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 |
---|---|---|---|---|---|
Aspect Partners, LLC
Fairfax, VA |
May 17, 2024 Q1 2024 |
8,192
shares
|
$1.23 Million
0.98% of portfolio
|
Q1 2024
Added 3.43%
|
|
Iam Advisory, LLC
|
Apr 15, 2024 Q1 2024 |
8,081
shares
|
$1.21 Million
0.34% of portfolio
|
Q1 2024
New holding
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
7,373
shares
|
$1.11 Million
0.0% of portfolio
|
Q1 2024
Added 51.06%
|
|
Blb&B Advisors, LLC
|
Apr 26, 2024 Q1 2024 |
7,250
shares
|
$1.09 Million
0.06% of portfolio
|
Q3 2023
New holding
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
6,926
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2024
Reduced 32.57%
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
6,900
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2024
Added 29.24%
|
|
Edge Capital Group, LLC
|
May 14, 2024 Q1 2024 |
6,761
shares
|
$1.02 Million
0.05% of portfolio
|
Q1 2024
Reduced 18.56%
|
|
Drive Wealth Management, LLC
Lehi, UT |
Apr 22, 2024 Q1 2024 |
6,423
shares
|
$964,734
0.28% of portfolio
|
Q1 2024
Added 108.74%
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
5,286
shares
|
$793,957
0.0% of portfolio
|
Q1 2024
New holding
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
5,215
shares
|
$783,292
0.0% of portfolio
|
Q1 2024
Added 26.64%
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2024 Q1 2024 |
4,320
shares
|
$648,864
0.0% of portfolio
|
Q1 2024
New holding
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
4,239
shares
|
$636,697
0.0% of portfolio
|
Q1 2024
Added 0.38%
|
|
Tectonic Advisors LLC
Plano, TX |
May 07, 2024 Q1 2024 |
3,857
shares
|
$579,321
0.05% of portfolio
|
Q1 2024
Reduced 13.5%
|
|
Toroso Investments, LLC
Massapequa, NY |
May 15, 2024 Q1 2024 |
3,719
shares
|
$558,593
0.01% of portfolio
|
Q1 2024
New holding
|
|
Graypoint LLC
|
May 02, 2024 Q1 2024 |
3,609
shares
|
$542,071
0.04% of portfolio
|
Q1 2024
Reduced 2.83%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
3,404
shares
|
$511,280
0.0% of portfolio
|
Q1 2024
Added 47.81%
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2024 Q1 2024 |
3,399
shares
|
$510,529
0.02% of portfolio
|
Q1 2024
Added 5.2%
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Apr 15, 2024 Q1 2024 |
3,230
shares
|
$485,145
0.47% of portfolio
|
Q2 2023
Reduced 33.13%
|
|
United Advisor Group, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
3,220
shares
|
$483,643
0.19% of portfolio
|
Q1 2024
New holding
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
3,135
shares
|
$470,876
0.0% of portfolio
|
Q1 2024
Reduced 14.83%
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
3,120
shares
|
$468,623
0.01% of portfolio
|
Q1 2024
Reduced 8.72%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
3,099
shares
|
$465,469
0.0% of portfolio
|
Q1 2024
Added 106.05%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
May 06, 2024 Q1 2024 |
3,086
shares
|
$463,517
0.0% of portfolio
|
Q1 2024
Added 2.32%
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2024 Q1 2024 |
3,080
shares
|
$462,615
0.01% of portfolio
|
Q1 2024
Added 2.98%
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
2,991
shares
|
$449,248
0.21% of portfolio
|
Q2 2023
Reduced 0.03%
|