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 |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
21,321
shares
|
$3.97 Million
0.0% of portfolio
|
Q2 2025
Added 50.83%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
20,344
shares
|
$3.79 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.12%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
20,207
shares
|
$3.76 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
|
$3.69 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
17,899
shares
|
$3.33 Million
0.04% of portfolio
|
Q2 2025
Added 28.13%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
15,560
shares
|
$2.9 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.93%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
15,560
shares
|
$2.9 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.95%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
13,484
shares
|
$2.51 Million
0.0% of portfolio
|
Q2 2025
Reduced 44.9%
|
|
|
Nova R Wealth, Inc.
|
Jul 17, 2025 Q2 2025 |
12,612
shares
|
$2.35 Million
1.08% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
12,443
shares
|
$2.32 Million
0.01% of portfolio
|
Q2 2025
Added 14.1%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
12,086
shares
|
$2.25 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
11,719
shares
|
$2.18 Million
0.0% of portfolio
|
Q2 2025
Added 19.52%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
10,801
shares
|
$2.01 Million
0.05% of portfolio
|
Q1 2024
Reduced 43.12%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
9,923
shares
|
$1.85 Million
0.14% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
9,902
shares
|
$1.84 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
9,791
shares
|
$1.82 Million
1.24% of portfolio
|
Q2 2025
Added 5.04%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jul 14, 2025 Q2 2025 |
9,663
shares
|
$1.8 Million
1.52% of portfolio
|
Q2 2025
Reduced 13.09%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Jul 24, 2025 Q2 2025 |
9,481
shares
|
$1.77 Million
1.1% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
8,380
shares
|
$1.56 Million
0.01% of portfolio
|
Q2 2025
Added 6.85%
|
|
|
Iam Advisory, LLC
|
Jul 08, 2025 Q2 2025 |
8,310
shares
|
$1.55 Million
0.36% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
8,197
shares
|
$1.53 Million
0.01% of portfolio
|
Q2 2025
Reduced 42.8%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Aug 05, 2025 Q2 2025 |
8,046
shares
|
$1.5 Million
0.57% of portfolio
|
Q2 2025
Reduced 6.33%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
7,991
shares
|
$1.49 Million
0.68% of portfolio
|
Q2 2025
Added 10.07%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
7,655
shares
|
$1.43 Million
0.71% of portfolio
|
Q2 2025
Added 107.51%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
7,394
shares
|
$1.38 Million
0.04% of portfolio
|
Q2 2025
Added 5.09%
|