Purchases and Sales Made in Q1 2022 in Vanguard Wellington Fd U S Mom (VFMO)
This table provides information about the institutional ownership of Vanguard Wellington Fd U S Mom (VFMO) during Q1 2022. The information is specifically focused on institutions that hold shares of VANGUARD WELLINGTON FD U S MOM.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
41.5KNew |
N/A
|
41.5K
$6.22M
|
|
|
Apr 14, 2022
Q1 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
36.1KNew |
N/A
|
36.1K
$5.42M
|
|
|
Apr 14, 2022
Q1 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
25.7K+ 9.58% |
N/A
|
294K
$44.1M
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
23.5K+ 89.29% |
N/A
|
49.8K
$7.47M
|
|
|
Apr 26, 2022
Q1 2022
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
13.7K+ 6.79% |
N/A
|
216K
$32.4M
|
|
|
May 05, 2022
Q1 2022
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
12.2K+ 85.41% |
N/A
|
26.4K
$3.96M
|
|
|
May 12, 2022
Q1 2022
|
Davidson Investment Advisors
|
BUY
|
- |
7.07K+ 25.84% |
N/A
|
34.4K
$5.16M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.54K+ 4.53% |
N/A
|
128K
$19.2M
|
|
|
May 03, 2022
Q1 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
4.54K+ 12.9% |
N/A
|
39.7K
$5.95M
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.57KNew |
N/A
|
3.57K
$536K
|
|
|
Apr 13, 2022
Q1 2022
|
Autus Asset Management, LLC
|
BUY
|
- |
1.86K+ 86.28% |
N/A
|
4.01K
$601K
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
994+ 6.18% |
N/A
|
17.1K
$2.56M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
865+ 59.17% |
N/A
|
2.33K
$349K
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
397+ 7.46% |
N/A
|
5.72K
$858K
|
|
|
Jun 01, 2022
Q1 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
100New |
N/A
|
100
$15K
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
36+ 1800.0% |
N/A
|
38
$5.7K
|
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
33New |
N/A
|
33
$4.95K
|
|
|
May 16, 2022
Q1 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
21+ 0.28% |
N/A
|
7.56K
$1.13M
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
18New |
N/A
|
18
$2.7K
|
|
|
May 05, 2022
Q1 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
16+ 0.87% |
N/A
|
1.86K
$279K
|
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
8+ 0.2% |
N/A
|
4.08K
$611K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1Closed |
N/A
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Tillar Wenstrup Advisors, LLC
|
SELL
|
- |
-12- 0.35% |
N/A
|
3.39K
$509K
|
|
|
Apr 25, 2022
Q1 2022
|
Norwood Financial Corp
|
SELL
|
- |
-16- 0.38% |
N/A
|
4.22K
$634K
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-64- 1.61% |
N/A
|
3.9K
$585K
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-72Closed |
N/A
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-129- 6.41% |
N/A
|
1.89K
$283K
|
|
|
May 16, 2022
Q1 2022
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-155- 7.04% |
N/A
|
2.05K
$307K
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-215Closed |
N/A
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-393- 0.85% |
N/A
|
45.9K
$6.89M
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-480- 9.78% |
N/A
|
4.43K
$664K
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-529Closed |
N/A
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-998- 31.45% |
N/A
|
2.18K
$326K
|
|
|
Apr 12, 2022
Q1 2022
|
Anderson Hoagland & CO
|
SELL
|
- |
-1.1K- 1.36% |
N/A
|
79.6K
$11.9M
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.89K- 48.44% |
N/A
|
2.01K
$302K
|
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-2.35K- 90.73% |
N/A
|
240
$36K
|
|
|
Apr 15, 2022
Q1 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-2.38KClosed |
N/A
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Davidson Trust CO
|
SELL
|
- |
-2.8KClosed |
N/A
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.17K- 42.6% |
N/A
|
4.27K
$641K
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.3K- 83.2% |
N/A
|
1.07K
$161K
|
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-5.69KClosed |
N/A
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-5.75KClosed |
N/A
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.77KClosed |
N/A
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-5.95KClosed |
N/A
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-14.4KClosed |
N/A
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Graypoint LLC
|
SELL
|
- |
-15.9K- 81.13% |
N/A
|
3.69K
$554K
|
|
|
May 04, 2022
Q1 2022
|
Newfound Research LLC
|
SELL
|
- |
-17.1K- 32.85% |
N/A
|
34.9K
$5.23M
|
|
|
Apr 11, 2022
Q1 2022
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-28.5KClosed |
N/A
|
0
$0
|
|