Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2022
Q2 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
61.7K+ 170.82% |
$6.49M - $7.86M
|
97.8K
$16.2M
|
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
39.3K+ 94.75% |
$4.14M - $5.01M
|
80.8K
$13.3M
|
|
|
Jul 15, 2022
Q2 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
9.83K+ 3.34% |
$1.03M - $1.25M
|
304K
$50.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
9.75K+ 4.52% |
$1.03M - $1.24M
|
225K
$37.2M
|
|
|
Jul 15, 2022
Q2 2022
|
Nova R Wealth, Inc.
|
BUY
|
- |
7.56KNew |
$796K - $964K
|
7.56K
$1.25M
|
|
|
Aug 01, 2022
Q2 2022
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
7.29K+ 27.64% |
$767K - $929K
|
33.7K
$5.56M
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.38K+ 317.21% |
$671K - $813K
|
8.39K
$1.39M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.95K+ 126.83% |
$520K - $630K
|
8.84K
$1.46M
|
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.91K+ 109.26% |
$411K - $498K
|
7.48K
$1.24M
|
|
|
Aug 12, 2022
Q2 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.35K+ 177.77% |
$353K - $427K
|
5.24K
$865K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.35KNew |
$247K - $299K
|
2.35K
$388K
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.21K+ 52.08% |
$128K - $154K
|
3.54K
$585K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
569New |
$59.9K - $72.5K
|
569
$94K
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
277+ 6.49% |
$29.1K - $35.3K
|
4.55K
$751K
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
277+ 1.62% |
$29.1K - $35.3K
|
17.4K
$2.87M
|
|
|
Jul 22, 2022
Q2 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
119+ 3.51% |
$12.5K - $15.2K
|
3.51K
$580K
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
33New |
$3.47K - $4.21K
|
33
$5.45K
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
15+ 0.37% |
$1.58K - $1.91K
|
4.09K
$676K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-8- 0.18% |
$842 - $1.02K
|
4.42K
$730K
|
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-29- 1.33% |
$3.05K - $3.7K
|
2.15K
$354K
|
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-33Closed |
$3.47K - $4.21K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-38Closed |
$4K - $4.84K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-59- 1.03% |
$6.21K - $7.52K
|
5.66K
$934K
|
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-80- 33.33% |
$8.42K - $10.2K
|
160
$26.4K
|
|
|
Aug 03, 2022
Q2 2022
|
Norwood Financial Corp
|
SELL
|
- |
-310- 7.34% |
$32.6K - $39.5K
|
3.91K
$646K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.18KClosed |
$124K - $150K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Anderson Hoagland & CO
|
SELL
|
- |
-1.44K- 1.81% |
$152K - $184K
|
78.2K
$12.9M
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-1.5K- 3.27% |
$158K - $191K
|
44.4K
$7.34M
|
|
|
Aug 02, 2022
Q2 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.86KClosed |
$195K - $237K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-2K- 49.94% |
$210K - $255K
|
2.01K
$331K
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.23K- 1.75% |
$235K - $284K
|
126K
$20.7M
|
|
|
Jul 27, 2022
Q2 2022
|
Davidson Investment Advisors
|
SELL
|
- |
-2.69K- 7.83% |
$283K - $343K
|
31.7K
$5.24M
|
|
|
Jul 15, 2022
Q2 2022
|
Newfound Research LLC
|
SELL
|
- |
-6.73K- 19.31% |
$708K - $858K
|
28.1K
$4.65M
|
|
|
Aug 15, 2022
Q2 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-7.53K- 99.5% |
$792K - $959K
|
38
$6.28K
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-28.1K- 56.44% |
$2.96M - $3.58M
|
21.7K
$3.58M
|
|
|
Aug 08, 2022
Q2 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-35.2K- 88.66% |
$3.7M - $4.49M
|
4.5K
$744K
|