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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
265K+ 4627.1% |
$42.1M - $47.2M
|
270K
$47.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
67.4KNew |
$10.7M - $12M
|
67.4K
$11.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24.8K+ 40.68% |
$3.95M - $4.42M
|
85.8K
$15.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Systelligence, LLC
|
BUY
|
- |
21.4K+ 28.77% |
$3.41M - $3.82M
|
96K
$16.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
20.8KNew |
$3.3M - $3.7M
|
20.8K
$3.66M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
12.7K+ 536.86% |
$2.03M - $2.27M
|
15.1K
$2.66M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
11.4KNew |
$1.81M - $2.03M
|
11.4K
$2.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
9.45K+ 2.19% |
$1.5M - $1.69M
|
441K
$77.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
9.01KNew |
$1.43M - $1.61M
|
9.01K
$1.59M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
8.75KNew |
$1.39M - $1.56M
|
8.75K
$1.54M
|
|
|
Feb 11, 2025
Q4 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
8.38KNew |
$1.33M - $1.49M
|
8.38K
$1.48M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.75K+ 322.68% |
$1.23M - $1.38M
|
10.2K
$1.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.54KNew |
$722K - $810K
|
4.54K
$800K
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
4.35K+ 101.99% |
$692K - $775K
|
8.61K
$1.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.22K+ 541.15% |
$672K - $753K
|
5K
$882K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.69KNew |
$587K - $658K
|
3.69K
$651K
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.79K+ 71.42% |
$445K - $498K
|
6.71K
$1.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.37KNew |
$376K - $422K
|
2.37K
$417K
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
2.31KNew |
$367K - $412K
|
2.31K
$407K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.29KNew |
$365K - $409K
|
2.29K
$405K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.18K+ 120.48% |
$346K - $388K
|
3.98K
$703K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.14KNew |
$341K - $382K
|
2.14K
$378K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.07K+ 16.49% |
$330K - $369K
|
14.6K
$2.58M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.06K+ 81.07% |
$327K - $367K
|
4.59K
$810K
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.86KNew |
$296K - $332K
|
1.86K
$329K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.86KNew |
$296K - $332K
|
1.86K
$328K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.53K+ 12.58% |
$243K - $272K
|
13.7K
$2.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.36KNew |
$216K - $242K
|
1.36K
$240K
|
|
|
Feb 11, 2025
Q4 2024
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
1.32KNew |
$209K - $235K
|
1.32K
$232K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.29K+ 24.34% |
$205K - $230K
|
6.59K
$1.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
1.17K+ 1.38% |
$185K - $208K
|
85.6K
$15.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.05K+ 25.47% |
$167K - $187K
|
5.18K
$913K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
892+ 32.65% |
$142K - $159K
|
3.62K
$639K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
798+ 31.82% |
$127K - $142K
|
3.31K
$583K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
757+ 33.03% |
$120K - $135K
|
3.05K
$538K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
741+ 4.09% |
$118K - $132K
|
18.8K
$3.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
652+ 19.19% |
$104K - $116K
|
4.05K
$714K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
634New |
$101K - $113K
|
634
$112K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
581+ 15.99% |
$92.4K - $104K
|
4.22K
$743K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
532+ 23.39% |
$84.6K - $94.9K
|
2.81K
$495K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
439New |
$69.8K - $78.3K
|
439
$77.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
422+ 7.31% |
$67.1K - $75.3K
|
6.19K
$1.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
375New |
$59.7K - $66.9K
|
375
$66.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
359+ 8.31% |
$57.1K - $64K
|
4.68K
$826K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
346+ 26.05% |
$55.1K - $61.7K
|
1.67K
$295K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
306+ 24.27% |
$48.7K - $54.6K
|
1.57K
$276K
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
207+ 15.73% |
$32.9K - $36.9K
|
1.52K
$269K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
202New |
$32.1K - $36K
|
202
$35.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
199New |
$31.7K - $35.5K
|
199
$35.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
190New |
$30.2K - $33.9K
|
190
$33.5K
|