Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
265K+ 4627.1% |
$42.1M - $47.2M
|
270K
$40.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
67.4KNew |
$10.7M - $12M
|
67.4K
$10.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24.8K+ 40.68% |
$3.95M - $4.42M
|
85.8K
$13M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
22.4K+ 40.44% |
$3.57M - $4M
|
77.8K
$11.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Systelligence, LLC
|
BUY
|
- |
21.4K+ 28.77% |
$3.41M - $3.82M
|
96K
$14.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
20.8KNew |
$3.3M - $3.7M
|
20.8K
$3.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
12.7K+ 536.86% |
$2.03M - $2.27M
|
15.1K
$2.29M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
11.4KNew |
$1.81M - $2.03M
|
11.4K
$1.72M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
9.45K+ 2.19% |
$1.5M - $1.69M
|
441K
$66.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
9.01KNew |
$1.43M - $1.61M
|
9.01K
$1.36M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
8.75KNew |
$1.39M - $1.56M
|
8.75K
$1.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
8.38KNew |
$1.33M - $1.49M
|
8.38K
$1.27M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.75K+ 322.68% |
$1.23M - $1.38M
|
10.2K
$1.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.54KNew |
$722K - $810K
|
4.54K
$687K
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
4.35K+ 101.99% |
$692K - $775K
|
8.61K
$1.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.22K+ 541.15% |
$672K - $753K
|
5K
$757K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.69KNew |
$587K - $658K
|
3.69K
$558K
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.79K+ 71.42% |
$445K - $498K
|
6.71K
$1.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.37KNew |
$376K - $422K
|
2.37K
$358K
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
2.31KNew |
$367K - $412K
|
2.31K
$349K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.29KNew |
$365K - $409K
|
2.29K
$347K
|
|
|
Feb 24, 2025
Q4 2024
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
2.26KNew |
$360K - $403K
|
2.26K
$342K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.18K+ 120.48% |
$346K - $388K
|
3.98K
$603K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.14KNew |
$341K - $382K
|
2.14K
$324K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.07K+ 16.49% |
$330K - $369K
|
14.6K
$2.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.06K+ 81.07% |
$327K - $367K
|
4.59K
$695K
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.86KNew |
$296K - $332K
|
1.86K
$282K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.86KNew |
$296K - $332K
|
1.86K
$282K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.53K+ 12.58% |
$243K - $272K
|
13.7K
$2.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.36KNew |
$216K - $242K
|
1.36K
$206K
|
|
|
Feb 11, 2025
Q4 2024
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
1.32KNew |
$209K - $235K
|
1.32K
$199K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.29K+ 24.34% |
$205K - $230K
|
6.59K
$998K
|
|
|
Feb 05, 2025
Q4 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
1.17K+ 1.38% |
$185K - $208K
|
85.6K
$13M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.05K+ 25.47% |
$167K - $187K
|
5.18K
$784K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
892+ 32.65% |
$142K - $159K
|
3.62K
$549K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
798+ 31.82% |
$127K - $142K
|
3.31K
$500K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
757+ 33.03% |
$120K - $135K
|
3.05K
$461K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
741+ 4.09% |
$118K - $132K
|
18.8K
$2.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
652+ 19.19% |
$104K - $116K
|
4.05K
$613K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
634New |
$101K - $113K
|
634
$96K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
581+ 15.99% |
$92.4K - $104K
|
4.22K
$638K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
532+ 23.39% |
$84.6K - $94.9K
|
2.81K
$425K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
439New |
$69.8K - $78.3K
|
439
$66.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
422+ 7.31% |
$67.1K - $75.3K
|
6.19K
$937K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
375New |
$59.7K - $66.9K
|
375
$56.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
359+ 8.31% |
$57.1K - $64K
|
4.68K
$708K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
346+ 26.05% |
$55.1K - $61.7K
|
1.67K
$253K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
306+ 24.27% |
$48.7K - $54.6K
|
1.57K
$237K
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
207+ 15.73% |
$32.9K - $36.9K
|
1.52K
$231K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
202New |
$32.1K - $36K
|
202
$30.6K
|