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 148 institutions that hold shares in the stock, with a total of 3.11 Million shares, which have been reported (via 13F filing form) to have a value of $531 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
479,873
shares
|
$82 Million
2.21% of portfolio
|
Q1 2025
Added 8.73%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
387,992
shares
|
$66.3 Million
1.43% of portfolio
|
Q1 2025
Added 398.6%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
289,868
shares
|
$49.5 Million
0.09% of portfolio
|
Q1 2025
Added 7.2%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
May 23, 2025 Q1 2025 |
269,499
shares
|
$46 Million
2.41% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Systelligence, LLC
|
Apr 22, 2025 Q1 2025 |
145,318
shares
|
$24.8 Million
5.91% of portfolio
|
Q1 2025
Added 51.42%
|
|
|
Davidson Investment Advisors
|
Apr 29, 2025 Q1 2025 |
127,332
shares
|
$21.8 Million
0.99% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Anderson Hoagland & CO
|
Jul 10, 2025 Q2 2025 |
118,390
shares
|
$20.2 Million
1.99% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Cabot Wealth Management Inc
|
Apr 21, 2025 Q1 2025 |
106,970
shares
|
$18.3 Million
2.08% of portfolio
|
Q1 2025
Reduced 2.96%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
102,003
shares
|
$17.4 Million
0.01% of portfolio
|
Q1 2025
Added 18.91%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
80,449
shares
|
$13.7 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
74,212
shares
|
$12.7 Million
0.0% of portfolio
|
Q1 2025
Added 10.03%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
70,970
shares
|
$12.1 Million
0.28% of portfolio
|
Q1 2025
Added 13.27%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
May 06, 2025 Q1 2025 |
59,732
shares
|
$10.2 Million
1.44% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
41,352
shares
|
$7.07 Million
0.0% of portfolio
|
Q1 2025
Added 811.24%
|
|
|
Armbruster Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
40,893
shares
|
$6.99 Million
1.24% of portfolio
|
Q1 2025
Added 2.9%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
27,862
shares
|
$4.76 Million
0.03% of portfolio
|
Q1 2025
Added 174.31%
|
|
|
Lincoln Capital Corp
|
Jul 09, 2025 Q2 2025 |
26,283
shares
|
$4.49 Million
1.89% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
25,961
shares
|
$4.44 Million
6.72% of portfolio
|
Q3 2022
Reduced 7.71%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
25,476
shares
|
$4.35 Million
0.85% of portfolio
|
Q1 2023
Added 142.05%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
24,895
shares
|
$4.25 Million
0.0% of portfolio
|
Q1 2025
Added 524.87%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Apr 01, 2025 Q1 2025 |
22,162
shares
|
$3.79 Million
0.84% of portfolio
|
Q1 2025
Added 6.75%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
21,575
shares
|
$3.69 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
20,999
shares
|
$3.59 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
20,207
shares
|
$3.45 Million
0.47% of portfolio
|
Q2 2025
Added 3.07%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
19,817
shares
|
$3.39 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.47%
|