Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Davidson Investment Advisors
|
BUY
|
- |
7.48K+ 5.65% |
$1.28M - $1.44M
|
140K
$27.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Davidson Trust CO
|
BUY
|
- |
2.22KNew |
$379K - $428K
|
2.22K
$443K
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.89KNew |
$322K - $364K
|
1.89K
$377K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.47K+ 9.47% |
$251K - $284K
|
17K
$3.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.3K+ 7.27% |
$222K - $251K
|
19.2K
$3.84M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
971+ 68.67% |
$166K - $187K
|
2.39K
$477K
|
|
|
Oct 14, 2025
Q3 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
650+ 0.55% |
$111K - $125K
|
119K
$23.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
421+ 13.04% |
$71.9K - $81.2K
|
3.65K
$729K
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
413+ 2.04% |
$70.5K - $79.7K
|
20.6K
$4.12M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
347+ 17.26% |
$59.2K - $67K
|
2.36K
$471K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
116+ 7.72% |
$19.8K - $22.4K
|
1.62K
$323K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
108+ 17.73% |
$18.4K - $20.8K
|
717
$143K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
100New |
$17.1K - $19.3K
|
100
$20K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
95+ 2.45% |
$16.2K - $18.3K
|
3.97K
$793K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
77+ 3.99% |
$13.1K - $14.9K
|
2.01K
$401K
|
|
|
Oct 20, 2025
Q3 2025
|
Iam Advisory, LLC
|
BUY
|
- |
65+ 0.78% |
$11.1K - $12.5K
|
8.38K
$1.67M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
35+ 16.83% |
$5.97K - $6.75K
|
243
$48.6K
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
BUY
|
- |
29+ 1.79% |
$4.95K - $5.6K
|
1.65K
$329K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-2- 2.86% |
$341 - $386
|
68
$13.6K
|
|
|
Oct 24, 2025
Q3 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-27- 1.7% |
$4.61K - $5.21K
|
1.56K
$311K
|
|
|
Oct 16, 2025
Q3 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-52- 0.2% |
$8.88K - $10K
|
26.2K
$5.24M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-157- 3.11% |
$26.8K - $30.3K
|
4.89K
$978K
|
|
|
Oct 21, 2025
Q3 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-224- 8.63% |
$38.2K - $43.2K
|
2.37K
$474K
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-250- 1.17% |
$42.7K - $48.2K
|
21.1K
$4.21M
|
|
|
Oct 23, 2025
Q3 2025
|
Nova R Wealth, Inc.
|
SELL
|
- |
-315- 2.5% |
$53.8K - $60.8K
|
12.3K
$2.46M
|
|
|
Oct 22, 2025
Q3 2025
|
Riverview Trust CO
|
SELL
|
- |
-328- 13.36% |
$56K - $63.3K
|
2.13K
$425K
|
|
|
Oct 20, 2025
Q3 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-698- 1.44% |
$119K - $135K
|
47.8K
$9.54M
|
|
|
Oct 15, 2025
Q3 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-900- 27.86% |
$154K - $174K
|
2.33K
$466K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-1.23K- 12.59% |
$210K - $238K
|
8.56K
$1.71M
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-8.81K- 17.92% |
$1.5M - $1.7M
|
40.4K
$8.06M
|