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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
118K+ 24.56% |
$15.8M - $20.3M
|
598K
$105M
|
|
|
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
$18.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Systelligence, LLC
|
BUY
|
- |
33.2K+ 22.85% |
$4.46M - $5.73M
|
179K
$31.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
21.7KNew |
$2.91M - $3.74M
|
21.7K
$3.81M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21.1K+ 7.3% |
$2.84M - $3.65M
|
311K
$54.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
18.8K+ 248.88% |
$2.52M - $3.24M
|
26.3K
$4.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
12.1KNew |
$1.62M - $2.09M
|
12.1K
$2.12M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.7K+ 14.49% |
$1.56M - $2.01M
|
92.1K
$16.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
11.3K+ 89.59% |
$1.52M - $1.95M
|
23.9K
$4.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.5K+ 74.92% |
$1.41M - $1.81M
|
24.5K
$4.3M
|
|
|
Aug 01, 2025
Q2 2025
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
10K+ 3.71% |
$1.34M - $1.72M
|
279K
$49.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
7.56K+ 18.48% |
$1.01M - $1.3M
|
48.4K
$8.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
7.19K+ 50.83% |
$965K - $1.24M
|
21.3K
$3.75M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
6.52KNew |
$875K - $1.12M
|
6.52K
$1.14M
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
6.52KNew |
$875K - $1.12M
|
6.52K
$1.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.02K+ 16193.55% |
$674K - $866K
|
5.05K
$888K
|
|
|
Jul 28, 2025
Q2 2025
|
Davidson Investment Advisors
|
BUY
|
- |
4.97K+ 3.9% |
$667K - $857K
|
132K
$23.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3.97K+ 107.51% |
$532K - $684K
|
7.66K
$1.35M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.93K+ 28.13% |
$528K - $678K
|
17.9K
$3.15M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.87KNew |
$520K - $668K
|
3.87K
$680K
|
|
|
Aug 13, 2025
Q2 2025
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
3.07K+ 202.84% |
$413K - $530K
|
4.59K
$806K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.37K+ 134.28% |
$318K - $409K
|
4.14K
$727K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.35K+ 138.24% |
$315K - $405K
|
4.04K
$711K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
1.62KNew |
$217K - $279K
|
1.62K
$285K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.41KNew |
$190K - $244K
|
1.41K
$248K
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
BUY
|
- |
1.37KNew |
$184K - $236K
|
1.37K
$240K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.3K+ 4.65% |
$174K - $224K
|
29.2K
$5.12M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.16KNew |
$155K - $199K
|
1.16K
$203K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.11KNew |
$149K - $192K
|
1.11K
$195K
|
|
|
Jul 31, 2025
Q2 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
991+ 0.93% |
$133K - $171K
|
108K
$19M
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
731+ 10.07% |
$98.1K - $126K
|
7.99K
$1.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
609New |
$81.8K - $105K
|
609
$107K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
602+ 3.07% |
$80.8K - $104K
|
20.2K
$3.55M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
545+ 39.41% |
$73.2K - $94K
|
1.93K
$339K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
537+ 6.85% |
$72.1K - $92.6K
|
8.38K
$1.47M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
511+ 15.15% |
$68.6K - $88.2K
|
3.88K
$683K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
504+ 11.42% |
$67.7K - $87K
|
4.92K
$864K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
481+ 34.28% |
$64.6K - $83K
|
1.88K
$331K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
470+ 5.04% |
$63.1K - $81.1K
|
9.79K
$1.72M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
360+ 31.52% |
$48.3K - $62.1K
|
1.5K
$264K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
358+ 5.09% |
$48.1K - $61.8K
|
7.39K
$1.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
352New |
$47.3K - $60.7K
|
352
$61.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
339+ 464.38% |
$45.5K - $58.5K
|
412
$72.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
303+ 10.36% |
$40.7K - $52.3K
|
3.23K
$567K
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
BUY
|
- |
245+ 0.94% |
$32.9K - $42.3K
|
26.3K
$4.62M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
187+ 5.48% |
$25.1K - $32.3K
|
3.6K
$633K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
127+ 6.95% |
$17K - $21.9K
|
1.96K
$344K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
107New |
$14.4K - $18.5K
|
107
$18.8K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
89+ 0.91% |
$11.9K - $15.4K
|
9.92K
$1.74M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
64+ 1.21% |
$8.59K - $11K
|
5.37K
$944K
|