Payne Capital LLC Vanguard Wellington Fd U S Mom Transaction History

Payne Capital LLC

$98.6 Billion
Q3 2025

A detailed history of Payne Capital LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Payne Capital LLC holds 14,070 shares of VFMO stock, worth $2.73 Million. This represents 2.73% of its overall portfolio holdings.

Number of Shares

14,070

Holding current value

$2.73 Million

% of portfolio

2.73%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 04, 2025	BUY	$170.68 - $192.95 $2.4 Million - $2.71 Million	14,070 New	14,070 $2.7 Billion

Others Institutions Holding VFMO

# of Institutions

157

Shares Held

3.4M

Call Options Held

Put Options Held

Ritholtz Wealth Management

628K
Shares

$122 Million
2.39% of portfolio
Great Valley Advisor Group, Inc.

349K
Shares

$67.6 Million
1.47% of portfolio
Cetera Investment Advisers Schaumburg, IL

311K
Shares

$60.3 Million
0.1% of portfolio
Strategic Financial Services, Inc, Utica, NY

279K
Shares

$54.2 Million
2.62% of portfolio
Systelligence, LLC

179K
Shares

$34.6 Million
6.34% of portfolio

View Full List

About VANGUARD WELLINGTON FD U S MOM

Ticker VFMO
Sector ETFs
Industry ETFs

More about VFMO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Payne Capital LLC, based on Form 13F filings with the SEC.

News

Stay updated on Payne Capital LLC with notifications on news.

Account

Payne Capital LLC Vanguard Wellington Fd U S Mom Transaction History