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 |
|---|---|---|---|---|---|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Aug 14, 2025 Q2 2025 |
7,306
shares
|
$1.36 Million
0.86% of portfolio
|
Q2 2025
Added 143.61%
|
|
|
Blb&B Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
7,250
shares
|
$1.35 Million
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
6,604
shares
|
$1.23 Million
0.08% of portfolio
|
Q2 2025
Reduced 13.76%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
6,515
shares
|
$1.21 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Northwest Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
6,515
shares
|
$1.21 Million
0.64% of portfolio
|
Q2 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
6,415
shares
|
$1.19 Million
0.01% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
6,089
shares
|
$1.13 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.77%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
5,370
shares
|
$1 Million
0.01% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
5,184
shares
|
$965,571
0.01% of portfolio
|
Q2 2025
Reduced 15.25%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
5,051
shares
|
$940,799
0.02% of portfolio
|
Q2 2025
Added 16193.55%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
4,972
shares
|
$926,084
0.08% of portfolio
|
Q2 2025
Reduced 32.59%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
4,916
shares
|
$915,654
0.23% of portfolio
|
Q2 2025
Added 11.42%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Aug 13, 2025 Q2 2025 |
4,588
shares
|
$854,560
0.89% of portfolio
|
Q2 2025
Added 202.84%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
4,507
shares
|
$839,473
0.01% of portfolio
|
Q2 2025
Reduced 33.52%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
4,276
shares
|
$796,447
0.02% of portfolio
|
Q2 2025
Reduced 6.8%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
4,231
shares
|
$788,066
0.0% of portfolio
|
Q2 2025
Added 12.05%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
4,135
shares
|
$770,185
0.01% of portfolio
|
Q2 2025
Added 134.28%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
4,043
shares
|
$753,049
0.02% of portfolio
|
Q2 2025
Added 138.24%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
3,933
shares
|
$732,560
0.0% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
3,884
shares
|
$723,433
0.0% of portfolio
|
Q2 2025
Added 15.15%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
3,879
shares
|
$722,502
0.08% of portfolio
|
Q2 2025
Reduced 44.26%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
3,872
shares
|
$721,198
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
3,795
shares
|
$706,856
0.0% of portfolio
|
Q2 2025
Reduced 84.76%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,745
shares
|
$697,543
0.0% of portfolio
|
Q3 2024
Reduced 3.25%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
3,601
shares
|
$670,722
0.01% of portfolio
|
Q2 2025
Added 5.48%
|