Cabot Wealth Management Inc Vanguard Wellington Fd U S Mom Transaction History

Cabot Wealth Management Inc

$836 Million
Q2 2025

A detailed history of Cabot Wealth Management Inc transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Cabot Wealth Management Inc holds 107,961 shares of VFMO stock, worth $20.9 Million. This represents 2.23% of its overall portfolio holdings.

Number of Shares

107,961

Previous 106,970 0.93%

Holding current value

$20.9 Million

Previous $16.2 Million 14.77%

% of portfolio

2.23%

Previous 2.08%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 31, 2025	BUY	$134.25 - $172.52 $133,041 - $170,967	991 Added 0.93%	107,961 $18.6 Million
Q1 2025 Apr 21, 2025	SELL	$147.38 - $176.39 $480,606 - $575,207	-3,261 Reduced 2.96%	106,970 $16.2 Million
Q4 2024 Feb 03, 2025	SELL	$159.11 - $178.39 $580,433 - $650,766	-3,648 Reduced 3.2%	110,231 $18.1 Million
Q3 2024 Oct 15, 2024	SELL	$141.31 - $161.48 $287,283 - $328,288	-2,033 Reduced 1.75%	113,879 $18.3 Million
Q2 2024 Jul 12, 2024	SELL	$138.89 - $152.14 $1.6 Million - $1.75 Million	-11,509 Reduced 9.03%	115,912 $17.4 Million
Q1 2024 May 02, 2024	SELL	$126.46 - $151.44 $207,647 - $248,664	-1,642 Reduced 1.27%	127,421 $19.3 Million
Q4 2023 Feb 12, 2024	SELL	$105.72 - $133.01 $56,560 - $71,160	-535 Reduced 0.41%	129,063 $16.9 Million
Q3 2023 Oct 26, 2023	BUY	$111.55 - $125.68 $9,593 - $10,808	86 Added 0.07%	129,598 $14.7 Million
Q2 2023 Jul 13, 2023	BUY	$109.06 - $121.25 $328,270 - $364,962	3,010 Added 2.38%	129,512 $15.7 Million
Q1 2023 Apr 20, 2023	BUY	$107.11 - $119.52 $190,441 - $212,506	1,778 Added 1.43%	126,502 $14.2 Million
Q4 2022 Jan 31, 2023	BUY	$108.83 - $121.93 $568,963 - $637,450	5,228 Added 4.38%	124,724 $14.2 Million
Q3 2022 Oct 19, 2022	BUY	$104.03 - $120.94 $2.26 Million - $2.62 Million	21,701 Added 22.19%	119,496 $12.6 Million
Q2 2022 Aug 01, 2022	BUY	$105.22 - $127.46 $6.49 Million - $7.86 Million	61,684 Added 170.82%	97,795 $10.4 Million
Q1 2022 Apr 14, 2022	BUY	$115.65 - $134.15 $4.18 Million - $4.84 Million	36,111 New	36,111 $4.57 Million

Others Institutions Holding VFMO

# of Institutions

151

Shares Held

3.38M

Call Options Held

Put Options Held

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 Cabot Wealth Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Cabot Wealth Management Inc with notifications on news.

Account

Cabot Wealth Management Inc Vanguard Wellington Fd U S Mom Transaction History