Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
46.3KNew |
N/A
|
46.3K
$6.95M
|
|
Jan 28, 2022
Q4 2021
|
Davidson Investment Advisors
|
BUY
|
- |
27.3KNew |
N/A
|
27.3K
$4.1M
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
21.4K+ 438.24% |
N/A
|
26.3K
$3.95M
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
BUY
|
- |
14.7K+ 302.49% |
N/A
|
19.6K
$2.94M
|
|
Jan 19, 2022
Q4 2021
|
Newfound Research LLC
|
BUY
|
- |
12K+ 30.2% |
N/A
|
51.9K
$7.79M
|
|
Jan 13, 2022
Q4 2021
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
9.45K+ 49.59% |
N/A
|
28.5K
$4.28M
|
|
Jan 25, 2022
Q4 2021
|
Anderson Hoagland & CO
|
BUY
|
- |
7.31K+ 9.96% |
N/A
|
80.7K
$12.1M
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.77KNew |
N/A
|
5.77K
$866K
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
5.75KNew |
N/A
|
5.75K
$862K
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.69KNew |
N/A
|
5.69K
$854K
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.6K+ 727.27% |
N/A
|
6.37K
$956K
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
5.49K+ 1201.31% |
N/A
|
5.95K
$892K
|
|
Feb 15, 2022
Q4 2021
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
4.85K+ 2.46% |
N/A
|
202K
$30.3M
|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
4.24KNew |
N/A
|
4.24K
$636K
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.9KNew |
N/A
|
3.9K
$585K
|
|
Jan 28, 2022
Q4 2021
|
Davidson Trust CO
|
BUY
|
- |
2.8KNew |
N/A
|
2.8K
$420K
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
2.59KNew |
N/A
|
2.59K
$389K
|
|
Feb 15, 2022
Q4 2021
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
2.25K+ 18.79% |
N/A
|
14.2K
$2.13M
|
|
May 16, 2022
Q4 2021
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
2.2KNew |
N/A
|
2.2K
$331K
|
|
Feb 11, 2022
Q4 2021
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.01KNew |
N/A
|
2.01K
$302K
|
|
Jan 19, 2022
Q4 2021
|
Edge Capital Group, LLC
|
BUY
|
- |
1.26K+ 3.72% |
N/A
|
35.2K
$5.27M
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.18KNew |
N/A
|
1.18K
$177K
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
529New |
N/A
|
529
$79.4K
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
317+ 2.25% |
N/A
|
14.4K
$2.17M
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
313+ 1.98% |
N/A
|
16.1K
$2.41M
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
215New |
N/A
|
215
$32.3K
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
173+ 4.56% |
N/A
|
3.96K
$595K
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
72New |
N/A
|
72
$10.8K
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Equity Management
|
BUY
|
- |
63+ 2.72% |
N/A
|
2.38K
$357K
|
|
Feb 14, 2022
Q4 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
28+ 0.37% |
N/A
|
7.54K
$1.13M
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
11+ 0.27% |
N/A
|
4.07K
$610K
|
|
Jan 11, 2022
Q4 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
7+ 0.38% |
N/A
|
1.84K
$276K
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 100.0% |
N/A
|
2
$300
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1New |
N/A
|
1
$150
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Autus Asset Management, LLC
|
SELL
|
- |
-5- 0.23% |
N/A
|
2.15K
$323K
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-212- 4.14% |
N/A
|
4.91K
$736K
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-309- 3.99% |
N/A
|
7.44K
$1.12M
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
SELL
|
- |
-381- 0.14% |
N/A
|
268K
$40.2M
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-834- 13.55% |
N/A
|
5.32K
$798K
|
|
Jan 28, 2022
Q4 2021
|
Tillar Wenstrup Advisors, LLC
|
SELL
|
- |
-1.36K- 28.55% |
N/A
|
3.4K
$511K
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.59K- 33.42% |
N/A
|
3.17K
$476K
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.31K- 1.86% |
N/A
|
122K
$18.3M
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-3.37KClosed |
N/A
|
0
$0
|