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 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.74K- 36.44% |
$234K - $301K
|
3.04K
$534K
|
|
|
Aug 15, 2025
Q2 2025
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
6+ 0.35% |
$806 - $1.04K
|
1.74K
$305K
|
|
|
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
|
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 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
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
752New |
$101K - $130K
|
752
$132K
|
|
|
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
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.3K+ 4.65% |
$174K - $224K
|
29.2K
$5.12M
|
|
|
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
|
Ubs Group Ag
|
BUY
|
- |
7.19K+ 50.83% |
$965K - $1.24M
|
21.3K
$3.75M
|
|
|
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
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.96K+ 16.84% |
$935K - $1.2M
|
48.3K
$8.49M
|
|
|
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
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.3K- 98.8% |
$309K - $397K
|
28
$4.92K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.54K+ 14.1% |
$206K - $265K
|
12.4K
$2.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.46K+ 6.01% |
$599K - $770K
|
78.7K
$13.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
356+ 12.7% |
$47.8K - $61.4K
|
3.16K
$555K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-9.68K- 82.09% |
$1.3M - $1.67M
|
2.11K
$371K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.22KNew |
$164K - $210K
|
1.22K
$214K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.91K+ 19.52% |
$257K - $330K
|
11.7K
$2.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
455+ 12.05% |
$61.1K - $78.5K
|
4.23K
$744K
|
|
|
Aug 14, 2025
Q2 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
1.2KNew |
$161K - $207K
|
1.2K
$211K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-659- 9.77% |
$88.5K - $114K
|
6.09K
$1.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-655- 3.12% |
$87.9K - $113K
|
20.3K
$3.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
496+ 29.45% |
$66.6K - $85.6K
|
2.18K
$383K
|
|
|
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
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-52- 36.11% |
$6.98K - $8.97K
|
92
$16.2K
|
|
|
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
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-5- 50.0% |
$671 - $863
|
5
$879
|
|
|
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
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-686- 30.82% |
$92.1K - $118K
|
1.54K
$271K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
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
|