Purchases and Sales Made in Q2 2023 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 Q2 2023. 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
Jul 13, 2023 Q2 2023
Systelligence, LLC

BUY
 -
70.2K
+ 175.06%
$7.66M - $8.51M
110K $18.7M
Aug 14, 2023 Q2 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
39.4K
New
$4.3M - $4.78M
39.4K $6.68M
Jul 14, 2023 Q2 2023
Ritholtz Wealth Management

BUY
 -
25.9K
+ 7.25%
$2.82M - $3.14M
383K $64.9M
Jul 26, 2023 Q2 2023
Lincoln Capital Corp

BUY
 -
25.3K
New
$2.76M - $3.06M
25.3K $4.28M
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
9.07K
+ 256.21%
$989K - $1.1M
12.6K $2.14M
Aug 10, 2023 Q2 2023
Davidson Investment Advisors

BUY
 -
8.3K
+ 11.42%
$905K - $1.01M
80.9K $13.7M
Aug 11, 2023 Q2 2023
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
5.39K
+ 6.94%
$588K - $654K
83.1K $14.1M
Aug 14, 2023 Q2 2023
Toroso Investments, LLC

Massapequa, NY
BUY
 -
5.34K
New
$582K - $647K
5.34K $905K
Aug 14, 2023 Q2 2023
Dark Forest Capital Management LP

Weston, CT
BUY
 -
5.09K
New
$556K - $618K
5.09K $863K
Aug 14, 2023 Q2 2023
Jane Street Group, LLC

New York, NY
BUY
 -
4.9K
New
$535K - $594K
4.9K $830K
Aug 10, 2023 Q2 2023
Strategic Financial Services, Inc,

Utica, NY
BUY
 -
4.45K
+ 1.72%
$485K - $539K
263K $44.6M
Aug 14, 2023 Q2 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
3.14K
New
$343K - $381K
3.14K $532K
Jul 13, 2023 Q2 2023
Cabot Wealth Management Inc

BUY
 -
3.01K
+ 2.38%
$328K - $365K
130K $21.9M
Aug 14, 2023 Q2 2023
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
2.99K
New
$326K - $363K
2.99K $507K
Aug 08, 2023 Q2 2023
Edge Capital Group, LLC

BUY
 -
2.78K
+ 4.39%
$303K - $337K
66.2K $11.2M
Aug 11, 2023 Q2 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
2.72K
New
$296K - $330K
2.72K $461K
Aug 11, 2023 Q2 2023
Ubs Group Ag

BUY
 -
2.12K
+ 29.13%
$231K - $257K
9.39K $1.59M
Jul 07, 2023 Q2 2023
Anderson Hoagland & CO

BUY
 -
2.06K
+ 1.46%
$225K - $250K
143K $24.2M
Aug 04, 2023 Q2 2023
Lincoln National Corp

BUY
 -
1.97K
New
$214K - $238K
1.97K $333K
Jul 27, 2023 Q2 2023
Nova R Wealth, Inc.

BUY
 -
1.69K
+ 13.96%
$184K - $205K
13.8K $2.34M
Aug 14, 2023 Q2 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
1.53K
+ 61.62%
$166K - $185K
4K $678K
Aug 03, 2023 Q2 2023
Armbruster Capital Management, Inc.

BUY
 -
1.5K
+ 4.28%
$164K - $182K
36.5K $6.19M
Aug 11, 2023 Q2 2023
Frisch Financial Group, Inc.

Melville, NY
BUY
 -
1.1K
+ 2.9%
$120K - $133K
39.1K $6.63M
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
825
+ 2.76%
$90K - $100K
30.7K $5.21M
Nov 13, 2023 Q2 2023
Townsquare Capital LLC

BUY
 -
758
+ 33.6%
$82.7K - $91.9K
3.01K $511K
Aug 09, 2023 Q2 2023
Journey Advisory Group, LLC

BUY
 -
679
+ 2.65%
$74.1K - $82.3K
26.3K $4.46M
Aug 11, 2023 Q2 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
525
+ 19.27%
$57.3K - $63.7K
3.25K $551K
Aug 08, 2023 Q2 2023
Geneos Wealth Management Inc.

