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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.14KNew |
$168K - $201K
|
1.14K
$195K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.1KNew |
$162K - $194K
|
1.1K
$188K
|
|
|
May 13, 2025
Q1 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
1.05K+ 12.54% |
$155K - $185K
|
9.43K
$1.61M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
964+ 26.6% |
$142K - $170K
|
4.59K
$784K
|
|
|
Apr 29, 2025
Q1 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
913+ 1.07% |
$135K - $161K
|
86.5K
$14.8M
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
860+ 10.16% |
$127K - $152K
|
9.32K
$1.59M
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
765+ 4.06% |
$113K - $135K
|
19.6K
$3.35M
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
738+ 32.64% |
$109K - $130K
|
3K
$512K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
506+ 11.6% |
$74.6K - $89.3K
|
4.87K
$832K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
503+ 33.03% |
$74.1K - $88.7K
|
2.03K
$346K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
495+ 7.92% |
$73K - $87.3K
|
6.75K
$1.15M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
483+ 3.54% |
$71.2K - $85.2K
|
14.1K
$2.42M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
439+ 17.65% |
$64.7K - $77.4K
|
2.93K
$500K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
415+ 26.48% |
$61.2K - $73.2K
|
1.98K
$339K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
410+ 4.21% |
$60.4K - $72.3K
|
10.1K
$1.73M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
339+ 24.96% |
$50K - $59.8K
|
1.7K
$290K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
290New |
$42.7K - $51.2K
|
290
$49.5K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
280+ 5.98% |
$41.3K - $49.4K
|
4.96K
$847K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
219+ 3.54% |
$32.3K - $38.6K
|
6.41K
$1.1M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
204+ 10.53% |
$30.1K - $36K
|
2.14K
$366K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
150New |
$22.1K - $26.5K
|
150
$25.6K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
115+ 6.05% |
$16.9K - $20.3K
|
2.02K
$345K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
86+ 2.33% |
$12.7K - $15.2K
|
3.78K
$645K
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
73+ 1.09% |
$10.8K - $12.9K
|
6.78K
$1.16M
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
73New |
$10.8K - $12.9K
|
73
$12.5K
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
71+ 2.45% |
$10.5K - $12.5K
|
2.97K
$507K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
70New |
$10.3K - $12.3K
|
70
$12K
|
|
|
Apr 11, 2025
Q1 2025
|
Iam Advisory, LLC
|
BUY
|
- |
35+ 0.42% |
$5.16K - $6.17K
|
8.35K
$1.43M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
18+ 0.54% |
$2.65K - $3.18K
|
3.35K
$572K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
10New |
$1.47K - $1.76K
|
10
$1.71K
|
|
|
May 14, 2025
Q1 2025
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
4+ 0.23% |
$590 - $706
|
1.73K
$296K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
4+ 2.01% |
$590 - $706
|
203
$34.7K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3New |
$442 - $529
|
3
$513
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
3+ 0.18% |
$442 - $529
|
1.68K
$287K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2New |
$295 - $353
|
2
$342
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2+ 0.1% |
$295 - $353
|
2.07K
$353K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1+ 0.03% |
$147 - $176
|
3.18K
$544K
|
|
|
May 02, 2025
Q1 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
1+ 0.07% |
$147 - $176
|
1.52K
$260K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1+ 0.06% |
$147 - $176
|
1.67K
$286K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$147 - $176
|
0
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-19- 0.22% |
$2.8K - $3.35K
|
8.59K
$1.47M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-28- 0.84% |
$4.13K - $4.94K
|
3.3K
$564K
|
|
|
Apr 23, 2025
Q1 2025
|
Nova R Wealth, Inc.
|
SELL
|
- |
-56- 0.44% |
$8.25K - $9.88K
|
12.6K
$2.15M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-107- 33.23% |
$15.8K - $18.9K
|
215
$36.7K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-218- 4.36% |
$32.1K - $38.5K
|
4.78K
$817K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-250- 2.24% |
$36.8K - $44.1K
|
10.9K
$1.86M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-339- 8.04% |
$50K - $59.8K
|
3.88K
$662K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-442- 23.76% |
$65.1K - $78K
|
1.42K
$242K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-458- 21.38% |
$67.5K - $80.8K
|
1.68K
$288K
|