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 132 institutions that hold shares in the stock, with a total of 2.55 Million shares, which have been reported (via 13F filing form) to have a value of $392 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
1,000
shares
|
$153,720
0.01% of portfolio
|
Q4 2024
Reduced 84.54%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
785
shares
|
$120,670
0.0% of portfolio
|
Q4 2024
Reduced 11.5%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
634
shares
|
$97,458
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
500
shares
|
$76,860
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
477
shares
|
$73,324
0.03% of portfolio
|
Q4 2024
Added 6.71%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
454
shares
|
$69,788
0.0% of portfolio
|
Q2 2024
Reduced 20.21%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
439
shares
|
$67,483
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
375
shares
|
$57,645
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
322
shares
|
$49,497
0.01% of portfolio
|
Q4 2024
Added 41.85%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
203
shares
|
$31,205
0.0% of portfolio
|
Q2 2024
Added 9.14%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
202
shares
|
$31,051
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
199
shares
|
$30,590
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
190
shares
|
$29,206
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
160
shares
|
$24,595
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
144
shares
|
$22,135
0.0% of portfolio
|
Q4 2024
Added 56.52%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
133
shares
|
$20,444
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
125
shares
|
$19,215
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Coastline Trust CO
|
Feb 13, 2025 Q4 2024 |
125
shares
|
$19,215
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
116
shares
|
$17,831
0.0% of portfolio
|
Q3 2024
Reduced 28.4%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
107
shares
|
$16,448
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
100
shares
|
$15,372
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
40
shares
|
$6,148
0.0% of portfolio
|
Q4 2024
Added 11.11%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
39
shares
|
$5,995
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
32
shares
|
$4,919
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
31
shares
|
$4,765
0.0% of portfolio
|
Q3 2024
Added 29.17%
|