Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2022
Q3 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
53.9K+ 1197.27% |
$5.61M - $6.52M
|
58.4K
$9.65M
|
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
49.8K+ 16.4% |
$5.18M - $6.03M
|
354K
$58.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
33.8KNew |
$3.52M - $4.09M
|
33.8K
$5.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
32.7KNew |
$3.4M - $3.95M
|
32.7K
$5.4M
|
|
|
Oct 19, 2022
Q3 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
21.7K+ 22.19% |
$2.26M - $2.62M
|
119K
$19.7M
|
|
|
Nov 07, 2022
Q3 2022
|
Davidson Investment Advisors
|
BUY
|
- |
18K+ 56.85% |
$1.88M - $2.18M
|
49.8K
$8.22M
|
|
|
Oct 11, 2022
Q3 2022
|
Anderson Hoagland & CO
|
BUY
|
- |
17.7K+ 22.69% |
$1.85M - $2.15M
|
95.9K
$15.8M
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
16.5K+ 37.15% |
$1.72M - $2M
|
60.9K
$10.1M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13.9K+ 589.95% |
$1.44M - $1.68M
|
16.2K
$2.68M
|
|
|
Nov 09, 2022
Q3 2022
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
10.9K+ 4.85% |
$1.14M - $1.32M
|
236K
$39M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.9K+ 122.98% |
$1.13M - $1.32M
|
19.7K
$3.26M
|
|
|
Nov 03, 2022
Q3 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
10.3KNew |
$1.07M - $1.24M
|
10.3K
$1.7M
|
|
|
Oct 25, 2022
Q3 2022
|
Nova R Wealth, Inc.
|
BUY
|
- |
2.38K+ 31.46% |
$247K - $288K
|
9.94K
$1.64M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
1.82KNew |
$190K - $221K
|
1.82K
$301K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.24K+ 27.29% |
$129K - $150K
|
5.79K
$956K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
435+ 12.29% |
$45.3K - $52.6K
|
3.97K
$656K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
394+ 2.27% |
$41K - $47.7K
|
17.8K
$2.93M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
160New |
$16.6K - $19.4K
|
160
$26.4K
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
23+ 0.41% |
$2.39K - $2.78K
|
5.68K
$938K
|
|
|
Nov 14, 2022
Q3 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
2+ 0.04% |
$208 - $242
|
5.24K
$865K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-9- 0.44% |
$936 - $1.09K
|
2.04K
$337K
|
|
|
Oct 25, 2022
Q3 2022
|
Tillar Wenstrup Advisors, LLC
|
SELL
|
- |
-34- 0.97% |
$3.54K - $4.11K
|
3.48K
$574K
|
|
|
Oct 13, 2022
Q3 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-80- 3.99% |
$8.32K - $9.68K
|
1.93K
$318K
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-147- 3.33% |
$15.3K - $17.8K
|
4.27K
$705K
|
|
|
Oct 11, 2022
Q3 2022
|
Norwood Financial Corp
|
SELL
|
- |
-1.11K- 28.37% |
$115K - $134K
|
2.8K
$463K
|
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.42K- 66.26% |
$148K - $172K
|
724
$120K
|
|
|
Oct 13, 2022
Q3 2022
|
Newfound Research LLC
|
SELL
|
- |
-2.17K- 7.71% |
$226K - $262K
|
26K
$4.29M
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.23K- 54.62% |
$232K - $270K
|
1.86K
$307K
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.84K- 51.38% |
$400K - $465K
|
3.64K
$601K
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.62K- 67.05% |
$585K - $680K
|
2.76K
$456K
|
|
|
Oct 19, 2022
Q3 2022
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-6.15K- 18.27% |
$640K - $744K
|
27.5K
$4.54M
|
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-9.21K- 11.4% |
$959K - $1.11M
|
71.6K
$11.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.34K- 7.44% |
$972K - $1.13M
|
116K
$19.2M
|