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 23, 2024
Q3 2024
|
Lincoln Capital Corp
|
SELL
|
- |
-4.86K- 15.4% |
$687K - $785K
|
26.7K
$4.37M
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-2.79K- 39.57% |
$394K - $451K
|
4.26K
$698K
|
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-2.03K- 1.75% |
$287K - $328K
|
114K
$18.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-1.51K- 1.08% |
$213K - $243K
|
137K
$22.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-638- 4.67% |
$90.2K - $103K
|
13K
$2.13M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-563- 2.1% |
$79.6K - $90.9K
|
26.2K
$4.29M
|
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-552- 14.49% |
$78K - $89.1K
|
3.26K
$533K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-441- 16.24% |
$62.3K - $71.2K
|
2.27K
$372K
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-325- 4.65% |
$45.9K - $52.5K
|
6.66K
$1.09M
|
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-134- 8.16% |
$18.9K - $21.6K
|
1.51K
$247K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-129- 5.3% |
$18.2K - $20.8K
|
2.31K
$377K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-126- 3.25% |
$17.8K - $20.3K
|
3.75K
$613K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-95- 2.15% |
$13.4K - $15.3K
|
4.32K
$707K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-94- 0.47% |
$13.3K - $15.2K
|
19.8K
$3.24M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-74- 1.54% |
$10.5K - $11.9K
|
4.74K
$776K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-36- 0.42% |
$5.09K - $5.81K
|
8.52K
$1.4M
|
|
| Q2 2024 | |||||||
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-20.1K- 18.44% |
$2.79M - $3.06M
|
88.8K
$14.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.66K- 40.51% |
$647K - $709K
|
6.84K
$1.12M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-4.02K- 6.18% |
$558K - $611K
|
61K
$9.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.78K- 25.64% |
$247K - $270K
|
5.15K
$843K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-322- 4.67% |
$44.7K - $49K
|
6.58K
$1.08M
|
|
|
Jul 29, 2024
Q2 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-300- 0.81% |
$41.7K - $45.6K
|
36.9K
$6.05M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-115- 20.21% |
$16K - $17.5K
|
454
$74.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-20- 10.99% |
$2.78K - $3.04K
|
162
$26.5K
|
|
| Q1 2024 | |||||||
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-8.19K- 43.12% |
$1.04M - $1.24M
|
10.8K
$1.77M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-546- 14.83% |
$69K - $82.7K
|
3.14K
$513K
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-9- 50.0% |
$1.14K - $1.36K
|
9
$1.47K
|
|
| Q4 2023 | |||||||
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
SELL
|
- |
-410- 18.44% |
$43.3K - $54.5K
|
1.81K
$297K
|
|
|
Feb 12, 2024
Q4 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-378- 1.36% |
$40K - $50.3K
|
27.4K
$4.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-355- 7.46% |
$37.5K - $47.2K
|
4.4K
$721K
|
|
| Q3 2023 | |||||||
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-453- 20.08% |
$50.5K - $56.9K
|
1.8K
$295K
|
|
| Q2 2023 | |||||||
|
Jul 26, 2023
Q2 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-1.6K- 33.13% |
$174K - $194K
|
3.23K
$529K
|
|
|
Jul 12, 2023
Q2 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.26K- 36.7% |
$138K - $153K
|
2.18K
$356K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-10- 0.52% |
$1.09K - $1.21K
|
1.92K
$314K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1- 0.03% |
$109 - $121
|
2.99K
$490K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-7.87K- 23.28% |
$843K - $940K
|
25.9K
$4.25M
|
|
|
May 11, 2023
Q1 2023
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-76- 3.96% |
$8.14K - $9.08K
|
1.84K
$302K
|
|
| Q4 2022 | |||||||
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.5K- 35.0% |
$163K - $182K
|
2.78K
$455K
|
|
| Q3 2022 | |||||||
|
Oct 13, 2022
Q3 2022
|
Newfound Research LLC
|
SELL
|
- |
-2.17K- 7.71% |
$226K - $262K
|
26K
$4.25M
|
|
|
Oct 13, 2022
Q3 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-80- 3.99% |
$8.32K - $9.68K
|
1.93K
$315K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-7.53K- 99.5% |
$792K - $959K
|
38
$6.22K
|
|
|
Aug 02, 2022
Q2 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.86KClosed |
$195K - $237K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.18KClosed |
$124K - $150K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-80- 33.33% |
$8.42K - $10.2K
|
160
$26.2K
|
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-33Closed |
$3.47K - $4.21K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Apr 11, 2022
Q1 2022
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-28.5KClosed |
$3.3M - $3.83M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.77KClosed |
$668K - $774K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-5.75KClosed |
$664K - $771K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-5.69KClosed |
$658K - $763K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.3K- 83.2% |
$613K - $711K
|
1.07K
$175K
|
|