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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
12.1KNew |
$1.62M - $2.09M
|
12.1K
$2.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
4.31K+ 143.61% |
$578K - $743K
|
7.31K
$1.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-6.13K- 42.8% |
$823K - $1.06M
|
8.2K
$1.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
7.19K+ 50.83% |
$965K - $1.24M
|
21.3K
$3.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-771- 24.22% |
$104K - $133K
|
2.41K
$424K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.3K+ 4.65% |
$174K - $224K
|
29.2K
$5.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
57+ 1.47% |
$7.65K - $9.83K
|
3.93K
$691K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
752New |
$101K - $130K
|
752
$132K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-39.4K- 10.14% |
$5.28M - $6.79M
|
349K
$61.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-2.27K- 33.52% |
$305K - $392K
|
4.51K
$792K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-21.1K- 84.76% |
$2.83M - $3.64M
|
3.8K
$667K
|
|
|
Aug 14, 2025
Q2 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
1.28KNew |
$171K - $220K
|
1.28K
$224K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
29.3KNew |
$3.93M - $5.05M
|
29.3K
$5.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
2.44KNew |
$327K - $420K
|
2.44K
$428K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-5- 50.0% |
$671 - $863
|
5
$879
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.36K- 32.81% |
$182K - $234K
|
2.78K
$488K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-52- 36.11% |
$6.98K - $8.97K
|
92
$16.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3.97K+ 107.51% |
$532K - $684K
|
7.66K
$1.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
3.07K+ 202.84% |
$413K - $530K
|
4.59K
$806K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-2.4K- 32.59% |
$323K - $415K
|
4.97K
$874K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.5K+ 74.92% |
$1.41M - $1.81M
|
24.5K
$4.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
1New |
$134 - $173
|
1
$176
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-933- 15.25% |
$125K - $161K
|
5.18K
$911K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
537+ 6.85% |
$72.1K - $92.6K
|
8.38K
$1.47M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.02K+ 16193.55% |
$674K - $866K
|
5.05K
$888K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-686- 30.82% |
$92.1K - $118K
|
1.54K
$271K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.2K- 2.15% |
$295K - $379K
|
99.8K
$17.5M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
511+ 15.15% |
$68.6K - $88.2K
|
3.88K
$683K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
18.8K+ 248.88% |
$2.52M - $3.24M
|
26.3K
$4.63M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
352New |
$47.3K - $60.7K
|
352
$61.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
187+ 5.48% |
$25.1K - $32.3K
|
3.6K
$633K
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
21.7KNew |
$2.91M - $3.74M
|
21.7K
$3.81M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.05K- 13.76% |
$141K - $182K
|
6.6K
$1.16M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21.1K+ 7.3% |
$2.84M - $3.65M
|
311K
$54.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5+ 0.08% |
$671 - $863
|
6.42K
$1.13M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-238- 2.35% |
$32K - $41.1K
|
9.9K
$1.74M
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
BUY
|
- |
1.37KNew |
$184K - $236K
|
1.37K
$240K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.37K+ 134.28% |
$318K - $409K
|
4.14K
$727K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
358+ 5.09% |
$48.1K - $61.8K
|
7.39K
$1.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
731+ 10.07% |
$98.1K - $126K
|
7.99K
$1.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-980- 5.93% |
$132K - $169K
|
15.6K
$2.73M
|
|
|
Aug 05, 2025
Q2 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-544- 6.33% |
$73K - $93.9K
|
8.05K
$1.41M
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
339+ 464.38% |
$45.5K - $58.5K
|
412
$72.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
1+ 2.5% |
$134 - $173
|
41
$7.21K
|
|
|
Aug 01, 2025
Q2 2025
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
10K+ 3.71% |
$1.34M - $1.72M
|
279K
$49.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-985- 5.95% |
$132K - $170K
|
15.6K
$2.73M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-328- 68.76% |
$44K - $56.6K
|
149
$26.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
64+ 1.21% |
$8.59K - $11K
|
5.37K
$944K
|
|
|
Jul 31, 2025
Q2 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-829- 3.74% |
$111K - $143K
|
21.3K
$3.75M
|