O'Shaughnessy Asset Management, LLC Vanguard Wellington Fd U S Mom Transaction History

O'Shaughnessy Asset Management, LLC

$14.2 Billion
Q2 2025

A detailed history of O'Shaughnessy Asset Management, LLC transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, O'Shaughnessy Asset Management, LLC holds 3,884 shares of VFMO stock, worth $723,433. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,884

Previous 3,373 15.15%

Holding current value

$723,433

Previous $511,000 31.12%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	BUY	$134.25 - $172.52 $68,601 - $88,157	511 Added 15.15%	3,884 $670,000
Q1 2025 May 13, 2025	BUY	$147.38 - $176.39 $180,098 - $215,548	1,222 Added 56.81%	3,373 $511,000
Q4 2024 Feb 12, 2025	BUY	$159.11 - $178.39 $21,479 - $24,082	135 Added 6.7%	2,151 $353,000
Q3 2024 Nov 12, 2024	BUY	$141.31 - $161.48 $36,740 - $41,984	260 Added 14.81%	2,016 $324,000
Q2 2024 Aug 14, 2024	BUY	$138.89 - $152.14 $243,890 - $267,157	1,756 New	1,756 $263,000
Q3 2023 Nov 13, 2023	BUY	$111.55 - $125.68 $33,799 - $38,081	303 Added 11.15%	3,021 $342,000
Q2 2023 Aug 11, 2023	BUY	$109.06 - $121.25 $296,425 - $329,557	2,718 New	2,718 $329,000

Others Institutions Holding VFMO

# of Institutions

151

Shares Held

3.38M

Call Options Held

Put Options Held

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About VANGUARD WELLINGTON FD U S MOM

Ticker VFMO
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O'Shaughnessy Asset Management, LLC Vanguard Wellington Fd U S Mom Transaction History