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 |
|---|---|---|---|---|---|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jul 17, 2025 Q2 2025 |
3,591
shares
|
$668,859
0.23% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
3,303
shares
|
$615,216
0.11% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jul 14, 2025 Q2 2025 |
3,230
shares
|
$601,619
0.42% of portfolio
|
Q2 2023
Reduced 33.13%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
3,229
shares
|
$601,433
0.05% of portfolio
|
Q2 2025
Added 10.36%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
3,160
shares
|
$588,581
0.02% of portfolio
|
Q2 2025
Added 12.7%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
3,040
shares
|
$566,230
0.0% of portfolio
|
Q2 2025
Reduced 36.44%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
2,991
shares
|
$557,103
0.21% of portfolio
|
Q2 2023
Reduced 0.03%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
2,777
shares
|
$517,244
0.0% of portfolio
|
Q2 2025
Reduced 32.81%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
2,596
shares
|
$483,530
0.03% of portfolio
|
Q2 2025
Reduced 12.59%
|
|
|
Riverview Trust CO
|
Jul 18, 2025 Q2 2025 |
2,456
shares
|
$457,454
0.7% of portfolio
|
Q3 2024
New holding
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
2,435
shares
|
$453,543
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
2,412
shares
|
$449,259
0.0% of portfolio
|
Q2 2025
Reduced 24.22%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Jul 22, 2025 Q2 2025 |
2,307
shares
|
$429,701
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
2,250
shares
|
$419,085
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
2,180
shares
|
$406,046
0.0% of portfolio
|
Q2 2025
Added 29.45%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
2,142
shares
|
$398,968
0.01% of portfolio
|
Q1 2025
Added 10.53%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
2,135
shares
|
$397,665
0.02% of portfolio
|
Q2 2025
Reduced 4.9%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,112
shares
|
$393,381
0.0% of portfolio
|
Q2 2025
Reduced 82.09%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
2,109
shares
|
$392,822
0.01% of portfolio
|
Q2 2025
Added 8.38%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
2,069
shares
|
$385,371
0.01% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
2,031
shares
|
$378,294
0.19% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
2,010
shares
|
$374,382
0.02% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
1,955
shares
|
$364,138
0.01% of portfolio
|
Q2 2025
Added 6.95%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
1,928
shares
|
$359,109
0.0% of portfolio
|
Q2 2025
Added 39.41%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
1,925
shares
|
$358,550
0.04% of portfolio
|
Q3 2022
Reduced 3.99%
|