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 $2.61 Million. This represents 2.73% of its overall portfolio holdings.

Number of Shares

14,070

Holding current value

$2.61 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

158

Shares Held

3.41M

Call Options Held

Put Options Held

Ritholtz Wealth Management

628K
Shares

$116 Million
2.39% of portfolio
Great Valley Advisor Group, Inc.

343K
Shares

$63.6 Million
1.47% of portfolio
Wells Fargo & Company San Francisco, CA

301K
Shares

$55.7 Million
0.01% of portfolio
Strategic Financial Services, Inc, Utica, NY

280K
Shares

$51.9 Million
2.72% of portfolio
Davidson Investment Advisors

140K
Shares

$25.9 Million
1.19% of portfolio

View Full List

About VANGUARD WELLINGTON FD U S MOM

Ticker VFMO
Sector ETFs
Industry ETFs

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Payne Capital LLC Vanguard Wellington Fd U S Mom Transaction History