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 151 institutions that hold shares in the stock, with a total of 3.38 Million shares, which have been reported (via 13F filing form) to have a value of $630 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
597,746
shares
|
$111 Million
2.32% of portfolio
|
Q2 2025
Added 24.56%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
348,637
shares
|
$64.9 Million
1.47% of portfolio
|
Q2 2025
Reduced 10.14%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
311,015
shares
|
$57.9 Million
0.1% of portfolio
|
Q2 2025
Added 7.3%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Aug 01, 2025 Q2 2025 |
279,497
shares
|
$52.1 Million
2.62% of portfolio
|
Q2 2025
Added 3.71%
|
|
|
Systelligence, LLC
|
Jul 29, 2025 Q2 2025 |
178,522
shares
|
$33.3 Million
6.34% of portfolio
|
Q2 2025
Added 22.85%
|
|
|
Davidson Investment Advisors
|
Jul 28, 2025 Q2 2025 |
132,299
shares
|
$24.6 Million
1.07% of portfolio
|
Q2 2025
Added 3.9%
|
|
|
Anderson Hoagland & CO
|
Jul 10, 2025 Q2 2025 |
118,390
shares
|
$22.1 Million
1.99% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Cabot Wealth Management Inc
|
Jul 31, 2025 Q2 2025 |
107,961
shares
|
$20.1 Million
2.23% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
107,518
shares
|
$20 Million
0.42% of portfolio
|
Q2 2025
Added 51.5%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
99,808
shares
|
$18.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
92,105
shares
|
$17.2 Million
0.0% of portfolio
|
Q2 2025
Added 14.49%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
78,675
shares
|
$14.7 Million
0.0% of portfolio
|
Q2 2025
Added 6.01%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
49,165
shares
|
$9.16 Million
1.22% of portfolio
|
Q2 2025
Reduced 17.69%
|
|
|
Armbruster Capital Management, Inc.
|
Jul 23, 2025 Q2 2025 |
48,448
shares
|
$9.02 Million
1.52% of portfolio
|
Q2 2025
Added 18.48%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
48,314
shares
|
$9 Million
0.0% of portfolio
|
Q2 2025
Added 16.84%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
29,300
shares
|
$5.46 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
29,158
shares
|
$5.43 Million
0.03% of portfolio
|
Q2 2025
Added 4.65%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
26,344
shares
|
$4.91 Million
0.03% of portfolio
|
Q2 2025
Added 248.88%
|
|
|
Lincoln Capital Corp
|
Jul 09, 2025 Q2 2025 |
26,283
shares
|
$4.9 Million
1.89% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
25,961
shares
|
$4.84 Million
6.72% of portfolio
|
Q3 2022
Reduced 7.71%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
25,476
shares
|
$4.75 Million
0.85% of portfolio
|
Q1 2023
Added 142.05%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
23,917
shares
|
$4.45 Million
0.23% of portfolio
|
Q2 2025
Added 89.59%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
21,653
shares
|
$4.03 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
21,575
shares
|
$4.02 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
21,333
shares
|
$3.97 Million
0.83% of portfolio
|
Q2 2025
Reduced 3.74%
|