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 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
495+ 7.92% |
$73K - $87.3K
|
6.75K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
21KNew |
$3.09M - $3.7M
|
21K
$3.65M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.21K+ 48.7% |
$473K - $566K
|
9.81K
$1.71M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.69K+ 841.46% |
$544K - $652K
|
4.13K
$719K
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
73+ 1.09% |
$10.8K - $12.9K
|
6.78K
$1.18M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-250- 2.24% |
$36.8K - $44.1K
|
10.9K
$1.9M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3New |
$442 - $529
|
3
$522
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.36K+ 44.7% |
$201K - $240K
|
4.41K
$767K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2New |
$295 - $353
|
2
$348
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.9K+ 524.87% |
$3.08M - $3.69M
|
24.9K
$4.33M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
6.12KNew |
$902K - $1.08M
|
6.12K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
7.38KNew |
$1.09M - $1.3M
|
7.38K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
4+ 0.23% |
$590 - $706
|
1.73K
$301K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.1K+ 219.65% |
$1.19M - $1.43M
|
11.8K
$2.05M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-339- 8.04% |
$50K - $59.8K
|
3.88K
$674K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-1.17K- 12.97% |
$172K - $206K
|
7.84K
$1.36M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
10New |
$1.47K - $1.76K
|
10
$1.74K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
410+ 4.21% |
$60.4K - $72.3K
|
10.1K
$1.76M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$147 - $176
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.22K+ 56.81% |
$180K - $216K
|
3.37K
$587K
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
738+ 32.64% |
$109K - $130K
|
3K
$522K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
6.77K+ 10.03% |
$997K - $1.19M
|
74.2K
$12.9M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
483+ 3.54% |
$71.2K - $85.2K
|
14.1K
$2.46M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.55KNew |
$229K - $274K
|
1.55K
$270K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
73New |
$10.8K - $12.9K
|
73
$12.7K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.48K+ 47.92% |
$366K - $438K
|
7.66K
$1.33M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
150New |
$22.1K - $26.5K
|
150
$26.1K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.91K+ 13.06% |
$282K - $337K
|
16.5K
$2.88M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.48K- 44.71% |
$218K - $261K
|
1.83K
$318K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2+ 0.1% |
$295 - $353
|
2.07K
$359K
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
2.25KNew |
$332K - $397K
|
2.25K
$391K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-107- 33.23% |
$15.8K - $18.9K
|
215
$37.4K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
204+ 10.53% |
$30.1K - $36K
|
2.14K
$373K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
310K+ 398.6% |
$45.7M - $54.7M
|
388K
$67.5M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
964+ 26.6% |
$142K - $170K
|
4.59K
$798K
|
|
|
May 07, 2025
Q1 2025
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
1.52KNew |
$223K - $267K
|
1.52K
$263K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.2K+ 18.91% |
$2.39M - $2.86M
|
102K
$17.7M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
2.44K+ 53.22% |
$360K - $431K
|
7.04K
$1.22M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
219+ 3.54% |
$32.3K - $38.6K
|
6.41K
$1.11M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
19.5K+ 7.2% |
$2.87M - $3.44M
|
290K
$50.4M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
280+ 5.98% |
$41.3K - $49.4K
|
4.96K
$863K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.23KNew |
$328K - $393K
|
2.23K
$387K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
7.55KNew |
$1.11M - $1.33M
|
7.55K
$1.31M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.8KNew |
$413K - $495K
|
2.8K
$488K
|
|
|
May 02, 2025
Q1 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
1+ 0.07% |
$147 - $176
|
1.52K
$264K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
4+ 2.01% |
$590 - $706
|
203
$35.3K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-442- 23.76% |
$65.1K - $78K
|
1.42K
$247K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.5K+ 38.37% |
$516K - $617K
|
12.6K
$2.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.4KNew |
$207K - $247K
|
1.4K
$244K
|