Purchases and Sales Made in Q2 2025 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 Q2 2025. 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 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
118K+ 24.56% |
$15.8M - $20.3M
|
598K
$105M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
36.5K+ 51.5% |
$4.91M - $6.31M
|
108K
$18.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Systelligence, LLC
|
BUY
|
- |
33.2K+ 22.85% |
$4.46M - $5.73M
|
179K
$31.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21.1K+ 7.3% |
$2.84M - $3.65M
|
311K
$54.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.7K+ 14.49% |
$1.56M - $2.01M
|
92.1K
$16.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
11.3K+ 89.59% |
$1.52M - $1.95M
|
23.9K
$4.19M
|
|
|
Aug 01, 2025
Q2 2025
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
10K+ 3.71% |
$1.34M - $1.72M
|
279K
$49M
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
7.56K+ 18.48% |
$1.01M - $1.3M
|
48.4K
$8.49M
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
6.52KNew |
$875K - $1.12M
|
6.52K
$1.14M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
6.52KNew |
$875K - $1.12M
|
6.52K
$1.14M
|
|
|
Jul 28, 2025
Q2 2025
|
Davidson Investment Advisors
|
BUY
|
- |
4.97K+ 3.9% |
$667K - $857K
|
132K
$23.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.93K+ 28.13% |
$528K - $678K
|
17.9K
$3.14M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.87KNew |
$520K - $668K
|
3.87K
$679K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.37K+ 134.28% |
$318K - $409K
|
4.14K
$725K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.35K+ 138.24% |
$315K - $405K
|
4.04K
$709K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
1.62KNew |
$217K - $279K
|
1.62K
$284K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.41KNew |
$190K - $244K
|
1.41K
$248K
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
BUY
|
- |
1.37KNew |
$184K - $236K
|
1.37K
$240K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.16KNew |
$155K - $199K
|
1.16K
$203K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.11KNew |
$149K - $192K
|
1.11K
$195K
|
|
|
Jul 31, 2025
Q2 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
991+ 0.93% |
$133K - $171K
|
108K
$18.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
731+ 10.07% |
$98.1K - $126K
|
7.99K
$1.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
609New |
$81.8K - $105K
|
609
$107K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
602+ 3.07% |
$80.8K - $104K
|
20.2K
$3.54M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
545+ 39.41% |
$73.2K - $94K
|
1.93K
$338K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
504+ 11.42% |
$67.7K - $87K
|
4.92K
$862K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
481+ 34.28% |
$64.6K - $83K
|
1.88K
$330K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
470+ 5.04% |
$63.1K - $81.1K
|
9.79K
$1.72M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
360+ 31.52% |
$48.3K - $62.1K
|
1.5K
$263K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
358+ 5.09% |
$48.1K - $61.8K
|
7.39K
$1.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
339+ 464.38% |
$45.5K - $58.5K
|
412
$72.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
303+ 10.36% |
$40.7K - $52.3K
|
3.23K
$566K
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
BUY
|
- |
245+ 0.94% |
$32.9K - $42.3K
|
26.3K
$4.61M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
127+ 6.95% |
$17K - $21.9K
|
1.96K
$343K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
107New |
$14.4K - $18.5K
|
107
$18.8K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
89+ 0.91% |
$11.9K - $15.4K
|
9.92K
$1.74M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
64+ 1.21% |
$8.59K - $11K
|
5.37K
$941K
|
|
|
Jul 24, 2025
Q2 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
56+ 0.59% |
$7.52K - $9.66K
|
9.48K
$1.66M
|
|
|
Jul 17, 2025
Q2 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
28+ 0.22% |
$3.76K - $4.83K
|
12.6K
$2.21M
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
5+ 0.25% |
$671 - $863
|
2.03K
$356K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5+ 0.08% |
$671 - $863
|
6.42K
$1.12M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3+ 0.15% |
$403 - $518
|
2.07K
$363K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2+ 0.14% |
$269 - $345
|
1.47K
$257K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
1+ 2.5% |
$134 - $173
|
41
$7.19K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-3- 6.25% |
$403 - $518
|
45
$7.89K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-7- 0.35% |
$940 - $1.21K
|
2.01K
$352K
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-21- 1.14% |
$2.82K - $3.62K
|
1.81K
$318K
|
|
|
Jul 08, 2025
Q2 2025
|
Iam Advisory, LLC
|
SELL
|
- |
-38- 0.46% |
$5.1K - $6.56K
|
8.31K
$1.46M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-110- 4.9% |
$14.8K - $19K
|
2.14K
$374K
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-115- 3.1% |
$15.4K - $19.8K
|
3.59K
$629K
|