Purchases and Sales Made in Q1 2022 in Vanguard Wellington Fd U S Mom (VFMO)

VFMO Quotes by TradingView

This table provides information about the institutional ownership of Vanguard Wellington Fd U S Mom (VFMO) during Q1 2022. The information is specifically focused on institutions that hold shares of VANGUARD WELLINGTON FD U S MOM.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 13, 2022 Q1 2022
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
41.5K
New
$4.8M - $5.57M
41.5K $7.03M
Apr 14, 2022 Q1 2022
Cabot Wealth Management Inc

BUY
 -
36.1K
New
$4.18M - $4.84M
36.1K $6.12M
Apr 14, 2022 Q1 2022
Ritholtz Wealth Management

BUY
 -
25.7K
+ 9.58%
$2.97M - $3.45M
294K $49.8M
May 17, 2022 Q1 2022
Jane Street Group, LLC

New York, NY
BUY
 -
23.5K
+ 89.29%
$2.72M - $3.15M
49.8K $8.44M
Apr 26, 2022 Q1 2022
Strategic Financial Services, Inc,

Utica, NY
BUY
 -
13.7K
+ 6.79%
$1.59M - $1.84M
216K $36.5M
May 05, 2022 Q1 2022
Armbruster Capital Management, Inc.

BUY
 -
12.2K
+ 85.41%
$1.41M - $1.63M
26.4K $4.47M
May 12, 2022 Q1 2022
Davidson Investment Advisors

BUY
 -
7.07K
+ 25.84%
$817K - $948K
34.4K $5.83M
May 04, 2022 Q1 2022
Envestnet Asset Management Inc

BUY
 -
5.54K
+ 4.53%
$641K - $743K
128K $21.7M
May 03, 2022 Q1 2022
Edge Capital Group, LLC

BUY
 -
4.54K
+ 12.9%
$525K - $609K
39.7K $6.73M
May 16, 2022 Q1 2022
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
3.57K
New
$413K - $479K
3.57K $606K
May 16, 2022 Q1 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
994
+ 6.18%
$115K - $133K
17.1K $2.89M
May 04, 2022 Q1 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
865
+ 59.17%
$100K - $116K
2.33K $394K
Apr 26, 2022 Q1 2022
Kestra Advisory Services, LLC

BUY
 -
397
+ 7.46%
$45.9K - $53.3K
5.72K $969K
Jun 01, 2022 Q1 2022
City State Bank

Norwalk, IA
BUY
 -
100
New
$11.6K - $13.4K
100 $16.9K
May 16, 2022 Q1 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
36
+ 1800.0%
$4.16K - $4.83K
38 $6.44K
May 16, 2022 Q1 2022
Cibc Private Wealth Group, LLC

BUY
 -
33
New
$3.82K - $4.43K
33 $5.59K
May 16, 2022 Q1 2022
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
21
+ 0.28%
$2.43K - $2.82K
7.56K $1.28M
Apr 28, 2022 Q1 2022
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
18
New
$2.08K - $2.41K
18 $3.05K
May 05, 2022 Q1 2022
Uma Financial Services, Inc.

BUY
 -
16
+ 0.87%
$1.85K - $2.15K
1.86K $315K
May 20, 2022 Q1 2022
Chicago Partners Investment Group LLC

BUY
 -
8
+ 0.2%
$925 - $1.07K
4.08K $690K
May 09, 2022 Q1 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
May 27, 2022 Q1 2022
Beaird Harris Wealth Management, LLC

Dallas, TX
SELL
 -
-1
Closed
$116 - $134
0 $0
Apr 22, 2022 Q1 2022
Tillar Wenstrup Advisors, LLC

SELL
 -
-12
- 0.35%
$1.39K - $1.61K
3.39K $575K
Apr 25, 2022 Q1 2022
Norwood Financial Corp

SELL
 -
-16
- 0.38%
$1.85K - $2.15K
4.22K $716K
May 16, 2022 Q1 2022
Lpl Financial LLC

Fort Mill, SC
SELL
 -
-64
- 1.61%
$7.4K - $8.59K
3.9K $661K
May 11, 2022 Q1 2022
Comprehensive Financial Consultants Institutional, Inc.

