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 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
36.5K+ 51.5% |
$4.91M - $6.31M
|
108K
$18.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
1.62KNew |
$217K - $279K
|
1.62K
$277K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.41KNew |
$190K - $244K
|
1.41K
$242K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.16KNew |
$155K - $199K
|
1.16K
$198K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.11KNew |
$149K - $192K
|
1.11K
$190K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
602+ 3.07% |
$80.8K - $104K
|
20.2K
$3.45M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
545+ 39.41% |
$73.2K - $94K
|
1.93K
$329K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
470+ 5.04% |
$63.1K - $81.1K
|
9.79K
$1.67M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
360+ 31.52% |
$48.3K - $62.1K
|
1.5K
$257K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
303+ 10.36% |
$40.7K - $52.3K
|
3.23K
$552K
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
BUY
|
- |
245+ 0.94% |
$32.9K - $42.3K
|
26.3K
$4.49M
|
|
|
Jul 17, 2025
Q2 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
28+ 0.22% |
$3.76K - $4.83K
|
12.6K
$2.15M
|
|
| Q1 2025 | |||||||
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
310K+ 398.6% |
$45.7M - $54.7M
|
388K
$66.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Systelligence, LLC
|
BUY
|
- |
49.3K+ 51.42% |
$7.27M - $8.7M
|
145K
$24.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
38.5K+ 8.73% |
$5.68M - $6.8M
|
480K
$82M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
36.8K+ 811.24% |
$5.43M - $6.49M
|
41.4K
$7.07M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
21KNew |
$3.09M - $3.7M
|
21K
$3.59M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.9K+ 524.87% |
$3.08M - $3.69M
|
24.9K
$4.25M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
19.5K+ 7.2% |
$2.87M - $3.44M
|
290K
$49.5M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
17.7K+ 174.31% |
$2.61M - $3.12M
|
27.9K
$4.76M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.2K+ 18.91% |
$2.39M - $2.86M
|
102K
$17.4M
|
|
|
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 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
7.55KNew |
$1.11M - $1.33M
|
7.55K
$1.29M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
7.38KNew |
$1.09M - $1.3M
|
7.38K
$1.26M
|
|
|
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 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
6.12KNew |
$902K - $1.08M
|
6.12K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
5.58K+ 63.85% |
$823K - $985K
|
14.3K
$2.45M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.73K+ 92.6% |
$697K - $834K
|
9.83K
$1.68M
|
|
|
May 23, 2025
Q1 2025
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
4.6K+ 1.74% |
$678K - $811K
|
269K
$46M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.69K+ 841.46% |
$544K - $652K
|
4.13K
$706K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3.5K+ 1841.58% |
$516K - $617K
|
3.69K
$630K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.5K+ 38.37% |
$516K - $617K
|
12.6K
$2.16M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.24KNew |
$477K - $571K
|
3.24K
$553K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.21K+ 48.7% |
$473K - $566K
|
9.81K
$1.68M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.8KNew |
$413K - $495K
|
2.8K
$479K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.59K+ 22.77% |
$382K - $457K
|
14K
$2.39M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
2.59KNew |
$381K - $456K
|
2.59K
$442K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.48K+ 47.92% |
$366K - $438K
|
7.66K
$1.31M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
2.44K+ 53.22% |
$360K - $431K
|
7.04K
$1.2M
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
2.44KNew |
$359K - $430K
|
2.44K
$417K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.33KNew |
$343K - $411K
|
2.33K
$398K
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
2.25KNew |
$332K - $397K
|
2.25K
$384K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.23KNew |
$328K - $393K
|
2.23K
$380K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.95KNew |
$287K - $343K
|
1.95K
$332K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.91K+ 13.06% |
$282K - $337K
|
16.5K
$2.83M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.77KNew |
$260K - $311K
|
1.77K
$302K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.55KNew |
$229K - $274K
|
1.55K
$265K
|
|
|
May 07, 2025
Q1 2025
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
1.52KNew |
$223K - $267K
|
1.52K
$259K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.4KNew |
$207K - $247K
|
1.4K
$240K
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
1.4K+ 6.75% |
$206K - $247K
|
22.2K
$3.79M
|
|