Purchases and Sales Made in Q3 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 Q3 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
Oct 10, 2023 Q3 2023
Symmetry Partners, LLC

BUY
 -
66.7K
New
$7.44M - $8.38M
66.7K $10.8M
Oct 13, 2023 Q3 2023
Ritholtz Wealth Management

BUY
 -
22.7K
+ 5.93%
$2.53M - $2.85M
406K $65.8M
Nov 08, 2023 Q3 2023
Davidson Investment Advisors

BUY
 -
15K
+ 18.54%
$1.67M - $1.88M
95.9K $15.6M
Nov 06, 2023 Q3 2023
Great Valley Advisor Group, Inc.

BUY
 -
10.1K
+ 286.08%
$1.12M - $1.27M
13.6K $2.2M
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
7.34K
+ 58.18%
$818K - $922K
19.9K $3.24M
Oct 24, 2023 Q3 2023
Blb&B Advisors, LLC

BUY
 -
7.25K
New
$809K - $911K
7.25K $1.18M
Nov 06, 2023 Q3 2023
Strategic Financial Services, Inc,

Utica, NY
BUY
 -
5.78K
+ 2.19%
$644K - $726K
269K $43.7M
Nov 15, 2023 Q3 2023
Journey Advisory Group, LLC

BUY
 -
4.03K
+ 15.31%
$450K - $507K
30.4K $4.93M
Nov 02, 2023 Q3 2023
Lincoln Capital Corp

BUY
 -
3.3K
+ 13.08%
$369K - $415K
28.6K $4.63M
Nov 13, 2023 Q3 2023
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
3.08K
New
$344K - $387K
3.08K $500K
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

BUY
 -
2.32K
+ 1.97%
$259K - $292K
120K $19.5M
Nov 14, 2023 Q3 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
1.88K
New
$210K - $237K
1.88K $305K
Oct 27, 2023 Q3 2023
Gsg Advisors LLC

Mount Laurel, NJ
BUY
 -
1.84K
New
$205K - $231K
1.84K $298K
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
1.65K
+ 5.35%
$184K - $207K
32.4K $5.25M
Nov 08, 2023 Q3 2023
Thoroughbred Financial Services, LLC

BUY
 -
1.06K
+ 56.73%
$118K - $133K
2.93K $476K
Nov 13, 2023 Q3 2023
Edge Capital Group, LLC

BUY
 -
505
+ 0.76%
$56.3K - $63.5K
66.7K $10.8M
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
460
+ 8.53%
$51.3K - $57.8K
5.85K $949K
Nov 15, 2023 Q3 2023
Townsquare Capital LLC

BUY
 -
411
+ 13.64%
$45.8K - $51.7K
3.43K $556K
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

BUY
 -
365
+ 3.94%
$40.7K - $45.9K
9.63K $1.56M
Nov 13, 2023 Q3 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
303
+ 11.15%
$33.8K - $38.1K
3.02K $490K
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
171
+ 4.44%
$19.1K - $21.5K
4.03K $653K
Oct 16, 2023 Q3 2023
Norwood Financial Corp

BUY
 -
120
+ 5.71%
$13.4K - $15.1K
2.22K $361K
Oct 26, 2023 Q3 2023
Cabot Wealth Management Inc

BUY
 -
86
+ 0.07%
$9.59K - $10.8K
130K $21M
Oct 26, 2023 Q3 2023
Graypoint LLC

BUY
 -
20
+ 0.54%
$2.23K - $2.51K
3.71K $602K
Nov 03, 2023 Q3 2023
Lincoln National Corp

BUY
 -
2
+ 0.1%
$223 - $251
1.97K $319K
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
BUY
 -
1
+ 20.0%
$112 - $126
6 $973
Nov 13, 2023 Q3 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
1
New
$112 - $126
1 $162
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
1
+ 0.13%
$112 - $126
758 $123K
Oct 30, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 18, 2023 Q3 2023
Nova R Wealth, Inc.

SELL
 -
-40
- 0.29%
$4.46K - $5.03K
13.8K $2.23M
Oct 23, 2023 Q3 2023
Clear Creek Financial Management, LLC

SELL
 -
-67
- 2.14%
$7.47K - $8.42K
3.07K $498K
Nov 14, 2023 Q3 2023
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-209
- 4.21%
$23.3K - $26.3K
4.76K $772K
Oct 17, 2023 Q3 2023
Armbruster Capital Management, Inc.

SELL
 -
-225
- 0.62%
$25.1K - $28.3K
36.3K $5.89M
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-248
- 6.2%
$27.7K - $31.2K
3.75K $609K
Nov 14, 2023 Q3 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
SELL
 -
-316
- 9.72%
$35.2K - $39.7K
2.93K $476K
Oct 23, 2023 Q3 2023
Tectonic Advisors LLC

Plano, TX
SELL
 -
-327
- 6.81%
$36.5K - $41.1K
4.47K $726K
Oct 27, 2023 Q3 2023
Portside Wealth Group, LLC

Provo, UT
SELL
 -
-453
- 20.08%
$50.5K - $56.9K
1.8K $292K
Nov 09, 2023 Q3 2023
Ubs Group Ag

SELL
 -
-530
- 5.65%
$59.1K - $66.6K
8.86K $1.44M
Oct 11, 2023 Q3 2023
Geneos Wealth Management Inc.

SELL
 -
-667
- 4.5%
$74.4K - $83.8K
14.2K $2.3M
Nov 14, 2023 Q3 2023
Jane Street Group, LLC

New York, NY
SELL
 -
-2.21K
- 45.05%
$246K - $278K
2.69K $437K
Oct 24, 2023 Q3 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-2.64K
- 8.41%
$294K - $332K
28.7K $4.66M
Nov 14, 2023 Q3 2023
Royal Bank Of Canada

Toronto, A6
SELL
 -
-2.76K
- 20.34%
$308K - $347K
10.8K $1.75M
Oct 10, 2023 Q3 2023
Anderson Hoagland & CO

SELL
 -
-2.82K
- 1.97%
$314K - $354K
140K $22.7M
Nov 02, 2023 Q3 2023
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

SELL
 -
-4.31K
- 5.19%
$481K - $542K
78.8K $12.8M
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

SELL
 -
-4.4K
- 63.44%
$490K - $552K
2.53K $411K
Nov 14, 2023 Q3 2023
Frisch Financial Group, Inc.

Melville, NY
SELL
 -
-11.3K
- 28.86%
$1.26M - $1.42M
27.8K $4.51M
Oct 18, 2023 Q3 2023
Umb Bank, N.A.

SELL
 -
-23.5K
- 46.11%
$2.62M - $2.95M
27.5K $4.45M
Nov 13, 2023 Q3 2023
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-27.5K
- 69.76%
$3.07M - $3.46M
11.9K $1.93M

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