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 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
73+ 1.09% |
$10.8K - $12.9K
|
6.78K
$1.16M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
7.38KNew |
$1.09M - $1.3M
|
7.38K
$1.26M
|
|
|
May 14, 2025
Q1 2025
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
4+ 0.23% |
$590 - $706
|
1.73K
$296K
|
|
|
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
$2.01M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-339- 8.04% |
$50K - $59.8K
|
3.88K
$662K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
410+ 4.21% |
$60.4K - $72.3K
|
10.1K
$1.73M
|
|
|
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
$576K
|
|
|
May 13, 2025
Q1 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
1.05K+ 12.54% |
$155K - $185K
|
9.43K
$1.61M
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
738+ 32.64% |
$109K - $130K
|
3K
$512K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
6.77K+ 10.03% |
$997K - $1.19M
|
74.2K
$12.7M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
483+ 3.54% |
$71.2K - $85.2K
|
14.1K
$2.42M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
10New |
$1.47K - $1.76K
|
10
$1.71K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
73New |
$10.8K - $12.9K
|
73
$12.5K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.55KNew |
$229K - $274K
|
1.55K
$265K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
150New |
$22.1K - $26.5K
|
150
$25.6K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.91K+ 13.06% |
$282K - $337K
|
16.5K
$2.83M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.48K+ 47.92% |
$366K - $438K
|
7.66K
$1.31M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.48K- 44.71% |
$218K - $261K
|
1.83K
$312K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2+ 0.1% |
$295 - $353
|
2.07K
$353K
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
2.25KNew |
$332K - $397K
|
2.25K
$384K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
964+ 26.6% |
$142K - $170K
|
4.59K
$784K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
8.31K+ 13.27% |
$1.23M - $1.47M
|
71K
$12.1M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
310K+ 398.6% |
$45.7M - $54.7M
|
388K
$66.3M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
204+ 10.53% |
$30.1K - $36K
|
2.14K
$366K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-107- 33.23% |
$15.8K - $18.9K
|
215
$36.7K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.2K+ 18.91% |
$2.39M - $2.86M
|
102K
$17.4M
|
|
|
May 07, 2025
Q1 2025
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
1.52KNew |
$223K - $267K
|
1.52K
$259K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
219+ 3.54% |
$32.3K - $38.6K
|
6.41K
$1.1M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
19.5K+ 7.2% |
$2.87M - $3.44M
|
290K
$49.5M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
2.44K+ 53.22% |
$360K - $431K
|
7.04K
$1.2M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.8KNew |
$413K - $495K
|
2.8K
$479K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
7.55KNew |
$1.11M - $1.33M
|
7.55K
$1.29M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.23KNew |
$328K - $393K
|
2.23K
$380K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-737- 93.89% |
$109K - $130K
|
48
$8.2K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
280+ 5.98% |
$41.3K - $49.4K
|
4.96K
$847K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
4+ 2.01% |
$590 - $706
|
203
$34.7K
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
71+ 2.45% |
$10.5K - $12.5K
|
2.97K
$507K
|
|
|
May 02, 2025
Q1 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
1+ 0.07% |
$147 - $176
|
1.52K
$260K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-442- 23.76% |
$65.1K - $78K
|
1.42K
$242K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.5K+ 38.37% |
$516K - $617K
|
12.6K
$2.16M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.4KNew |
$207K - $247K
|
1.4K
$240K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
415+ 26.48% |
$61.2K - $73.2K
|
1.98K
$339K
|
|
|
Apr 29, 2025
Q1 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
913+ 1.07% |
$135K - $161K
|
86.5K
$14.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-786- 0.97% |
$116K - $139K
|
80.4K
$13.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Davidson Investment Advisors
|
SELL
|
- |
-715- 0.56% |
$105K - $126K
|
127K
$21.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-19- 0.22% |
$2.8K - $3.35K
|
8.59K
$1.47M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.77KNew |
$260K - $311K
|
1.77K
$302K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-4.22K- 27.91% |
$621K - $743K
|
10.9K
$1.86M
|