Ritholtz Wealth Management Vanguard Wellington Fd U S Mom Transaction History

Ritholtz Wealth Management

$4.45 Billion
Q2 2025

A detailed history of Ritholtz Wealth Management transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Ritholtz Wealth Management holds 597,746 shares of VFMO stock, worth $105 Million. This represents 2.32% of its overall portfolio holdings.

Number of Shares

597,746

Previous 479,873 24.56%

Holding current value

$105 Million

Previous $72.6 Million 41.98%

% of portfolio

2.32%

Previous 2.21%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	BUY	$134.25 - $172.52 $15.8 Million - $20.3 Million	117,873 Added 24.56%	597,746 $103 Million
Q1 2025 Apr 16, 2025	BUY	$147.38 - $176.39 $5.68 Million - $6.8 Million	38,528 Added 8.73%	479,873 $72.6 Million
Q4 2024 Jan 14, 2025	BUY	$159.11 - $178.39 $1.5 Million - $1.69 Million	9,446 Added 2.19%	441,345 $72.5 Million
Q3 2024 Oct 10, 2024	BUY	$141.31 - $161.48 $1.68 Million - $1.92 Million	11,880 Added 2.83%	431,899 $69.5 Million
Q2 2024 Jul 31, 2024	SELL	$138.89 - $152.14 $179,168 - $196,260	-1,290 Reduced 0.31%	420,019 $63.1 Million
Q1 2024 Apr 24, 2024	BUY	$126.46 - $151.44 $67,023 - $80,263	530 Added 0.13%	421,309 $63.7 Million
Q4 2023 Jan 18, 2024	BUY	$105.72 - $133.01 $1.61 Million - $2.03 Million	15,228 Added 3.75%	420,779 $55.2 Million
Q3 2023 Oct 13, 2023	BUY	$111.55 - $125.68 $2.53 Million - $2.85 Million	22,699 Added 5.93%	405,551 $46 Million
Q2 2023 Jul 14, 2023	BUY	$109.06 - $121.25 $2.82 Million - $3.14 Million	25,872 Added 7.25%	382,852 $46.4 Million
Q1 2023 Apr 19, 2023	BUY	$107.11 - $119.52 $1.23 Million - $1.37 Million	11,473 Added 3.32%	356,980 $40.2 Million
Q4 2022 Jan 18, 2023	SELL	$108.83 - $121.93 $878,693 - $984,462	-8,074 Reduced 2.28%	345,507 $0
Q3 2022 Oct 18, 2022	BUY	$104.03 - $120.94 $5.18 Million - $6.03 Million	49,827 Added 16.4%	353,581 $37.4 Million
Q2 2022 Jul 15, 2022	BUY	$105.22 - $127.46 $1.03 Million - $1.25 Million	9,828 Added 3.34%	303,754 $32.4 Million
Q1 2022 Apr 14, 2022	BUY	$115.65 - $134.15 $2.97 Million - $3.45 Million	25,685 Added 9.58%	293,926 $37.2 Million
Q4 2021 Jan 18, 2022	SELL	$126.53 - $142.48 $48,207 - $54,284	-381 Reduced 0.14%	268,241 $35.7 Million
Q3 2021 Oct 14, 2021	BUY	$122.04 - $134.35 $32.8 Million - $36.1 Million	268,622 New	268,622 $34.6 Million

Others Institutions Holding VFMO

# of Institutions

151

Shares Held

3.39M

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

News

Stay updated on Ritholtz Wealth Management with notifications on news.

Account

Ritholtz Wealth Management Vanguard Wellington Fd U S Mom Transaction History