Q2 2025
Reduced 30.82%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
1,523
shares
|
$304,295
0.01% of portfolio
|
Q2 2025
Reduced 9.18%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
1,466
shares
|
$292,906
0.01% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
1,368
shares
|
$273,326
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Avant Capital LLC
Lafayette, LA |
Aug 14, 2025 Q2 2025 |
1,277
shares
|
$255,144
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
1,268
shares
|
$253,346
0.01% of portfolio
|
Q2 2025
Reduced 62.12%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
1,220
shares
|
$243,756
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cadence Bank
Tupelo, MS |
Aug 14, 2025 Q2 2025 |
1,200
shares
|
$239,760
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
1,174
shares
|
$234,565
0.02% of portfolio
|
Q2 2025
Reduced 89.21%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
1,156
shares
|
$230,968
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,111
shares
|
$221,977
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,100
shares
|
$219,780
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
1,000
shares
|
$199,800
0.01% of portfolio
|
Q4 2024
Reduced 84.54%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
752
shares
|
$150,249
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
717
shares
|
$143,256
0.12% of portfolio
|
Q3 2025
Added 17.73%
|