Purchases and Sales Made in Q1 2024 in Vanguard Wellington Fd U S Mom (VFMO)
This table provides information about the institutional ownership of Vanguard Wellington Fd U S Mom (VFMO) during Q1 2024. 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, 2024
Q1 2024
|
Davidson Investment Advisors
|
BUY
|
- |
87.8K+ 75.97% |
$11.1M - $13.3M
|
203K
$33M
|
|
|
Apr 24, 2024
Q1 2024
|
Win Advisors, Inc
|
BUY
|
- |
49.7KNew |
$6.28M - $7.52M
|
49.7K
$8.06M
|
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
9.31K+ 14.5% |
$1.18M - $1.41M
|
73.5K
$11.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Iam Advisory, LLC
|
BUY
|
- |
8.08KNew |
$1.02M - $1.22M
|
8.08K
$1.31M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
7.99KNew |
$1.01M - $1.21M
|
7.99K
$1.3M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7.53K+ 42.84% |
$952K - $1.14M
|
25.1K
$4.07M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.29KNew |
$668K - $801K
|
5.29K
$857K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.85K+ 108.62% |
$613K - $734K
|
9.31K
$1.51M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
4.32KNew |
$546K - $654K
|
4.32K
$701K
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.72KNew |
$470K - $563K
|
3.72K
$603K
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
3.35K+ 108.74% |
$423K - $507K
|
6.42K
$1.04M
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
3.22KNew |
$407K - $488K
|
3.22K
$522K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.49K+ 51.06% |
$315K - $377K
|
7.37K
$1.2M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.4KNew |
$303K - $363K
|
2.4K
$389K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.22KNew |
$281K - $337K
|
2.22K
$361K
|
|
|
Apr 10, 2024
Q1 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
1.98K+ 2.43% |
$251K - $300K
|
83.4K
$13.5M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.89KNew |
$239K - $286K
|
1.89K
$306K
|
|
|
May 07, 2024
Q1 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
1.86K+ 0.68% |
$236K - $282K
|
277K
$44.9M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.78K+ 34.49% |
$225K - $269K
|
6.93K
$1.12M
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
1.72KNew |
$217K - $260K
|
1.72K
$278K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.67K+ 4.51% |
$211K - $253K
|
38.7K
$6.28M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.6K+ 106.05% |
$202K - $242K
|
3.1K
$503K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.56K+ 29.24% |
$197K - $236K
|
6.9K
$1.12M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.5KNew |
$190K - $228K
|
1.5K
$244K
|
|
|
Apr 11, 2024
Q1 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
1.37K+ 1.0% |
$173K - $207K
|
139K
$22.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.19K+ 66.48% |
$151K - $181K
|
2.99K
$484K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.1K+ 47.81% |
$139K - $167K
|
3.4K
$552K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.1K+ 26.64% |
$139K - $166K
|
5.22K
$846K
|
|
|
Apr 15, 2024
Q1 2024
|
Lincoln Capital Corp
|
BUY
|
- |
775+ 2.35% |
$98K - $117K
|
33.7K
$5.46M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
683+ 704.12% |
$86.4K - $103K
|
780
$127K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
683+ 704.12% |
$86.4K - $103K
|
780
$127K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
530+ 0.13% |
$67K - $80.3K
|
421K
$68.3M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
500New |
$63.2K - $75.7K
|
500
$81.1K
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
482+ 1.46% |
$61K - $73K
|
33.5K
$5.44M
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
447New |
$56.5K - $67.7K
|
447
$72.5K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
404+ 4.19% |
$51.1K - $61.2K
|
10K
$1.63M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
365New |
$46.2K - $55.3K
|
365
$59.2K
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
272+ 3.43% |
$34.4K - $41.2K
|
8.19K
$1.33M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
245+ 2.3% |
$31K - $37.1K
|
10.9K
$1.76M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
202New |
$25.5K - $30.6K
|
202
$32.8K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
186New |
$23.5K - $28.2K
|
186
$30.2K
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
168+ 5.2% |
$21.2K - $25.4K
|
3.4K
$551K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
132+ 253.85% |
$16.7K - $20K
|
184
$29.8K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$12.6K - $15.1K
|
100
$16.2K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
89+ 2.98% |
$11.3K - $13.5K
|
3.08K
$500K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
70+ 2.32% |
$8.85K - $10.6K
|
3.09K
$501K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
39New |
$4.93K - $5.91K
|
39
$6.33K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
21New |
$2.66K - $3.18K
|
21
$3.41K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
20New |
$2.53K - $3.03K
|
20
$3.24K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
16+ 0.38% |
$2.02K - $2.42K
|
4.24K
$688K
|