Purchases and Sales Made in Q1 2025 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 2025. 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 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
310K+ 398.6% |
$45.7M - $54.7M
|
388K
$66.3M
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
59.7KNew |
$8.8M - $10.5M
|
59.7K
$10.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Systelligence, LLC
|
BUY
|
- |
49.3K+ 51.42% |
$7.27M - $8.7M
|
145K
$24.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
38.5K+ 8.73% |
$5.68M - $6.8M
|
480K
$82M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
36.8K+ 811.24% |
$5.43M - $6.49M
|
41.4K
$7.07M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
21KNew |
$3.09M - $3.7M
|
21K
$3.59M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.9K+ 524.87% |
$3.08M - $3.69M
|
24.9K
$4.25M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
19.5K+ 7.2% |
$2.87M - $3.44M
|
290K
$49.5M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
17.7K+ 174.31% |
$2.61M - $3.12M
|
27.9K
$4.76M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.2K+ 18.91% |
$2.39M - $2.86M
|
102K
$17.4M
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
8.46KNew |
$1.25M - $1.49M
|
8.46K
$1.45M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
8.31K+ 13.27% |
$1.23M - $1.47M
|
71K
$12.1M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.1K+ 219.65% |
$1.19M - $1.43M
|
11.8K
$2.01M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
7.55KNew |
$1.11M - $1.33M
|
7.55K
$1.29M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
7.38KNew |
$1.09M - $1.3M
|
7.38K
$1.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
6.96KNew |
$1.03M - $1.23M
|
6.96K
$1.19M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
6.77K+ 10.03% |
$997K - $1.19M
|
74.2K
$12.7M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
6.12KNew |
$902K - $1.08M
|
6.12K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
5.58K+ 63.85% |
$823K - $985K
|
14.3K
$2.45M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.73K+ 92.6% |
$697K - $834K
|
9.83K
$1.68M
|
|
|
May 23, 2025
Q1 2025
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
4.6K+ 1.74% |
$678K - $811K
|
269K
$46M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.69K+ 841.46% |
$544K - $652K
|
4.13K
$706K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3.5K+ 1841.58% |
$516K - $617K
|
3.69K
$630K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.5K+ 38.37% |
$516K - $617K
|
12.6K
$2.16M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.24KNew |
$477K - $571K
|
3.24K
$553K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.21K+ 48.7% |
$473K - $566K
|
9.81K
$1.68M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.8KNew |
$413K - $495K
|
2.8K
$479K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.59K+ 22.77% |
$382K - $457K
|
14K
$2.39M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
2.59KNew |
$381K - $456K
|
2.59K
$442K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.48K+ 47.92% |
$366K - $438K
|
7.66K
$1.31M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
2.44K+ 53.22% |
$360K - $431K
|
7.04K
$1.2M
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
2.44KNew |
$359K - $430K
|
2.44K
$417K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.33KNew |
$343K - $411K
|
2.33K
$398K
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
2.25KNew |
$332K - $397K
|
2.25K
$384K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.23KNew |
$328K - $393K
|
2.23K
$380K
|
|
|
Apr 01, 2025
Q1 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
2.19KNew |
$323K - $386K
|
2.19K
$374K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.95KNew |
$287K - $343K
|
1.95K
$332K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.91K+ 13.06% |
$282K - $337K
|
16.5K
$2.83M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.77KNew |
$260K - $311K
|
1.77K
$302K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.65K+ 13.33% |
$243K - $290K
|
14K
$2.39M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.55KNew |
$229K - $274K
|
1.55K
$265K
|
|
|
May 07, 2025
Q1 2025
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
1.52KNew |
$223K - $267K
|
1.52K
$259K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.4KNew |
$207K - $247K
|
1.4K
$240K
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
1.4K+ 6.75% |
$206K - $247K
|
22.2K
$3.79M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.38KNew |
$204K - $244K
|
1.38K
$236K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.37KNew |
$203K - $242K
|
1.37K
$235K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.36K+ 44.7% |
$201K - $240K
|
4.41K
$754K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.26K+ 31.04% |
$185K - $222K
|
5.31K
$907K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.22K+ 56.81% |
$180K - $216K
|
3.37K
$576K
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
1.15K+ 2.9% |
$170K - $203K
|
40.9K
$6.99M
|