Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
413K+ 30610.53% |
$58.4M - $66.7M
|
414K
$70.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
25.6K+ 86.17% |
$3.62M - $4.14M
|
55.4K
$9.38M
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
13K+ 253.22% |
$1.83M - $2.1M
|
18.1K
$3.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
11.9K+ 442.3% |
$1.69M - $1.93M
|
14.6K
$2.48M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
11.9K+ 2.83% |
$1.68M - $1.92M
|
432K
$73.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.5K+ 153.02% |
$1.48M - $1.7M
|
17.4K
$2.94M
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
9.45K+ 306.72% |
$1.33M - $1.53M
|
12.5K
$2.12M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.78K+ 85.36% |
$817K - $934K
|
12.6K
$2.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.84K+ 44.94% |
$684K - $781K
|
15.6K
$2.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.59K+ 164.27% |
$507K - $579K
|
5.77K
$977K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.55K+ 62.38% |
$502K - $574K
|
9.25K
$1.57M
|
|
|
Oct 25, 2024
Q3 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
2.97K+ 3.65% |
$420K - $480K
|
84.4K
$14.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
2.63K+ 7.11% |
$371K - $424K
|
39.6K
$6.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
2.56KNew |
$362K - $413K
|
2.56K
$433K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.54KNew |
$358K - $410K
|
2.54K
$429K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
2.46KNew |
$347K - $397K
|
2.46K
$416K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.28K+ 3.74% |
$322K - $368K
|
63.2K
$10.7M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.2K+ 1089.6% |
$311K - $355K
|
2.4K
$407K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.75K+ 26.66% |
$248K - $283K
|
8.33K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
1.72KNew |
$243K - $278K
|
1.72K
$292K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.71KNew |
$242K - $277K
|
1.71K
$290K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.47KNew |
$208K - $237K
|
1.47K
$249K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.45KNew |
$205K - $234K
|
1.45K
$245K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.33KNew |
$188K - $214K
|
1.33K
$225K
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
1.32KNew |
$186K - $213K
|
1.32K
$223K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.26KNew |
$178K - $204K
|
1.26K
$213K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.23K+ 10.94% |
$174K - $199K
|
12.5K
$2.12M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.2K+ 78.8% |
$170K - $194K
|
2.73K
$462K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.06K+ 24.95% |
$150K - $171K
|
5.3K
$898K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
992+ 30.81% |
$140K - $160K
|
4.21K
$713K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
757+ 49.32% |
$107K - $122K
|
2.29K
$388K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
736+ 14.77% |
$104K - $119K
|
5.72K
$968K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
408New |
$57.7K - $65.9K
|
408
$69.1K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
260+ 14.81% |
$36.7K - $42K
|
2.02K
$341K
|
|
|
Oct 07, 2024
Q3 2024
|
Iam Advisory, LLC
|
BUY
|
- |
173+ 2.12% |
$24.4K - $27.9K
|
8.32K
$1.41M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
142+ 4.56% |
$20.1K - $22.9K
|
3.26K
$551K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
125New |
$17.7K - $20.2K
|
125
$21.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
107New |
$15.1K - $17.3K
|
107
$18.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
104+ 3.13% |
$14.7K - $16.8K
|
3.43K
$580K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
100New |
$14.1K - $16.1K
|
100
$16.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
36New |
$5.09K - $5.81K
|
36
$6.09K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
32New |
$4.52K - $5.17K
|
32
$5.42K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
27+ 1.56% |
$3.82K - $4.36K
|
1.75K
$297K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
16+ 0.66% |
$2.26K - $2.58K
|
2.44K
$414K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
16+ 0.39% |
$2.26K - $2.58K
|
4.13K
$698K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
14+ 0.75% |
$1.98K - $2.26K
|
1.89K
$320K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
8+ 0.34% |
$1.13K - $1.29K
|
2.37K
$401K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
7+ 29.17% |
$989 - $1.13K
|
31
$5.25K
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
5+ 125.0% |
$707 - $807
|
9
$1.52K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1+ 0.05% |
$141 - $161
|
2.06K
$349K
|