BUY
 -
238
+ 1.63%
$26K - $28.9K
14.8K $2.51M
Aug 11, 2023 Q2 2023
Kestra Advisory Services, LLC

BUY
 -
168
+ 1.85%
$18.3K - $20.4K
9.27K $1.57M
Aug 14, 2023 Q2 2023
Castleview Partners, LLC

Dallas, TX
BUY
 -
133
New
$14.5K - $16.1K
133 $22.5K
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
111
+ 17.18%
$12.1K - $13.5K
757 $128K
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

BUY
 -
91
+ 2.42%
$9.92K - $11K
3.85K $653K
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
88
+ 1.66%
$9.6K - $10.7K
5.39K $913K
Aug 15, 2023 Q2 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
0
New
$0 - $0
0 $0
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Aug 14, 2023 Q2 2023
Silicon Hills Wealth Management, LLC

Austin, TX
SELL
 -
-1
- 0.03%
$109 - $121
2.99K $507K
May 20, 2024 Q2 2023
Parallel Advisors, LLC

SELL
 -
-10
- 0.52%
$1.09K - $1.21K
1.92K $324K
Aug 04, 2023 Q2 2023
Parallel Advisors, LLC

SELL
 -
-10
- 0.52%
$1.09K - $1.21K
1.92K $324K
Jul 14, 2023 Q2 2023
Clear Creek Financial Management, LLC

SELL
 -
-41
- 1.29%
$4.47K - $4.97K
3.14K $531K
Aug 15, 2023 Q2 2023
Atlas Capital Advisors LLC

San Francisco, CA
SELL
 -
-132
- 42.04%
$14.4K - $16K
182 $30.8K
Aug 09, 2023 Q2 2023
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-160
- 3.12%
$17.4K - $19.4K
4.97K $842K
Aug 03, 2023 Q2 2023
Thoroughbred Financial Services, LLC

SELL
 -
-220
- 10.52%
$24K - $26.7K
1.87K $317K
Aug 07, 2023 Q2 2023
Chicago Partners Investment Group LLC

SELL
 -
-249
- 12.63%
$27.2K - $30.2K
1.72K $292K
Jul 13, 2023 Q2 2023
Tectonic Advisors LLC

Plano, TX
SELL
 -
-409
- 7.85%
$44.6K - $49.6K
4.8K $813K
Aug 04, 2023 Q2 2023
Envestnet Asset Management Inc

SELL
 -
-562
- 0.47%
$61.3K - $68.1K
118K $20M
Jul 12, 2023 Q2 2023
Market Street Wealth Management Advisors LLC

SELL
 -
-1.26K
- 36.7%
$138K - $153K
2.18K $369K
Aug 10, 2023 Q2 2023
Great Valley Advisor Group, Inc.

SELL
 -
-1.59K
- 31.18%
$174K - $193K
3.52K $596K
Jul 26, 2023 Q2 2023
Seed Wealth Management, Inc.

Evanston, IL
SELL
 -
-1.6K
- 33.13%
$174K - $194K
3.23K $547K
Sep 01, 2023 Q2 2023
Portside Wealth Group, LLC

Provo, UT
SELL
 -
-2.26K
- 50.0%
$246K - $274K
2.26K $382K

Track Institutional and Insider Activities on VFMO

Follow VANGUARD WELLINGTON FD U S MOM and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells VFMO shares.

Notify only if

Insider Trading

Get notified when an Vanguard Wellington Fd U S Mom insider buys or sells VFMO shares.

Notify only if

News

Receive news related to VANGUARD WELLINGTON FD U S MOM

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on VFMO