Latest Institutional Purchases of Vanguard Wellington Fd U S Mom (VFMO)
This list provides information on the latest institutional transactions involving Vanguard Wellington Fd U S Mom (VFMO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
30.6K+ 5.13% |
$5.23M - $5.91M
|
628K
$126M
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
11.1KNew |
$1.9M - $2.14M
|
11.1K
$2.22M
|
|
|
Oct 21, 2025
Q3 2025
|
Davidson Investment Advisors
|
BUY
|
- |
7.48K+ 5.65% |
$1.28M - $1.44M
|
140K
$27.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
2.24K+ 57.77% |
$382K - $432K
|
6.12K
$1.22M
|
|
|
Oct 20, 2025
Q3 2025
|
Davidson Trust CO
|
BUY
|
- |
2.22KNew |
$379K - $428K
|
2.22K
$443K
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.89KNew |
$322K - $364K
|
1.89K
$377K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.47K+ 9.47% |
$251K - $284K
|
17K
$3.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.3K+ 7.27% |
$222K - $251K
|
19.2K
$3.84M
|
|
|
Oct 27, 2025
Q3 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
1.19KNew |
$202K - $229K
|
1.19K
$237K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
971+ 68.67% |
$166K - $187K
|
2.39K
$477K
|
|
|
Oct 14, 2025
Q3 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
650+ 0.55% |
$111K - $125K
|
119K
$23.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
421+ 13.04% |
$71.9K - $81.2K
|
3.65K
$729K
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
413+ 2.04% |
$70.5K - $79.7K
|
20.6K
$4.12M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
347+ 17.26% |
$59.2K - $67K
|
2.36K
$471K
|
|
|
Oct 31, 2025
Q3 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
268+ 0.25% |
$45.7K - $51.7K
|
108K
$21.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
261+ 13.85% |
$44.5K - $50.4K
|
2.15K
$429K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
176+ 15.22% |
$30K - $34K
|
1.33K
$266K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
141New |
$24.1K - $27.2K
|
141
$28.2K
|
|
|
Oct 29, 2025
Q3 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
116+ 5.03% |
$19.8K - $22.4K
|
2.42K
$484K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
116+ 7.72% |
$19.8K - $22.4K
|
1.62K
$323K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
108+ 17.73% |
$18.4K - $20.8K
|
717
$143K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
100New |
$17.1K - $19.3K
|
100
$20K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
95+ 2.45% |
$16.2K - $18.3K
|
3.97K
$793K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
77+ 3.99% |
$13.1K - $14.9K
|
2.01K
$401K
|
|
|
Oct 20, 2025
Q3 2025
|
Iam Advisory, LLC
|
BUY
|
- |
65+ 0.78% |
$11.1K - $12.5K
|
8.38K
$1.67M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
35+ 16.83% |
$5.97K - $6.75K
|
243
$48.6K
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
BUY
|
- |
29+ 1.79% |
$4.95K - $5.6K
|
1.65K
$329K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
15New |
$2.56K - $2.89K
|
15
$3K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2+ 0.1% |
$341 - $386
|
2.07K
$414K
|
|
| Q2 2025 | |||||||
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
36.5K+ 51.5% |
$4.91M - $6.31M
|
108K
$21.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Systelligence, LLC
|
BUY
|
- |
33.2K+ 22.85% |
$4.46M - $5.73M
|
179K
$35.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
29.3KNew |
$3.93M - $5.05M
|
29.3K
$5.85M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
21.7KNew |
$2.91M - $3.74M
|
21.7K
$4.33M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21.1K+ 7.3% |
$2.84M - $3.65M
|
311K
$62.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
18.8K+ 248.88% |
$2.52M - $3.24M
|
26.3K
$5.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
12.1KNew |
$1.62M - $2.09M
|
12.1K
$2.41M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.7K+ 14.49% |
$1.56M - $2.01M
|
92.1K
$18.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
11.3K+ 89.59% |
$1.52M - $1.95M
|
23.9K
$4.78M
|
|
|
Aug 01, 2025
Q2 2025
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
10K+ 3.71% |
$1.34M - $1.72M
|
279K
$55.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
7.19K+ 50.83% |
$965K - $1.24M
|
21.3K
$4.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.96K+ 16.84% |
$935K - $1.2M
|
48.3K
$9.65M
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
6.52KNew |
$875K - $1.12M
|
6.52K
$1.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
6.52KNew |
$875K - $1.12M
|
6.52K
$1.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.46K+ 6.01% |
$599K - $770K
|
78.7K
$15.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
4.31K+ 143.61% |
$578K - $743K
|
7.31K
$1.46M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3.97K+ 107.51% |
$532K - $684K
|
7.66K
$1.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
3.07K+ 202.84% |
$413K - $530K
|
4.59K
$917K
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
2.44KNew |
$327K - $420K
|
2.44K
$487K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.37K+ 134.28% |
$318K - $409K
|
4.14K
$826K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.35K+ 138.24% |
$315K - $405K
|
4.04K
$808K
|
|