Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-8.81K- 17.92% |
$1.5M - $1.7M
|
40.4K
$8.06M
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-1.23K- 12.59% |
$210K - $238K
|
8.56K
$1.71M
|
|
|
Oct 15, 2025
Q3 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-900- 27.86% |
$154K - $174K
|
2.33K
$466K
|
|
|
Oct 20, 2025
Q3 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-698- 1.44% |
$119K - $135K
|
47.8K
$9.54M
|
|
|
Oct 22, 2025
Q3 2025
|
Riverview Trust CO
|
SELL
|
- |
-328- 13.36% |
$56K - $63.3K
|
2.13K
$425K
|
|
|
Oct 23, 2025
Q3 2025
|
Nova R Wealth, Inc.
|
SELL
|
- |
-315- 2.5% |
$53.8K - $60.8K
|
12.3K
$2.46M
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-250- 1.17% |
$42.7K - $48.2K
|
21.1K
$4.21M
|
|
|
Oct 21, 2025
Q3 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-224- 8.63% |
$38.2K - $43.2K
|
2.37K
$474K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-157- 3.11% |
$26.8K - $30.3K
|
4.89K
$978K
|
|
|
Oct 27, 2025
Q3 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-138- 3.84% |
$23.6K - $26.6K
|
3.45K
$690K
|
|
|
Oct 16, 2025
Q3 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-52- 0.2% |
$8.88K - $10K
|
26.2K
$5.24M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-44- 29.53% |
$7.51K - $8.49K
|
105
$21K
|
|
|
Oct 24, 2025
Q3 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-27- 1.7% |
$4.61K - $5.21K
|
1.56K
$311K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-2- 2.86% |
$341 - $386
|
68
$13.6K
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-39.4K- 10.14% |
$5.28M - $6.79M
|
349K
$69.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-21.1K- 84.76% |
$2.83M - $3.64M
|
3.8K
$758K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11K- 44.9% |
$1.48M - $1.9M
|
13.5K
$2.69M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-9.71K- 89.21% |
$1.3M - $1.68M
|
1.17K
$235K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-9.68K- 82.09% |
$1.3M - $1.67M
|
2.11K
$422K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-6.13K- 42.8% |
$823K - $1.06M
|
8.2K
$1.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-2.4K- 32.59% |
$323K - $415K
|
4.97K
$993K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.3K- 98.8% |
$309K - $397K
|
28
$5.59K
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-2.27K- 33.52% |
$305K - $392K
|
4.51K
$900K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.2K- 2.15% |
$295K - $379K
|
99.8K
$19.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.08K- 62.12% |
$279K - $359K
|
1.27K
$253K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.74K- 36.44% |
$234K - $301K
|
3.04K
$607K
|
|
|
Jul 14, 2025
Q2 2025
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-1.46K- 13.09% |
$195K - $251K
|
9.66K
$1.93M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.36K- 32.81% |
$182K - $234K
|
2.78K
$555K
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.05K- 13.76% |
$141K - $182K
|
6.6K
$1.32M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-985- 5.95% |
$132K - $170K
|
15.6K
$3.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-933- 15.25% |
$125K - $161K
|
5.18K
$1.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-771- 24.22% |
$104K - $133K
|
2.41K
$482K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-686- 30.82% |
$92.1K - $118K
|
1.54K
$308K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-659- 9.77% |
$88.5K - $114K
|
6.09K
$1.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-655- 3.12% |
$87.9K - $113K
|
20.3K
$4.06M
|
|
|
Aug 05, 2025
Q2 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-544- 6.33% |
$73K - $93.9K
|
8.05K
$1.61M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-351- 1.6% |
$47.1K - $60.6K
|
21.6K
$4.31M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-312- 6.8% |
$41.9K - $53.8K
|
4.28K
$854K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-238- 2.35% |
$32K - $41.1K
|
9.9K
$1.98M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-154- 9.18% |
$20.7K - $26.6K
|
1.52K
$304K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-110- 4.9% |
$14.8K - $19K
|
2.14K
$427K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-52- 36.11% |
$6.98K - $8.97K
|
92
$18.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-21- 1.14% |
$2.82K - $3.62K
|
1.81K
$362K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-5- 50.0% |
$671 - $863
|
5
$999
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-3- 6.25% |
$403 - $518
|
45
$8.99K
|
|
| Q1 2025 | |||||||
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.37K- 48.72% |
$201K - $241K
|
1.44K
$288K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-458- 21.38% |
$67.5K - $80.8K
|
1.68K
$336K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-442- 23.76% |
$65.1K - $78K
|
1.42K
$283K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-107- 33.23% |
$15.8K - $18.9K
|
215
$43K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-28- 0.84% |
$4.13K - $4.94K
|
3.3K
$660K
|
|