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 |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
203
shares
|
$33,379
0.0% of portfolio
|
Q2 2024
Added 9.14%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
203
shares
|
$33,379
0.01% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
160
shares
|
$26,308
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
150
shares
|
$24,664
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
144
shares
|
$23,677
0.0% of portfolio
|
Q4 2024
Added 56.52%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
125
shares
|
$20,553
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
116
shares
|
$19,073
0.0% of portfolio
|
Q3 2024
Reduced 28.4%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
107
shares
|
$17,594
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
100
shares
|
$16,443
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
73
shares
|
$12,003
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
70
shares
|
$11,510
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
48
shares
|
$7,892
0.0% of portfolio
|
Q1 2025
Reduced 93.89%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
40
shares
|
$6,577
0.0% of portfolio
|
Q4 2024
Added 11.11%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Apr 03, 2025 Q1 2025 |
39
shares
|
$6,412
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
32
shares
|
$5,261
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
31
shares
|
$5,097
0.0% of portfolio
|
Q3 2024
Added 29.17%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
28
shares
|
$4,604
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
10
shares
|
$1,644
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
9
shares
|
$1,479
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
3
shares
|
$493
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
2
shares
|
$328
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|