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 114 institutions that hold shares in the stock, with a total of 2.13 Million shares, which have been reported (via 13F filing form) to have a value of $365 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
441,345
shares
|
$76.2 Million
2.16% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2024 Q3 2024 |
275,788
shares
|
$47.6 Million
2.64% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Anderson Hoagland & CO
|
Jan 21, 2025 Q4 2024 |
135,719
shares
|
$23.4 Million
2.4% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Davidson Investment Advisors
|
Jan 31, 2025 Q4 2024 |
128,047
shares
|
$22.1 Million
1.07% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Cabot Wealth Management Inc
|
Oct 15, 2024 Q3 2024 |
113,879
shares
|
$19.7 Million
2.31% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Systelligence, LLC
|
Jan 31, 2025 Q4 2024 |
95,969
shares
|
$16.6 Million
4.16% of portfolio
|
Q4 2024
Added 28.77%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Oct 25, 2024 Q3 2024 |
84,433
shares
|
$14.6 Million
10.51% of portfolio
|
Q3 2024
Added 3.65%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
82,210
shares
|
$14.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.43%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
62,657
shares
|
$10.8 Million
0.28% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
60,979
shares
|
$10.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.33%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
55,408
shares
|
$9.57 Million
0.23% of portfolio
|
Q3 2024
Added 86.17%
|
|
|
Armbruster Capital Management, Inc.
|
Jan 22, 2025 Q4 2024 |
39,740
shares
|
$6.86 Million
1.33% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Journey Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
34,257
shares
|
$5.92 Million
0.64% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Lincoln Capital Corp
|
Jan 17, 2025 Q4 2024 |
26,866
shares
|
$4.64 Million
1.91% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
26,199
shares
|
$4.53 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
25,961
shares
|
$4.48 Million
6.72% of portfolio
|
Q3 2022
Reduced 7.71%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
25,476
shares
|
$4.4 Million
0.85% of portfolio
|
Q1 2023
Added 142.05%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jan 28, 2025 Q4 2024 |
20,761
shares
|
$3.59 Million
0.85% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
19,817
shares
|
$3.42 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
18,840
shares
|
$3.25 Million
0.46% of portfolio
|
Q4 2024
Added 4.09%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
17,360
shares
|
$3 Million
0.01% of portfolio
|
Q3 2024
Added 153.02%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
15,604
shares
|
$2.7 Million
0.04% of portfolio
|
Q3 2024
Added 44.94%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
15,100
shares
|
$2.61 Million
0.28% of portfolio
|
Q4 2024
Added 536.86%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
13,790
shares
|
$2.38 Million
1.5% of portfolio
|
Q1 2024
Reduced 12.23%
|
|
|
Nova R Wealth, Inc.
|
Jan 30, 2025 Q4 2024 |
12,640
shares
|
$2.18 Million
1.09% of portfolio
|
Q4 2024
Reduced 3.02%
|