Purchases and Sales Made in Q4 2023 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 2023. 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 12, 2024
Q4 2023
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
81.4KNew |
$8.61M - $10.8M
|
81.4K
$13.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Davidson Investment Advisors
|
BUY
|
- |
19.6K+ 20.47% |
$2.08M - $2.61M
|
116K
$19.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
19KNew |
$2.01M - $2.53M
|
19K
$3.14M
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
15.2K+ 3.75% |
$1.61M - $2.03M
|
421K
$69.5M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
7.92KNew |
$837K - $1.05M
|
7.92K
$1.31M
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
7.35KNew |
$777K - $977K
|
7.35K
$1.21M
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
5.51K+ 2.04% |
$582K - $732K
|
275K
$45.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.65K+ 14.35% |
$491K - $618K
|
37K
$6.12M
|
|
|
Jan 18, 2024
Q4 2023
|
Lincoln Capital Corp
|
BUY
|
- |
4.34K+ 15.2% |
$459K - $578K
|
32.9K
$5.44M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.99K+ 29.38% |
$422K - $531K
|
17.6K
$2.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.42KNew |
$361K - $455K
|
3.42K
$565K
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
3.08KNew |
$325K - $409K
|
3.08K
$508K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
2.7KNew |
$285K - $359K
|
2.7K
$446K
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
2.69K+ 8.86% |
$285K - $358K
|
33.1K
$5.46M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.79KNew |
$190K - $238K
|
1.79K
$296K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
1.78K+ 20.07% |
$188K - $236K
|
10.6K
$1.76M
|
|
|
Feb 01, 2024
Q4 2023
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
1.23K+ 3.38% |
$130K - $163K
|
37.5K
$6.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
93+ 2.31% |
$9.83K - $12.4K
|
4.12K
$680K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
91+ 1516.67% |
$9.62K - $12.1K
|
97
$16K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
89+ 2.83% |
$9.41K - $11.8K
|
3.23K
$534K
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
8+ 0.33% |
$846 - $1.06K
|
2.43K
$401K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
6+ 0.31% |
$634 - $798
|
1.97K
$326K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2+ 0.02% |
$211 - $266
|
9.63K
$1.59M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$106 - $133
|
0
$0
|
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-15- 0.34% |
$1.59K - $2K
|
4.46K
$736K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-28- 0.1% |
$2.96K - $3.72K
|
27.4K
$4.53M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-66- 2.14% |
$6.98K - $8.78K
|
3.02K
$498K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-68- 8.97% |
$7.19K - $9.04K
|
690
$114K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-71- 1.89% |
$7.51K - $9.44K
|
3.68K
$608K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-175- 9.14% |
$18.5K - $23.3K
|
1.74K
$287K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-230- 9.08% |
$24.3K - $30.6K
|
2.3K
$380K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-355- 7.46% |
$37.5K - $47.2K
|
4.4K
$727K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-356- 11.6% |
$37.6K - $47.4K
|
2.71K
$448K
|
|
|
Feb 12, 2024
Q4 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-378- 1.36% |
$40K - $50.3K
|
27.4K
$4.53M
|
|
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
SELL
|
- |
-410- 18.44% |
$43.3K - $54.5K
|
1.81K
$299K
|
|
|
Feb 12, 2024
Q4 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-535- 0.41% |
$56.6K - $71.2K
|
129K
$21.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-545- 5.04% |
$57.6K - $72.5K
|
10.3K
$1.7M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-758- 88.65% |
$80.1K - $101K
|
97
$16K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.33K- 9.4% |
$141K - $177K
|
12.8K
$2.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.39K- 23.71% |
$147K - $184K
|
4.46K
$737K
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-2.48K- 3.72% |
$262K - $330K
|
64.2K
$10.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-3.06K- 2.18% |
$323K - $407K
|
137K
$22.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.58K- 55.19% |
$695K - $875K
|
5.34K
$882K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-7.92K- 27.56% |
$837K - $1.05M
|
20.8K
$3.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.81K- 8.14% |
$1.04M - $1.3M
|
111K
$18.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-10.1K- 12.87% |
$1.07M - $1.35M
|
68.7K
$11.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-15.1K- 75.53% |
$1.59M - $2M
|
4.88K
$806K
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-58.4K- 87.55% |
$6.17M - $7.77M
|
8.3K
$1.37M
|