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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
175+ 0.44% |
$27.8K - $31.2K
|
39.7K
$6.98M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
157+ 4.82% |
$25K - $28K
|
3.41K
$599K
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
BUY
|
- |
151+ 0.57% |
$24K - $26.9K
|
26.9K
$4.72M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
149+ 10.28% |
$23.7K - $26.6K
|
1.6K
$281K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
135+ 6.7% |
$21.5K - $24.1K
|
2.15K
$378K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
95+ 41.85% |
$15.1K - $16.9K
|
322
$56.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
52+ 56.52% |
$8.27K - $9.28K
|
144
$25.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
44+ 1.8% |
$7K - $7.85K
|
2.49K
$437K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
30+ 6.71% |
$4.77K - $5.35K
|
477
$83.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
28New |
$4.46K - $4.99K
|
28
$4.92K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
22New |
$3.5K - $3.92K
|
22
$3.86K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15+ 0.09% |
$2.39K - $2.68K
|
17.4K
$3.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
10New |
$1.59K - $1.78K
|
10
$1.76K
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
10+ 0.66% |
$1.59K - $1.78K
|
1.52K
$267K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
10+ 0.53% |
$1.59K - $1.78K
|
1.9K
$334K
|
|
|
Feb 14, 2025
Q4 2024
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
4+ 0.23% |
$636 - $714
|
1.73K
$303K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
4+ 11.11% |
$636 - $714
|
40
$7.02K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2+ 0.1% |
$318 - $357
|
2.06K
$362K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1+ 0.03% |
$159 - $178
|
3.18K
$559K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.07% |
$159 - $178
|
1.46K
$257K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
25.6K+ 86.17% |
$3.62M - $4.14M
|
55.4K
$9.73M
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
9.45K+ 306.72% |
$1.33M - $1.53M
|
12.5K
$2.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
2.46KNew |
$347K - $397K
|
2.46K
$431K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.71KNew |
$242K - $277K
|
1.71K
$301K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.47KNew |
$208K - $237K
|
1.47K
$258K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
992+ 30.81% |
$140K - $160K
|
4.21K
$739K
|
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
700New |
$98.9K - $113K
|
700
$123K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
408New |
$57.7K - $65.9K
|
408
$71.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
125New |
$17.7K - $20.2K
|
125
$21.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
107New |
$15.1K - $17.3K
|
107
$18.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
100New |
$14.1K - $16.1K
|
100
$17.6K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
32New |
$4.52K - $5.17K
|
32
$5.62K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
7+ 29.17% |
$989 - $1.13K
|
31
$5.44K
|
|
| Q2 2024 | |||||||
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
3.2K+ 4.35% |
$444K - $487K
|
76.7K
$13.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Trust CO
|
BUY
|
- |
2.46KNew |
$341K - $374K
|
2.46K
$431K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.14K+ 17.78% |
$159K - $174K
|
7.57K
$1.33M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
493New |
$68.5K - $75K
|
493
$86.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
17+ 9.14% |
$2.36K - $2.59K
|
203
$35.6K
|
|
| Q1 2024 | |||||||
|
Apr 24, 2024
Q1 2024
|
Win Advisors, Inc
|
BUY
|
- |
49.7KNew |
$6.28M - $7.52M
|
49.7K
$8.72M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
4.32KNew |
$546K - $654K
|
4.32K
$758K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
500New |
$63.2K - $75.7K
|
500
$87.8K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$12.6K - $15.1K
|
100
$17.6K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
39New |
$4.93K - $5.91K
|
39
$6.85K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
20New |
$2.53K - $3.03K
|
20
$3.51K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
15+ 0.76% |
$1.9K - $2.27K
|
1.99K
$349K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$126 - $151
|
1
$176
|
|
| Q4 2023 | |||||||
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
7.35KNew |
$777K - $977K
|
7.35K
$1.29M
|
|
| Q3 2023 | |||||||
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
7.25KNew |
$809K - $911K
|
7.25K
$1.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.88KNew |
$210K - $237K
|
1.88K
$331K
|
|