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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.88KNew |
$210K - $237K
|
1.88K
$332K
|
|
|
Oct 27, 2023
Q3 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
1.84KNew |
$205K - $231K
|
1.84K
$324K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
5.09KNew |
$556K - $618K
|
5.09K
$899K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
133New |
$14.5K - $16.1K
|
133
$23.5K
|
|
| Q1 2023 | |||||||
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
15K+ 142.05% |
$1.6M - $1.79M
|
25.5K
$4.49M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.52KNew |
$270K - $301K
|
2.52K
$445K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
300New |
$32.1K - $35.9K
|
300
$52.9K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
125New |
$13.4K - $14.9K
|
125
$22K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
25New |
$2.68K - $2.99K
|
25
$4.41K
|
|
| Q4 2022 | |||||||
|
Feb 01, 2023
Q4 2022
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
21.2KNew |
$2.31M - $2.59M
|
21.2K
$3.74M
|
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
9.82K+ 282.31% |
$1.07M - $1.2M
|
13.3K
$2.34M
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
160New |
$16.6K - $19.4K
|
160
$28.2K
|
|
| Q1 2022 | |||||||
|
Jun 01, 2022
Q1 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
100New |
$11.6K - $13.4K
|
100
$17.6K
|
|
| Q4 2018 | |||||||
|
Jan 25, 2019
Q4 2018
|
Cwm, LLC
|
BUY
|
- |
182New |
N/A
|
182
$32.1K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
5.13KNew |
N/A
|
5.13K
$905K
|
|
| Q2 2018 | |||||||
|
Aug 09, 2018
Q2 2018
|
Gradient Investments LLC
|
BUY
|
- |
250New |
N/A
|
250
$44.1K
|
|