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 |
|---|---|---|---|---|---|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
1,884
shares
|
$350,913
0.01% of portfolio
|
Q2 2025
Added 34.28%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jul 09, 2025 Q2 2025 |
1,814
shares
|
$337,875
0.09% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
1,813
shares
|
$337,689
0.4% of portfolio
|
Q4 2023
Reduced 18.44%
|
|
|
Orcam Financial Group
Encinitas, CA |
Aug 15, 2025 Q2 2025 |
1,737
shares
|
$323,533
0.26% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
1,684
shares
|
$313,661
0.0% of portfolio
|
Q1 2025
Reduced 21.38%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
1,672
shares
|
$311,426
0.0% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
1,619
shares
|
$301,554
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Stonehearth Capital Management, LLC
|
Jul 01, 2025 Q2 2025 |
1,585
shares
|
$295,222
0.12% of portfolio
|
Q2 2025
Reduced 27.63%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
1,540
shares
|
$286,840
0.01% of portfolio
|
Q2 2025
Reduced 30.82%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
1,523
shares
|
$283,673
0.01% of portfolio
|
Q2 2025
Reduced 9.18%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
1,502
shares
|
$279,762
0.02% of portfolio
|
Q2 2025
Added 31.52%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
1,466
shares
|
$273,057
0.01% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
1,414
shares
|
$263,371
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Apeiron Ria LLC
|
Aug 07, 2025 Q2 2025 |
1,368
shares
|
$254,803
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Avant Capital LLC
Lafayette, LA |
Aug 14, 2025 Q2 2025 |
1,277
shares
|
$237,854
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
1,268
shares
|
$236,177
0.01% of portfolio
|
Q2 2025
Reduced 62.12%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
1,220
shares
|
$227,237
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cadence Bank
Tupelo, MS |
Aug 14, 2025 Q2 2025 |
1,200
shares
|
$223,512
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
1,174
shares
|
$218,669
0.02% of portfolio
|
Q2 2025
Reduced 89.21%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
1,156
shares
|
$215,316
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,111
shares
|
$206,934
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,100
shares
|
$204,886
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
1,000
shares
|
$186,260
0.01% of portfolio
|
Q4 2024
Reduced 84.54%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
752
shares
|
$140,067
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
609
shares
|
$113,432
0.1% of portfolio
|
Q2 2025
New holding
|