Latest Institutional Transactions on Vanguard Wellington Fd U S Mom (VFMO)
This table provides information on the latest institutional transactions involving Vanguard Wellington Fd U S Mom (VFMO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
500New |
$63.2K - $75.7K
|
500
$75.1K
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.6K+ 106.05% |
$202K - $242K
|
3.1K
$465K
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
272+ 3.43% |
$34.4K - $41.2K
|
8.19K
$1.23M
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
4.32KNew |
$546K - $654K
|
4.32K
$649K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
404+ 4.19% |
$51.1K - $61.2K
|
10K
$1.51M
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.56K+ 29.24% |
$197K - $236K
|
6.9K
$1.04M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
683+ 704.12% |
$86.4K - $103K
|
780
$117K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
186New |
$23.5K - $28.2K
|
186
$27.9K
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
168+ 5.2% |
$21.2K - $25.4K
|
3.4K
$511K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.35K- 32.57% |
$423K - $507K
|
6.93K
$1.04M
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
89+ 2.98% |
$11.3K - $13.5K
|
3.08K
$463K
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.72KNew |
$470K - $563K
|
3.72K
$559K
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.29KNew |
$668K - $801K
|
5.29K
$794K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
202New |
$25.5K - $30.6K
|
202
$30.3K
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
3.22KNew |
$407K - $488K
|
3.22K
$484K
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.49K+ 51.06% |
$315K - $377K
|
7.37K
$1.11M
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.54K- 18.56% |
$195K - $233K
|
6.76K
$1.02M
|
|
May 13, 2024
Q1 2024
|
Davidson Investment Advisors
|
BUY
|
- |
87.8K+ 75.97% |
$11.1M - $13.3M
|
203K
$30.5M
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.4KNew |
$303K - $363K
|
2.4K
$360K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.73K- 1.57% |
$219K - $262K
|
109K
$16.4M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
245+ 2.3% |
$31K - $37.1K
|
10.9K
$1.63M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$126 - $151
|
1
$150
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.67K+ 4.51% |
$211K - $253K
|
38.7K
$5.81M
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-298- 8.72% |
$37.7K - $45.1K
|
3.12K
$469K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.85K+ 108.62% |
$613K - $734K
|
9.31K
$1.4M
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
16+ 0.38% |
$2.02K - $2.42K
|
4.24K
$637K
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
482+ 1.46% |
$61K - $73K
|
33.5K
$5.04M
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.89KNew |
$239K - $286K
|
1.89K
$284K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-8.19K- 43.12% |
$1.04M - $1.24M
|
10.8K
$1.62M
|
|
May 07, 2024
Q1 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
1.86K+ 0.68% |
$236K - $282K
|
277K
$41.6M
|
|
May 07, 2024
Q1 2024
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-602- 13.5% |
$76.1K - $91.2K
|
3.86K
$579K
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-786- 26.79% |
$99.4K - $119K
|
2.15K
$323K
|
|
May 07, 2024
Q1 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-275- 0.73% |
$34.8K - $41.6K
|
37.2K
$5.59M
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-3.69K- 5.37% |
$466K - $558K
|
65K
$9.76M
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
70+ 2.32% |
$8.85K - $10.6K
|
3.09K
$464K
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-546- 14.83% |
$69K - $82.7K
|
3.14K
$471K
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7.53K+ 42.84% |
$952K - $1.14M
|
25.1K
$3.77M
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.33K- 10.34% |
$168K - $201K
|
11.5K
$1.73M
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
SELL
|
- |
-105- 2.83% |
$13.3K - $15.9K
|
3.61K
$542K
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
39New |
$4.93K - $5.91K
|
39
$5.86K
|
|
May 02, 2024
Q1 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-1.64K- 1.27% |
$208K - $249K
|
127K
$19.1M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
15+ 0.76% |
$1.9K - $2.27K
|
1.99K
$299K
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
132+ 253.85% |
$16.7K - $20K
|
184
$27.6K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
20New |
$2.53K - $3.03K
|
20
$3K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.1K+ 26.64% |
$139K - $166K
|
5.22K
$783K
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-83- 3.06% |
$10.5K - $12.6K
|
2.63K
$395K
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
447New |
$56.5K - $67.7K
|
447
$67.1K
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-741- 2.7% |
$93.7K - $112K
|
26.7K
$4.01M
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.22KNew |
$281K - $337K
|
2.22K
$334K
|