Institutional Ownership Vanguard Wellington Fd U S Mom (VFMO)
This table provides information about the institutional ownership of Vanguard Wellington Fd U S Mom (VFMO). We have compiled data on the 86 institutions that hold shares in the stock, with a total of 2.03 Million shares, which have been reported (via 13F filing form) to have a value of $306 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ritholtz Wealth Management
|
Apr 24, 2024 Q1 2024 |
421,309
shares
|
$63.3 Million
2.22% of portfolio
|
Q1 2024
Added 0.13%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
May 07, 2024 Q1 2024 |
276,643
shares
|
$41.6 Million
2.71% of portfolio
|
Q1 2024
Added 0.68%
|
|
|
Davidson Investment Advisors
|
May 13, 2024 Q1 2024 |
203,320
shares
|
$30.5 Million
1.6% of portfolio
|
Q1 2024
Added 75.97%
|
|
|
Anderson Hoagland & CO
|
Apr 11, 2024 Q1 2024 |
138,544
shares
|
$20.8 Million
2.34% of portfolio
|
Q1 2024
Added 1.0%
|
|
|
Cabot Wealth Management Inc
|
May 02, 2024 Q1 2024 |
127,421
shares
|
$19.1 Million
2.53% of portfolio
|
Q1 2024
Reduced 1.27%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
108,893
shares
|
$16.4 Million
0.01% of portfolio
|
Q1 2024
Reduced 1.57%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Apr 10, 2024 Q1 2024 |
83,393
shares
|
$12.5 Million
10.78% of portfolio
|
Q1 2024
Added 2.43%
|
|
|
Symmetry Partners, LLC
|
Apr 02, 2024 Q1 2024 |
73,487
shares
|
$11 Million
0.87% of portfolio
|
Q1 2024
Added 14.5%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 06, 2024 Q1 2024 |
64,987
shares
|
$9.76 Million
0.3% of portfolio
|
Q1 2024
Reduced 5.37%
|
|
|
Win Advisors, Inc
|
Apr 24, 2024 Q1 2024 |
49,680
shares
|
$7.46 Million
3.31% of portfolio
|
Q1 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
38,705
shares
|
$5.81 Million
0.0% of portfolio
|
Q1 2024
Added 4.51%
|
|
|
Armbruster Capital Management, Inc.
|
May 07, 2024 Q1 2024 |
37,240
shares
|
$5.59 Million
1.2% of portfolio
|
Q1 2024
Reduced 0.73%
|
|
|
Lincoln Capital Corp
|
Apr 15, 2024 Q1 2024 |
33,688
shares
|
$5.06 Million
2.26% of portfolio
|
Q1 2024
Added 2.35%
|
|
|
Journey Advisory Group, LLC
|
May 09, 2024 Q1 2024 |
33,546
shares
|
$5.04 Million
0.63% of portfolio
|
Q1 2024
Added 1.46%
|
|
|
Umb Bank, N.A.
|
Apr 26, 2024 Q1 2024 |
26,695
shares
|
$4.01 Million
0.07% of portfolio
|
Q1 2024
Reduced 2.7%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
25,961
shares
|
$3.9 Million
6.72% of portfolio
|
Q3 2022
Reduced 7.71%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
25,476
shares
|
$3.83 Million
0.85% of portfolio
|
Q1 2023
Added 142.05%
|
|
|
Great Valley Advisor Group, Inc.
|
May 03, 2024 Q1 2024 |
25,107
shares
|
$3.77 Million
0.12% of portfolio
|
Q1 2024
Added 42.84%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
20,177
shares
|
$3.03 Million
0.0% of portfolio
|
Q1 2024
Reduced 3.07%
|
|
|
Nova R Wealth, Inc.
|
Apr 12, 2024 Q1 2024 |
13,129
shares
|
$1.97 Million
1.08% of portfolio
|
Q1 2024
Reduced 4.59%
|
|
|
Geneos Wealth Management Inc.
|
May 03, 2024 Q1 2024 |
11,500
shares
|
$1.73 Million
0.08% of portfolio
|
Q1 2024
Reduced 10.34%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
10,881
shares
|
$1.63 Million
0.0% of portfolio
|
Q1 2024
Added 2.3%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
10,801
shares
|
$1.62 Million
0.05% of portfolio
|
Q1 2024
Reduced 43.12%
|
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
10,037
shares
|
$1.51 Million
0.01% of portfolio
|
Q1 2024
Added 4.19%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
9,313
shares
|
$1.4 Million
0.0% of portfolio
|
Q1 2024
Added 108.62%
|
|