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 |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-25- 55.56% |
$4.27K - $4.82K
|
20
$3.7K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
931+ 44.14% |
$159K - $180K
|
3.04K
$563K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-21.1K- 43.63% |
$3.6M - $4.07M
|
27.2K
$5.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
535New |
$91.3K - $103K
|
535
$99.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
24.7K+ 549.03% |
$4.22M - $4.77M
|
29.3K
$5.42M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
782+ 0.28% |
$133K - $151K
|
280K
$51.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-492- 12.51% |
$84K - $94.9K
|
3.44K
$637K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.75K+ 42.66% |
$982K - $1.11M
|
19.2K
$3.56M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
409+ 444.57% |
$69.8K - $78.9K
|
501
$92.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
316+ 11.38% |
$53.9K - $61K
|
3.09K
$573K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.31K+ 52.18% |
$1.08M - $1.22M
|
18.4K
$3.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-5.15K- 1.48% |
$880K - $994K
|
343K
$63.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
5.03K+ 206.41% |
$858K - $970K
|
7.46K
$1.38M
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-1.47K- 17.91% |
$251K - $283K
|
6.73K
$1.25M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.16K+ 10.82% |
$539K - $609K
|
32.3K
$5.99M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.11KNew |
$189K - $213K
|
1.11K
$205K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-9.51K- 12.09% |
$1.62M - $1.84M
|
69.2K
$12.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1+ 0.06% |
$171 - $193
|
1.67K
$310K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.93KNew |
$671K - $758K
|
3.93K
$728K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-9.6K- 81.91% |
$1.64M - $1.85M
|
2.12K
$393K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-228K- 73.27% |
$38.9M - $44M
|
83.1K
$15.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.05K- 17.26% |
$179K - $203K
|
5.04K
$933K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
113+ 3.72% |
$19.3K - $21.8K
|
3.15K
$584K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
489+ 2.29% |
$83.5K - $94.4K
|
21.8K
$4.04M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
300K+ 39880.59% |
$51.2M - $57.9M
|
301K
$55.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
6.13K+ 80.01% |
$1.05M - $1.18M
|
13.8K
$2.55M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
106+ 2.73% |
$18.1K - $20.5K
|
3.99K
$739K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
14+ 280.0% |
$2.39K - $2.7K
|
19
$3.52K
|
|
|
Nov 13, 2025
Q3 2025
|
Systelligence, LLC
|
SELL
|
- |
-59.9K- 33.56% |
$10.2M - $11.6M
|
119K
$22M
|
|
|
Nov 13, 2025
Q3 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
1+ 0.02% |
$171 - $193
|
5.19K
$960K
|
|
|
Nov 13, 2025
Q3 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-10- 0.49% |
$1.71K - $1.93K
|
2.02K
$374K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.25K+ 10.03% |
$213K - $241K
|
13.7K
$2.54M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-222- 2.65% |
$37.9K - $42.8K
|
8.16K
$1.51M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
324+ 1.59% |
$55.3K - $62.5K
|
20.7K
$3.83M
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-292- 3.02% |
$49.8K - $56.3K
|
9.37K
$1.74M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.01K+ 4.02% |
$685K - $774K
|
104K
$19.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
150+ 10.23% |
$25.6K - $28.9K
|
1.62K
$299K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-43- 1.01% |
$7.34K - $8.3K
|
4.23K
$784K
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
3.84KNew |
$656K - $741K
|
3.84K
$712K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
56+ 1.56% |
$9.56K - $10.8K
|
3.66K
$677K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11+ 0.07% |
$1.88K - $2.12K
|
15.6K
$2.88M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.99K+ 55.72% |
$511K - $577K
|
8.36K
$1.55M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.1KNew |
$187K - $211K
|
1.1K
$203K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
490+ 15.51% |
$83.6K - $94.5K
|
3.65K
$676K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4.06K+ 15.4% |
$693K - $783K
|
30.4K
$5.63M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
5.73KNew |
$977K - $1.11M
|
5.73K
$1.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.05K- 21.04% |
$179K - $202K
|
3.93K
$727K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
43+ 1.97% |
$7.34K - $8.3K
|
2.22K
$412K
|
|
|
Nov 12, 2025
Q3 2025
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
3+ 0.17% |
$512 - $579
|
1.74K
$322K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-457- 11.05% |
$78K - $88.2K
|
3.68K
$681K
|
|