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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-10.6K- 17.69% |
$1.42M - $1.82M
|
49.2K
$8.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-3.08K- 44.26% |
$413K - $531K
|
3.88K
$663K
|
|
|
Jul 14, 2025
Q2 2025
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-1.46K- 13.09% |
$195K - $251K
|
9.66K
$1.65M
|
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-605- 27.63% |
$81.2K - $104K
|
1.59K
$271K
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-538- 0.45% |
$72.2K - $92.8K
|
118K
$20.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-351- 1.6% |
$47.1K - $60.6K
|
21.6K
$3.69M
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-115- 3.1% |
$15.4K - $19.8K
|
3.59K
$614K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-110- 4.9% |
$14.8K - $19K
|
2.14K
$365K
|
|
|
Jul 08, 2025
Q2 2025
|
Iam Advisory, LLC
|
SELL
|
- |
-38- 0.46% |
$5.1K - $6.56K
|
8.31K
$1.42M
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-21- 1.14% |
$2.82K - $3.62K
|
1.81K
$310K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-7- 0.35% |
$940 - $1.21K
|
2.01K
$343K
|
|
| Q1 2025 | |||||||
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-4.22K- 27.91% |
$621K - $743K
|
10.9K
$1.86M
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-3.26K- 2.96% |
$481K - $575K
|
107K
$18.3M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.59K- 53.23% |
$382K - $457K
|
2.28K
$389K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.48K- 44.71% |
$218K - $261K
|
1.83K
$312K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.37K- 48.72% |
$201K - $241K
|
1.44K
$246K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-1.17K- 12.97% |
$172K - $206K
|
7.84K
$1.34M
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-1.16K- 13.79% |
$171K - $205K
|
7.26K
$1.24M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-830- 4.78% |
$122K - $146K
|
16.5K
$2.83M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-786- 0.97% |
$116K - $139K
|
80.4K
$13.7M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-737- 93.89% |
$109K - $130K
|
48
$8.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Davidson Investment Advisors
|
SELL
|
- |
-715- 0.56% |
$105K - $126K
|
127K
$21.8M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-458- 21.38% |
$67.5K - $80.8K
|
1.68K
$288K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-442- 23.76% |
$65.1K - $78K
|
1.42K
$242K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-339- 8.04% |
$50K - $59.8K
|
3.88K
$662K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-250- 2.24% |
$36.8K - $44.1K
|
10.9K
$1.86M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-218- 4.36% |
$32.1K - $38.5K
|
4.78K
$817K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-107- 33.23% |
$15.8K - $18.9K
|
215
$36.7K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-28- 0.84% |
$4.13K - $4.94K
|
3.3K
$564K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-19- 0.22% |
$2.8K - $3.35K
|
8.59K
$1.47M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$147 - $176
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-5.47K- 84.54% |
$870K - $975K
|
1K
$171K
|
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-136- 5.31% |
$21.6K - $24.3K
|
2.42K
$414K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-4- 44.44% |
$636 - $714
|
5
$854
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-903- 2.57% |
$128K - $146K
|
34.3K
$5.85M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-126- 3.25% |
$17.8K - $20.3K
|
3.75K
$640K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-94- 0.47% |
$13.3K - $15.2K
|
19.8K
$3.39M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-46- 28.4% |
$6.5K - $7.43K
|
116
$19.8K
|
|
| Q2 2024 | |||||||
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-115- 20.21% |
$16K - $17.5K
|
454
$77.6K
|
|
| Q1 2024 | |||||||
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-8.19K- 43.12% |
$1.04M - $1.24M
|
10.8K
$1.85M
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-9- 50.0% |
$1.14K - $1.36K
|
9
$1.54K
|
|
| Q4 2023 | |||||||
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
SELL
|
- |
-410- 18.44% |
$43.3K - $54.5K
|
1.81K
$310K
|
|
|
Feb 12, 2024
Q4 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-378- 1.36% |
$40K - $50.3K
|
27.4K
$4.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-355- 7.46% |
$37.5K - $47.2K
|
4.4K
$752K
|
|
| Q3 2023 | |||||||
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-453- 20.08% |
$50.5K - $56.9K
|
1.8K
$308K
|
|
| Q2 2023 | |||||||
|
Jul 26, 2023
Q2 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-1.6K- 33.13% |
$174K - $194K
|
3.23K
$552K
|
|
|
Jul 12, 2023
Q2 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.26K- 36.7% |
$138K - $153K
|
2.18K
$372K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1- 0.03% |
$109 - $121
|
2.99K
$511K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-7.87K- 23.28% |
$843K - $940K
|
25.9K
$4.43M
|
|
| Q3 2022 | |||||||
|
Oct 13, 2022
Q3 2022
|
Newfound Research LLC
|
SELL
|
- |
-2.17K- 7.71% |
$226K - $262K
|
26K
$4.44M
|
|