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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-228K- 73.27% |
$38.9M - $44M
|
83.1K
$15.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Systelligence, LLC
|
SELL
|
- |
-59.9K- 33.56% |
$10.2M - $11.6M
|
119K
$22M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-21.1K- 43.63% |
$3.6M - $4.07M
|
27.2K
$5.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-9.6K- 81.91% |
$1.64M - $1.85M
|
2.12K
$393K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-9.51K- 12.09% |
$1.62M - $1.84M
|
69.2K
$12.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-8.81K- 17.92% |
$1.5M - $1.7M
|
40.4K
$7.47M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-5.15K- 1.48% |
$880K - $994K
|
343K
$63.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-3.6K- 3.35% |
$615K - $695K
|
104K
$19.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.26K- 3.53% |
$556K - $628K
|
88.9K
$16.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.61K- 16.24% |
$274K - $310K
|
8.29K
$1.54M
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-1.47K- 17.91% |
$251K - $283K
|
6.73K
$1.25M
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-1.23K- 12.59% |
$210K - $238K
|
8.56K
$1.59M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.05K- 17.26% |
$179K - $203K
|
5.04K
$933K
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.05K- 21.04% |
$179K - $202K
|
3.93K
$727K
|
|
|
Oct 15, 2025
Q3 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-900- 27.86% |
$154K - $174K
|
2.33K
$432K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-776- 69.85% |
$132K - $150K
|
335
$62K
|
|
|
Oct 20, 2025
Q3 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-698- 1.44% |
$119K - $135K
|
47.8K
$8.84M
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-571- 8.65% |
$97.5K - $110K
|
6.03K
$1.12M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-494- 32.08% |
$84.3K - $95.3K
|
1.05K
$194K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-492- 12.51% |
$84K - $94.9K
|
3.44K
$637K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-457- 11.05% |
$78K - $88.2K
|
3.68K
$681K
|
|
|
Nov 07, 2025
Q3 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-401- 4.23% |
$68.4K - $77.4K
|
9.08K
$1.68M
|
|
|
Oct 22, 2025
Q3 2025
|
Riverview Trust CO
|
SELL
|
- |
-328- 13.36% |
$56K - $63.3K
|
2.13K
$394K
|
|
|
Oct 23, 2025
Q3 2025
|
Nova R Wealth, Inc.
|
SELL
|
- |
-315- 2.5% |
$53.8K - $60.8K
|
12.3K
$2.28M
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-292- 3.02% |
$49.8K - $56.3K
|
9.37K
$1.74M
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-250- 1.17% |
$42.7K - $48.2K
|
21.1K
$3.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-224- 8.63% |
$38.2K - $43.2K
|
2.37K
$439K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-222- 2.65% |
$37.9K - $42.8K
|
8.16K
$1.51M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-157- 3.11% |
$26.8K - $30.3K
|
4.89K
$906K
|
|
|
Oct 27, 2025
Q3 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-138- 3.84% |
$23.6K - $26.6K
|
3.45K
$640K
|
|
|
Oct 16, 2025
Q3 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-52- 0.2% |
$8.88K - $10K
|
26.2K
$4.86M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-44- 29.53% |
$7.51K - $8.49K
|
105
$19.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-43- 1.01% |
$7.34K - $8.3K
|
4.23K
$784K
|
|
|
Oct 24, 2025
Q3 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-27- 1.7% |
$4.61K - $5.21K
|
1.56K
$289K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-25- 55.56% |
$4.27K - $4.82K
|
20
$3.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-10- 0.49% |
$1.71K - $1.93K
|
2.02K
$374K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-2- 2.86% |
$341 - $386
|
68
$12.6K
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-21.1K- 84.76% |
$2.83M - $3.64M
|
3.8K
$703K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-9.68K- 82.09% |
$1.3M - $1.67M
|
2.11K
$391K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.3K- 98.8% |
$309K - $397K
|
28
$5.19K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.08K- 62.12% |
$279K - $359K
|
1.27K
$235K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-771- 24.22% |
$104K - $133K
|
2.41K
$447K
|
|
|
Aug 05, 2025
Q2 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-544- 6.33% |
$73K - $93.9K
|
8.05K
$1.49M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-110- 4.9% |
$14.8K - $19K
|
2.14K
$395K
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-21- 1.14% |
$2.82K - $3.62K
|
1.81K
$336K
|
|
| Q1 2025 | |||||||
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.37K- 48.72% |
$201K - $241K
|
1.44K
$267K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-458- 21.38% |
$67.5K - $80.8K
|
1.68K
$312K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-442- 23.76% |
$65.1K - $78K
|
1.42K
$263K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-107- 33.23% |
$15.8K - $18.9K
|
215
$39.8K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-28- 0.84% |
$4.13K - $4.94K
|
3.3K
$612K
|
|