Purchases and Sales Made in Q1 2024 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 2024. 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 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
15+ 0.76% |
$1.9K - $2.27K
|
1.99K
$345K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.14% |
$126 - $151
|
691
$120K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$126 - $151
|
1
$174
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-9- 50.0% |
$1.14K - $1.36K
|
9
$1.56K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-75- 8.77% |
$9.48K - $11.4K
|
780
$135K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-83- 3.06% |
$10.5K - $12.6K
|
2.63K
$457K
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
SELL
|
- |
-105- 2.83% |
$13.3K - $15.9K
|
3.61K
$627K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-175- 10.06% |
$22.1K - $26.5K
|
1.57K
$272K
|
|
|
May 07, 2024
Q1 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-275- 0.73% |
$34.8K - $41.6K
|
37.2K
$6.47M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-298- 8.72% |
$37.7K - $45.1K
|
3.12K
$542K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-546- 14.83% |
$69K - $82.7K
|
3.14K
$544K
|
|
|
May 07, 2024
Q1 2024
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-602- 13.5% |
$76.1K - $91.2K
|
3.86K
$670K
|
|
|
Apr 12, 2024
Q1 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-632- 4.59% |
$79.9K - $95.7K
|
13.1K
$2.28M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-638- 3.07% |
$80.7K - $96.6K
|
20.2K
$3.5M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-741- 2.7% |
$93.7K - $112K
|
26.7K
$4.64M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-786- 26.79% |
$99.4K - $119K
|
2.15K
$373K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.33K- 10.34% |
$168K - $201K
|
11.5K
$2M
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.54K- 18.56% |
$195K - $233K
|
6.76K
$1.17M
|
|
|
May 02, 2024
Q1 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-1.64K- 1.27% |
$208K - $249K
|
127K
$22.1M
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-1.69K- 12.23% |
$213K - $255K
|
12.1K
$2.1M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.73K- 1.57% |
$219K - $262K
|
109K
$18.9M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.35K- 32.57% |
$423K - $507K
|
6.93K
$1.2M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-3.69K- 5.37% |
$466K - $558K
|
65K
$11.3M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-8.19K- 43.12% |
$1.04M - $1.24M
|
10.8K
$1.88M
|