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 |
---|---|---|---|---|---|---|---|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.22KNew |
$281K - $337K
|
2.22K
$334K
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$12.6K - $15.1K
|
100
$15K
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-9- 50.0% |
$1.14K - $1.36K
|
9
$1.35K
|
|
Apr 24, 2024
Q1 2024
|
Win Advisors, Inc
|
BUY
|
- |
49.7KNew |
$6.28M - $7.52M
|
49.7K
$7.45M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.1K+ 47.81% |
$139K - $167K
|
3.4K
$511K
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
530+ 0.13% |
$67K - $80.3K
|
421K
$63.2M
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
1.72KNew |
$217K - $260K
|
1.72K
$257K
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
21New |
$2.66K - $3.18K
|
21
$3.15K
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
3.35K+ 108.74% |
$423K - $507K
|
6.42K
$964K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-638- 3.07% |
$80.7K - $96.6K
|
20.2K
$3.03M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.19K+ 66.48% |
$151K - $181K
|
2.99K
$448K
|
|
Apr 15, 2024
Q1 2024
|
Lincoln Capital Corp
|
BUY
|
- |
775+ 2.35% |
$98K - $117K
|
33.7K
$5.05M
|
|
Apr 15, 2024
Q1 2024
|
Iam Advisory, LLC
|
BUY
|
- |
8.08KNew |
$1.02M - $1.22M
|
8.08K
$1.21M
|
|
Apr 12, 2024
Q1 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-632- 4.59% |
$79.9K - $95.7K
|
13.1K
$1.97M
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
365New |
$46.2K - $55.3K
|
365
$54.8K
|
|
Apr 11, 2024
Q1 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
1.37K+ 1.0% |
$173K - $207K
|
139K
$20.8M
|
|
Apr 10, 2024
Q1 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
1.98K+ 2.43% |
$251K - $300K
|
83.4K
$12.5M
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
9.31K+ 14.5% |
$1.18M - $1.41M
|
73.5K
$11M
|
|
Q4 2023 | |||||||
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
8+ 0.33% |
$846 - $1.06K
|
2.43K
$364K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-68- 8.97% |
$7.19K - $9.04K
|
690
$104K
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
2.7KNew |
$285K - $359K
|
2.7K
$405K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-355- 7.46% |
$37.5K - $47.2K
|
4.4K
$661K
|
|
Feb 12, 2024
Q4 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-378- 1.36% |
$40K - $50.3K
|
27.4K
$4.12M
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
7.35KNew |
$777K - $977K
|
7.35K
$1.1M
|
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
SELL
|
- |
-410- 18.44% |
$43.3K - $54.5K
|
1.81K
$272K
|
|
Q3 2023 | |||||||
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
411+ 13.64% |
$45.8K - $51.7K
|
3.43K
$514K
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-316- 9.72% |
$35.2K - $39.7K
|
2.93K
$440K
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.88KNew |
$210K - $237K
|
1.88K
$283K
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
303+ 11.15% |
$33.8K - $38.1K
|
3.02K
$453K
|
|
Oct 27, 2023
Q3 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
1.84KNew |
$205K - $231K
|
1.84K
$275K
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-453- 20.08% |
$50.5K - $56.9K
|
1.8K
$271K
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
7.25KNew |
$809K - $911K
|
7.25K
$1.09M
|
|
Q2 2023 | |||||||
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-10- 0.52% |
$1.09K - $1.21K
|
1.92K
$287K
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-132- 42.04% |
$14.4K - $16K
|
182
$27.3K
|
|
Aug 14, 2023
Q2 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
5.09KNew |
$556K - $618K
|
5.09K
$764K
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1- 0.03% |
$109 - $121
|
2.99K
$449K
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
133New |
$14.5K - $16.1K
|
133
$20K
|
|
Jul 26, 2023
Q2 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-1.6K- 33.13% |
$174K - $194K
|
3.23K
$485K
|
|
Jul 13, 2023
Q2 2023
|
Systelligence, LLC
|
BUY
|
- |
70.2K+ 175.06% |
$7.66M - $8.51M
|
110K
$16.6M
|
|
Jul 12, 2023
Q2 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.26K- 36.7% |
$138K - $153K
|
2.18K
$327K
|
|
Q1 2023 | |||||||
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-7.87K- 23.28% |
$843K - $940K
|
25.9K
$3.89M
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
55+ 25.0% |
$5.89K - $6.57K
|
275
$41.3K
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
125New |
$13.4K - $14.9K
|
125
$18.8K
|
|
May 11, 2023
Q1 2023
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-76- 3.96% |
$8.14K - $9.08K
|
1.84K
$277K
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.52KNew |
$270K - $301K
|
2.52K
$378K
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
15K+ 142.05% |
$1.6M - $1.79M
|
25.5K
$3.82M
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
25New |
$2.68K - $2.99K
|
25
$3.75K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
300New |
$32.1K - $35.9K
|
300
$45K
|
|
Q4 2022 | |||||||
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.5K- 35.0% |
$168K - $182K
|
2.78K
$416K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
282New |
$31.7K - $34.4K
|
282
$42.3K
|