Bloomington, IN
SELL
 -
-72
Closed
$8.33K - $9.66K
0 $0
May 13, 2022 Q1 2022
Silicon Hills Wealth Management, LLC

Austin, TX
SELL
 -
-129
- 6.41%
$14.9K - $17.3K
1.89K $319K
May 16, 2022 Q1 2022
Avant Capital LLC

Lafayette, LA
SELL
 -
-155
- 7.04%
$17.9K - $20.8K
2.05K $347K
May 16, 2022 Q1 2022
Snowden Capital Advisors LLC

New York, NY
SELL
 -
-215
Closed
$24.9K - $28.8K
0 $0
Apr 22, 2022 Q1 2022
Umb Bank, N.A.

SELL
 -
-393
- 0.85%
$45.5K - $52.7K
45.9K $7.78M
May 04, 2022 Q1 2022
Prospera Financial Services Inc

SELL
 -
-480
- 9.78%
$55.5K - $64.4K
4.43K $750K
May 10, 2022 Q1 2022
First Horizon Advisors, Inc.

SELL
 -
-529
Closed
$61.2K - $71K
0 $0
May 11, 2022 Q1 2022
Atlas Capital Advisors LLC

San Francisco, CA
SELL
 -
-998
- 31.45%
$115K - $134K
2.18K $369K
Apr 12, 2022 Q1 2022
Anderson Hoagland & CO

SELL
 -
-1.1K
- 1.36%
$127K - $148K
79.6K $13.5M
May 16, 2022 Q1 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
SELL
 -
-1.89K
- 48.44%
$218K - $253K
2.01K $341K
Apr 28, 2022 Q1 2022
Ahrens Investment Partners LLC

SELL
 -
-2.35K
- 90.73%
$272K - $315K
240 $40.7K
Apr 15, 2022 Q1 2022
Fulcrum Equity Management

SELL
 -
-2.38K
Closed
$275K - $319K
0 $0
May 12, 2022 Q1 2022
Davidson Trust CO

SELL
 -
-2.8K
Closed
$324K - $376K
0 $0
May 12, 2022 Q1 2022
Cambridge Investment Research Advisors, Inc.

SELL
 -
-3.17K
- 42.6%
$366K - $425K
4.27K $724K
May 16, 2022 Q1 2022
Bank Of America Corp

Charlotte, NC
SELL
 -
-5.3K
- 83.2%
$613K - $711K
1.07K $181K
May 16, 2022 Q1 2022
Goldman Sachs Group Inc

New York, NY
SELL
 -
-5.69K
Closed
$658K - $763K
0 $0
May 16, 2022 Q1 2022
Barclays PLC

London, X0
SELL
 -
-5.75K
Closed
$664K - $771K
0 $0
May 11, 2022 Q1 2022
Jpmorgan Chase & CO

New York, NY
SELL
 -
-5.77K
Closed
$668K - $774K
0 $0
May 16, 2022 Q1 2022
Ubs Group Ag

SELL
 -
-5.95K
Closed
$688K - $798K
0 $0
May 16, 2022 Q1 2022
Geneos Wealth Management Inc.

SELL
 -
-14.4K
Closed
$1.67M - $1.94M
0 $0
Apr 19, 2022 Q1 2022
Graypoint LLC

SELL
 -
-15.9K
- 81.13%
$1.84M - $2.13M
3.69K $626K
May 04, 2022 Q1 2022
Newfound Research LLC

SELL
 -
-17.1K
- 32.85%
$1.97M - $2.29M
34.9K $5.91M
Apr 11, 2022 Q1 2022
Richard P Slaughter Associates Inc

SELL
 -
-28.5K
Closed
$3.3M - $3.83M
0 $0

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