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 |
|---|---|---|---|---|---|---|---|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
32New |
$4.52K - $5.17K
|
32
$5.67K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.57K- 60.5% |
$787K - $899K
|
3.63K
$643K
|
|
|
Nov 14, 2024
Q3 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-4.6K- 1.64% |
$650K - $742K
|
276K
$48.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1+ 0.03% |
$141 - $161
|
3.18K
$563K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-11.1K- 47.77% |
$1.57M - $1.79M
|
12.1K
$2.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-104- 1.52% |
$14.7K - $16.8K
|
6.74K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.2K+ 1089.6% |
$311K - $355K
|
2.4K
$425K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.47KNew |
$208K - $237K
|
1.47K
$260K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-75- 8.77% |
$10.6K - $12.1K
|
780
$138K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2- 0.06% |
$283 - $323
|
3.4K
$601K
|
|
|
Nov 14, 2024
Q3 2024
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
1.72KNew |
$243K - $278K
|
1.72K
$305K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.06K- 20.58% |
$150K - $171K
|
4.09K
$724K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-700- 27.92% |
$98.9K - $113K
|
1.81K
$320K
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-2.64K- 40.27% |
$373K - $426K
|
3.91K
$693K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
11.9K+ 442.3% |
$1.69M - $1.93M
|
14.6K
$2.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-78.7K- 37.91% |
$11.1M - $12.7M
|
129K
$22.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.23K+ 10.94% |
$174K - $199K
|
12.5K
$2.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.06K+ 24.95% |
$150K - $171K
|
5.3K
$939K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.59K+ 164.27% |
$507K - $579K
|
5.77K
$1.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
736+ 14.77% |
$104K - $119K
|
5.72K
$1.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.84K+ 44.94% |
$684K - $781K
|
15.6K
$2.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.75K+ 26.66% |
$248K - $283K
|
8.33K
$1.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
25.6K+ 86.17% |
$3.62M - $4.14M
|
55.4K
$9.81M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
260+ 14.81% |
$36.7K - $42K
|
2.02K
$357K
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-295- 4.36% |
$41.7K - $47.6K
|
6.47K
$1.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.07% |
$141 - $161
|
1.46K
$259K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-903- 2.57% |
$128K - $146K
|
34.3K
$6.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
104+ 3.13% |
$14.7K - $16.8K
|
3.43K
$607K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
100New |
$14.1K - $16.1K
|
100
$17.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
16+ 0.39% |
$2.26K - $2.58K
|
4.13K
$731K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.54KNew |
$358K - $410K
|
2.54K
$449K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.21K- 32.45% |
$170K - $195K
|
2.51K
$444K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.12K- 6.33% |
$582K - $665K
|
61K
$10.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.6K- 7.43% |
$933K - $1.07M
|
82.2K
$14.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.33KNew |
$188K - $214K
|
1.33K
$235K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
125New |
$17.7K - $20.2K
|
125
$22.1K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-46- 28.4% |
$6.5K - $7.43K
|
116
$20.5K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.71KNew |
$242K - $277K
|
1.71K
$303K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.2K+ 78.8% |
$170K - $194K
|
2.73K
$484K
|
|
|
Nov 04, 2024
Q3 2024
|
Systelligence, LLC
|
SELL
|
- |
-14.3K- 16.09% |
$2.02M - $2.31M
|
74.5K
$13.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
2.63K+ 7.11% |
$371K - $424K
|
39.6K
$7.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-129- 5.3% |
$18.2K - $20.8K
|
2.31K
$408K
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
2.56KNew |
$362K - $413K
|
2.56K
$453K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-441- 16.24% |
$62.3K - $71.2K
|
2.27K
$403K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
757+ 49.32% |
$107K - $122K
|
2.29K
$406K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.28K+ 3.74% |
$322K - $368K
|
63.2K
$11.2M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
992+ 30.81% |
$140K - $160K
|
4.21K
$746K
|
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
700New |
$98.9K - $113K
|
700
$124K
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-2.79K- 39.57% |
$394K - $451K
|
4.26K
$755K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
8+ 0.34% |
$1.13K - $1.29K
|
2.37K
$420K
|