Baird Financial Group, Inc. Vanguard Wellington Fd U S Mom Transaction History

Baird Financial Group, Inc.

$59 Billion
Q3 2025

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Aug 14, 2019	SELL	N/A	-13,769 Closed	0 $0
Q1 2019 May 14, 2019	SELL	N/A	-3,180 Reduced 18.76%	13,769 $1.09 Million
Q4 2018 Feb 14, 2019	BUY	N/A	16,949 New	16,949 $1.16 Million

Others Institutions Holding VFMO

# of Institutions

159

Shares Held

3.67M

Call Options Held

0

Put Options Held

0

Ritholtz Wealth Management

628K
Shares

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

349K
Shares

$67.5 Million
1.47% of portfolio
Cetera Investment Advisers Schaumburg, IL

311K
Shares

$60.3 Million
0.1% of portfolio
Wells Fargo & Company San Francisco, CA

301K
Shares

$58.2 Million
0.01% of portfolio
Strategic Financial Services, Inc, Utica, NY

280K
Shares

$54.3 Million
2.72% of portfolio

About VANGUARD WELLINGTON FD U S MOM

Ticker VFMO
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