Purchases and Sales Made in Q1 2023 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 2023. 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 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
25.7KNew |
$2.75M - $3.07M
|
25.7K
$4.24M
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
15K+ 142.05% |
$1.6M - $1.79M
|
25.5K
$4.21M
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
14.6KNew |
$1.56M - $1.74M
|
14.6K
$2.41M
|
|
May 02, 2023
Q1 2023
|
Davidson Investment Advisors
|
BUY
|
- |
13K+ 21.87% |
$1.4M - $1.56M
|
72.6K
$12M
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
11.5K+ 3.32% |
$1.23M - $1.37M
|
357K
$59M
|
|
May 09, 2023
Q1 2023
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
8.63K+ 32.68% |
$924K - $1.03M
|
35K
$5.78M
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
8.11K+ 11.65% |
$869K - $969K
|
77.7K
$12.8M
|
|
May 12, 2023
Q1 2023
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
6.76K+ 2.68% |
$724K - $808K
|
259K
$42.8M
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
6K+ 10.45% |
$642K - $717K
|
63.4K
$10.5M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.73K+ 23.68% |
$613K - $684K
|
29.9K
$4.94M
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.11KNew |
$548K - $611K
|
5.11K
$844K
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.22KNew |
$452K - $505K
|
4.22K
$697K
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.83K+ 72.74% |
$410K - $458K
|
9.1K
$1.5M
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.18KNew |
$340K - $380K
|
3.18K
$525K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.07K+ 45.07% |
$329K - $367K
|
9.89K
$1.63M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.02K+ 9.75% |
$323K - $361K
|
34K
$5.62M
|
|
Apr 06, 2023
Q1 2023
|
Anderson Hoagland & CO
|
BUY
|
- |
2.97K+ 2.15% |
$318K - $355K
|
141K
$23.3M
|
|
May 11, 2023
Q1 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
2.75K+ 7.8% |
$295K - $329K
|
38K
$6.28M
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.52KNew |
$270K - $301K
|
2.52K
$416K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.48KNew |
$265K - $296K
|
2.48K
$409K
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.99K+ 1.7% |
$213K - $237K
|
119K
$19.6M
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.93KNew |
$206K - $230K
|
1.93K
$318K
|
|
Apr 20, 2023
Q1 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
1.78K+ 1.43% |
$190K - $213K
|
127K
$20.9M
|
|
Apr 19, 2023
Q1 2023
|
Systelligence, LLC
|
BUY
|
- |
1.63K+ 4.23% |
$174K - $195K
|
40.1K
$6.62M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.54K+ 69.12% |
$165K - $184K
|
3.76K
$621K
|
|
Apr 25, 2023
Q1 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
1.52K+ 41.19% |
$163K - $182K
|
5.21K
$860K
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.29K+ 57.33% |
$138K - $154K
|
3.54K
$585K
|
|
Apr 24, 2023
Q1 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
1.15K+ 31.25% |
$123K - $137K
|
4.83K
$798K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.13K+ 27.05% |
$121K - $135K
|
5.3K
$876K
|
|
Apr 17, 2023
Q1 2023
|
Nova R Wealth, Inc.
|
BUY
|
- |
979+ 8.8% |
$105K - $117K
|
12.1K
$2M
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
946+ 53.18% |
$101K - $113K
|
2.73K
$450K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
360+ 23.0% |
$38.6K - $43K
|
1.93K
$318K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
300New |
$32.1K - $35.9K
|
300
$49.5K
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
163+ 4.98% |
$17.5K - $19.5K
|
3.44K
$568K
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
125New |
$13.4K - $14.9K
|
125
$20.6K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
123+ 23.52% |
$13.2K - $14.7K
|
646
$107K
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
56+ 2.92% |
$6K - $6.69K
|
1.97K
$326K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
55+ 25.0% |
$5.89K - $6.57K
|
275
$45.4K
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
25New |
$2.68K - $2.99K
|
25
$4.13K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$107 - $120
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-42- 0.81% |
$4.5K - $5.02K
|
5.13K
$847K
|
|
May 11, 2023
Q1 2023
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-76- 3.96% |
$8.14K - $9.08K
|
1.84K
$305K
|
|
Apr 25, 2023
Q1 2023
|
Norwood Financial Corp
|
SELL
|
- |
-185- 8.09% |
$19.8K - $22.1K
|
2.1K
$347K
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-375- 54.43% |
$40.2K - $44.8K
|
314
$51.9K
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-984- 5.6% |
$105K - $118K
|
16.6K
$2.74M
|
|
May 15, 2023
Q1 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-6.59K- 68.78% |
$706K - $788K
|
2.99K
$494K
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-7.87K- 23.28% |
$843K - $940K
|
25.9K
$4.28M
|
|
Aug 22, 2023
Q1 2023
|
Davidson Investment Advisors
|
SELL
|
- |
-8.3K- 10.25% |
$889K - $992K
|
72.6K
$12M
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-11.4K- 16.22% |
$1.22M - $1.36M
|
58.9K
$9.73M
|