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 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
413K+ 30610.53% |
$58.4M - $66.7M
|
414K
$71.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
25.6K+ 86.17% |
$3.62M - $4.14M
|
55.4K
$9.55M
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
13K+ 253.22% |
$1.83M - $2.1M
|
18.1K
$3.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
11.9K+ 442.3% |
$1.69M - $1.93M
|
14.6K
$2.52M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
11.9K+ 2.83% |
$1.68M - $1.92M
|
432K
$74.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.5K+ 153.02% |
$1.48M - $1.7M
|
17.4K
$2.99M
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
9.45K+ 306.72% |
$1.33M - $1.53M
|
12.5K
$2.16M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.78K+ 85.36% |
$817K - $934K
|
12.6K
$2.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.84K+ 44.94% |
$684K - $781K
|
15.6K
$2.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.59K+ 164.27% |
$507K - $579K
|
5.77K
$994K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.55K+ 62.38% |
$502K - $574K
|
9.25K
$1.59M
|
|
|
Oct 25, 2024
Q3 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
2.97K+ 3.65% |
$420K - $480K
|
84.4K
$14.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
2.63K+ 7.11% |
$371K - $424K
|
39.6K
$6.82M
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
2.56KNew |
$362K - $413K
|
2.56K
$441K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.54KNew |
$358K - $410K
|
2.54K
$437K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
2.46KNew |
$347K - $397K
|
2.46K
$423K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.28K+ 3.74% |
$322K - $368K
|
63.2K
$10.9M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.2K+ 1089.6% |
$311K - $355K
|
2.4K
$414K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.75K+ 26.66% |
$248K - $283K
|
8.33K
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
1.72KNew |
$243K - $278K
|
1.72K
$297K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.71KNew |
$242K - $277K
|
1.71K
$295K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.47KNew |
$208K - $237K
|
1.47K
$253K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.45KNew |
$205K - $234K
|
1.45K
$250K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.33KNew |
$188K - $214K
|
1.33K
$229K
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
1.32KNew |
$186K - $213K
|
1.32K
$227K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.26KNew |
$178K - $204K
|
1.26K
$217K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.23K+ 10.94% |
$174K - $199K
|
12.5K
$2.15M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.2K+ 78.8% |
$170K - $194K
|
2.73K
$471K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.06K+ 24.95% |
$150K - $171K
|
5.3K
$914K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
992+ 30.81% |
$140K - $160K
|
4.21K
$726K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
757+ 49.32% |
$107K - $122K
|
2.29K
$395K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
736+ 14.77% |
$104K - $119K
|
5.72K
$985K
|
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
700New |
$98.9K - $113K
|
700
$121K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
408New |
$57.7K - $65.9K
|
408
$70.3K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
260+ 14.81% |
$36.7K - $42K
|
2.02K
$347K
|
|
|
Oct 07, 2024
Q3 2024
|
Iam Advisory, LLC
|
BUY
|
- |
173+ 2.12% |
$24.4K - $27.9K
|
8.32K
$1.43M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
142+ 4.56% |
$20.1K - $22.9K
|
3.26K
$561K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
125New |
$17.7K - $20.2K
|
125
$21.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
107New |
$15.1K - $17.3K
|
107
$18.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
104+ 3.13% |
$14.7K - $16.8K
|
3.43K
$590K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
100New |
$14.1K - $16.1K
|
100
$17.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
36New |
$5.09K - $5.81K
|
36
$6.2K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
32New |
$4.52K - $5.17K
|
32
$5.51K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
27+ 1.56% |
$3.82K - $4.36K
|
1.75K
$302K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
16+ 0.39% |
$2.26K - $2.58K
|
4.13K
$711K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
16+ 0.66% |
$2.26K - $2.58K
|
2.44K
$421K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
14+ 0.75% |
$1.98K - $2.26K
|
1.89K
$326K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
8+ 0.34% |
$1.13K - $1.29K
|
2.37K
$408K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
7+ 29.17% |
$989 - $1.13K
|
31
$5.34K
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
5+ 125.0% |
$707 - $807
|
9
$1.55K
|