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 |
|---|---|---|---|---|---|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
500
shares
|
$93,130
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
454
shares
|
$84,562
0.0% of portfolio
|
Q2 2024
Reduced 20.21%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
412
shares
|
$76,739
0.0% of portfolio
|
Q2 2025
Added 464.38%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
375
shares
|
$69,847
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
352
shares
|
$65,563
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
215
shares
|
$40,045
0.0% of portfolio
|
Q1 2025
Reduced 33.23%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
208
shares
|
$38,742
0.0% of portfolio
|
Q2 2025
Reduced 90.87%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
203
shares
|
$37,810
0.01% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
160
shares
|
$29,801
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
149
shares
|
$27,752
0.01% of portfolio
|
Q2 2025
Reduced 68.76%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
125
shares
|
$23,282
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
116
shares
|
$21,606
0.0% of portfolio
|
Q3 2024
Reduced 28.4%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
107
shares
|
$19,929
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
100
shares
|
$18,626
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
92
shares
|
$17,135
0.0% of portfolio
|
Q2 2025
Reduced 36.11%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
70
shares
|
$13,038
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
45
shares
|
$8,381
0.0% of portfolio
|
Q2 2025
Reduced 6.25%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
41
shares
|
$7,636
0.0% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
39
shares
|
$7,264
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
32
shares
|
$5,960
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
28
shares
|
$5,215
0.0% of portfolio
|
Q2 2025
Reduced 98.8%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
9
shares
|
$1,676
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
5
shares
|
$931
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
3
shares
|
$558
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
1
shares
|
$186
0.0% of portfolio
|
Q2 2025
New holding
|