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 |
$5.86M - $6.6M
|
46.3K
$7.65M
|
|
|
Jan 28, 2022
Q4 2021
|
Davidson Investment Advisors
|
BUY
|
- |
27.3KNew |
$3.46M - $3.9M
|
27.3K
$4.52M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
21.4K+ 438.24% |
$2.71M - $3.05M
|
26.3K
$4.34M
|
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
BUY
|
- |
14.7K+ 302.49% |
$1.86M - $2.1M
|
19.6K
$3.23M
|
|
|
Jan 19, 2022
Q4 2021
|
Newfound Research LLC
|
BUY
|
- |
12K+ 30.2% |
$1.52M - $1.72M
|
51.9K
$8.57M
|
|
|
Jan 13, 2022
Q4 2021
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
9.45K+ 49.59% |
$1.2M - $1.35M
|
28.5K
$4.71M
|
|
|
Jan 25, 2022
Q4 2021
|
Anderson Hoagland & CO
|
BUY
|
- |
7.31K+ 9.96% |
$925K - $1.04M
|
80.7K
$13.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.77KNew |
$730K - $822K
|
5.77K
$953K
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
5.75KNew |
$727K - $819K
|
5.75K
$949K
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.69KNew |
$720K - $811K
|
5.69K
$940K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.6K+ 727.27% |
$709K - $798K
|
6.37K
$1.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
5.49K+ 1201.31% |
$695K - $782K
|
5.95K
$982K
|
|
|
Feb 15, 2022
Q4 2021
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
4.85K+ 2.46% |
$614K - $691K
|
202K
$33.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
4.24KNew |
$536K - $604K
|
4.24K
$700K
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.9KNew |
$493K - $555K
|
3.9K
$644K
|
|
|
Jan 28, 2022
Q4 2021
|
Davidson Trust CO
|
BUY
|
- |
2.8KNew |
$354K - $399K
|
2.8K
$462K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
2.59KNew |
$328K - $369K
|
2.59K
$428K
|
|
|
Feb 15, 2022
Q4 2021
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
2.25K+ 18.79% |
$285K - $321K
|
14.2K
$2.35M
|
|
|
May 16, 2022
Q4 2021
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
2.2KNew |
$279K - $314K
|
2.2K
$364K
|
|
|
Feb 11, 2022
Q4 2021
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.01KNew |
$255K - $287K
|
2.01K
$333K
|
|
|
Jan 19, 2022
Q4 2021
|
Edge Capital Group, LLC
|
BUY
|
- |
1.26K+ 3.72% |
$160K - $180K
|
35.2K
$5.81M
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.18KNew |
$149K - $168K
|
1.18K
$195K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
529New |
$66.9K - $75.4K
|
529
$87.4K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
317+ 2.25% |
$40.1K - $45.2K
|
14.4K
$2.38M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
313+ 1.98% |
$39.6K - $44.6K
|
16.1K
$2.66M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
215New |
$27.2K - $30.6K
|
215
$35.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
173+ 4.56% |
$21.9K - $24.6K
|
3.96K
$655K
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
72New |
$9.11K - $10.3K
|
72
$11.9K
|
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Equity Management
|
BUY
|
- |
63+ 2.72% |
$7.97K - $8.98K
|
2.38K
$393K
|
|
|
Feb 14, 2022
Q4 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
28+ 0.37% |
$3.54K - $3.99K
|
7.54K
$1.25M
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
11+ 0.27% |
$1.39K - $1.57K
|
4.07K
$672K
|
|
|
Jan 11, 2022
Q4 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
7+ 0.38% |
$886 - $997
|
1.84K
$304K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 100.0% |
$127 - $142
|
2
$330
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1New |
$127 - $142
|
1
$165
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Autus Asset Management, LLC
|
SELL
|
- |
-5- 0.23% |
$633 - $712
|
2.15K
$355K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-212- 4.14% |
$26.8K - $30.2K
|
4.91K
$810K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-309- 3.99% |
$39.1K - $44K
|
7.44K
$1.23M
|
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
SELL
|
- |
-381- 0.14% |
$48.2K - $54.3K
|
268K
$44.3M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-834- 13.55% |
$106K - $119K
|
5.32K
$878K
|
|
|
Jan 28, 2022
Q4 2021
|
Tillar Wenstrup Advisors, LLC
|
SELL
|
- |
-1.36K- 28.55% |
$172K - $194K
|
3.4K
$562K
|
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.59K- 33.42% |
$202K - $227K
|
3.17K
$524K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.31K- 1.86% |
$293K - $329K
|
122K
$20.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-3.37KClosed |
$426K - $479K
|
0
$0
|