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

156

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

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Payne Capital LLC Vanguard Wellington Fd U S Mom Transaction History