Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2023
Q4 2022
|
Anderson Hoagland & CO
|
BUY
|
- |
42.1K+ 43.9% |
$4.58M - $5.13M
|
138K
$22.8M
|
|
|
Jan 11, 2023
Q4 2022
|
Systelligence, LLC
|
BUY
|
- |
38.5KNew |
$4.19M - $4.69M
|
38.5K
$6.36M
|
|
|
Feb 01, 2023
Q4 2022
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
21.2KNew |
$2.31M - $2.59M
|
21.2K
$3.51M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
18.2K+ 997.75% |
$1.98M - $2.22M
|
20K
$3.31M
|
|
|
Feb 13, 2023
Q4 2022
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
16K+ 6.76% |
$1.74M - $1.95M
|
252K
$41.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
14.8K+ 91.22% |
$1.61M - $1.8M
|
31K
$5.12M
|
|
|
Feb 02, 2023
Q4 2022
|
Davidson Investment Advisors
|
BUY
|
- |
9.83K+ 19.76% |
$1.07M - $1.2M
|
59.6K
$9.84M
|
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
9.82K+ 282.31% |
$1.07M - $1.2M
|
13.3K
$2.2M
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
BUY
|
- |
9.38K+ 15.4% |
$1.02M - $1.14M
|
70.3K
$11.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
5.23K+ 4.38% |
$569K - $637K
|
125K
$20.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.17KNew |
$563K - $630K
|
5.17K
$854K
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
5.02KNew |
$546K - $612K
|
5.02K
$828K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.47K+ 22.67% |
$486K - $545K
|
24.2K
$4M
|
|
|
Feb 13, 2023
Q4 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.35K+ 82.97% |
$473K - $530K
|
9.58K
$1.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
3.69KNew |
$402K - $450K
|
3.69K
$609K
|
|
|
Jan 30, 2023
Q4 2022
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
3.68KNew |
$400K - $449K
|
3.68K
$608K
|
|
|
Jan 20, 2023
Q4 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
3.28KNew |
$357K - $399K
|
3.28K
$541K
|
|
|
Feb 13, 2023
Q4 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
2.57K+ 7.85% |
$279K - $313K
|
35.3K
$5.82M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
2.26KNew |
$246K - $275K
|
2.26K
$373K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.25KNew |
$245K - $274K
|
2.25K
$372K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.23KNew |
$242K - $271K
|
2.23K
$367K
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.09KNew |
$228K - $255K
|
2.09K
$346K
|
|
|
Jan 31, 2023
Q4 2022
|
Nova R Wealth, Inc.
|
BUY
|
- |
1.19K+ 11.97% |
$130K - $145K
|
11.1K
$1.84M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.03K+ 17.81% |
$112K - $126K
|
6.82K
$1.13M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
523New |
$56.9K - $63.8K
|
523
$86.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
427+ 0.37% |
$46.5K - $52.1K
|
117K
$19.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
282New |
$30.7K - $34.4K
|
282
$46.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
237+ 2.3% |
$25.8K - $28.9K
|
10.5K
$1.74M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
220New |
$23.9K - $26.8K
|
220
$36.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
200+ 5.03% |
$21.8K - $24.4K
|
4.17K
$689K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
165New |
$18K - $20.1K
|
165
$27.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
59+ 3.18% |
$6.42K - $7.19K
|
1.92K
$316K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
19+ 57.58% |
$2.07K - $2.32K
|
52
$8.59K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$109 - $122
|
1
$165
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-35- 4.83% |
$3.81K - $4.27K
|
689
$114K
|
|
|
Feb 14, 2023
Q4 2022
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-119- 5.84% |
$13K - $14.5K
|
1.92K
$317K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-180- 1.01% |
$19.6K - $21.9K
|
17.6K
$2.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-413- 7.27% |
$44.9K - $50.4K
|
5.27K
$870K
|
|
|
Jan 13, 2023
Q4 2022
|
Norwood Financial Corp
|
SELL
|
- |
-515- 18.37% |
$56K - $62.8K
|
2.29K
$378K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-984- 35.61% |
$107K - $120K
|
1.78K
$294K
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.01K- 1.72% |
$109K - $123K
|
57.4K
$9.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1.13K- 4.09% |
$122K - $137K
|
26.4K
$4.36M
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.5K- 35.0% |
$163K - $182K
|
2.78K
$458K
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.95K- 2.72% |
$212K - $238K
|
69.6K
$11.5M
|
|
|
Jan 18, 2023
Q4 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-8.07K- 2.28% |
$879K - $984K
|
346K
$57.1M
|