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Vanguard U.S. Momentum Factor ETF (VFMO) Institutional Ownership

Vanguard U.S. Momentum Factor ETF logo
$183.12 +18.94 (+11.54%)
As of 02:38 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Vanguard U.S. Momentum Factor ETF (BATS:VFMO)

Number of
Institutional Buyers
(last 12 months)
102
Total
Institutional Inflows
(last 12 months)
$274.32M
Number of
Institutional Sellers
(last 12 months)
51
Total
Institutional Outflows
(last 12 months)
$101.32M
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VFMO Institutional Buying and Selling by Quarter

Vanguard U.S. Momentum Factor ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/27/2025 Orion Porfolio Solutions LLC2,180$376K0.0%+29.5%0.034%
8/26/2025 Thrivent Financial for Lutherans21,653$3.74M0.0%N/A0.342%
8/19/2025 Advisory Services Network LLC2,109$369K0.0%+8.4%0.033%
8/18/2025 Geneos Wealth Management Inc.208$36K0.0%-90.9%0.003%
8/15/2025 Tidal Investments LLC4,507$778K0.0%-33.5%0.071%
8/15/2025 Orion Porfolio Solutions LLC2,180$376K0.0%+29.5%0.034%
8/15/2025 MML Investors Services LLC3,933$678K0.0%+1.5%0.062%
8/15/2025 Great Valley Advisor Group Inc.348,637$60.15M1.3%-10.1%5.508%
8/15/2025 Bank of America Corp DE48,314$8.34M0.0%+16.8%0.763%
8/14/2025 Jane Street Group LLC2,112$364K0.0%-82.1%0.033%
8/14/2025 Raymond James Financial Inc.78,675$13.57M0.0%+6.0%1.243%
8/14/2025 Betterment LLC20,344$3.51M0.0%-3.1%0.321%
8/14/2025 Diversify Advisory Services LLC3,160$566K0.0%+12.7%0.050%
8/14/2025 NewEdge Advisors LLC29,158$5.03M0.0%+4.7%0.461%
8/13/2025 SCS Capital Management LLC5,184$894K0.0%-15.3%0.082%
8/13/2025 Valued Retirements Inc.4,588$792K0.9%+202.8%0.072%
8/13/2025 Smith Moore & CO.4,972$858K0.1%-32.6%0.079%
8/13/2025 Financial Freedom LLC7,655$1.32M0.7%+107.5%0.121%
8/13/2025 Northwestern Mutual Wealth Management Co.2,777$479K0.0%-32.8%0.044%
8/12/2025 J.W. Cole Advisors Inc.1,540$266K0.0%-30.8%0.024%
8/12/2025 Global Retirement Partners LLC5,051$871K0.0%N/A0.080%
8/8/2025 Thoroughbred Financial Services LLC6,604$1.14M0.1%-13.8%0.104%
8/8/2025 Cetera Investment Advisers311,015$53.66M0.1%+7.3%4.913%
8/6/2025 Aspect Partners LLC7,991$1.38M0.7%+10.1%0.126%
8/5/2025 Fullcircle Wealth LLC8,046$1.42M0.5%-6.3%0.127%
8/1/2025 Strategic Financial Services Inc.279,497$48.22M2.6%+3.7%4.415%
8/1/2025 Envestnet Asset Management Inc.92,105$15.89M0.0%+14.5%1.455%
7/31/2025 Cabot Wealth Management Inc.107,961$18.63M2.2%+0.9%1.706%
7/31/2025 Focus Partners Advisor Solutions LLC5,370$926K0.0%+1.2%0.085%
7/31/2025 Hobart Private Capital LLC21,333$3.68M0.8%-3.7%0.337%
7/31/2025 Glass Jacobson Investment Advisors llc149$26K0.0%-68.8%0.002%
7/30/2025 TFB Advisors LLC4,916$848K0.2%+11.4%0.078%
7/29/2025 Systelligence LLC178,522$30.80M5.7%+22.8%2.820%
7/29/2025 International Assets Investment Management LLC9,923$1.71M0.1%+0.9%0.157%
7/29/2025 Signature Estate & Investment Advisors LLC1,523$263K0.0%-9.2%0.024%
7/29/2025 Stratos Wealth Advisors LLC23,917$4.13M0.2%+89.6%0.378%
7/29/2025 Harbor Asset Planning Inc.609$105K0.1%N/A0.010%
7/28/2025 Davidson Investment Advisors132,299$22.82M1.0%+3.9%2.090%
7/28/2025 Ritholtz Wealth Management597,746$103.12M2.3%+24.6%9.443%
7/28/2025 Harbour Investments Inc.4,276$738K0.0%-6.8%0.068%
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7/25/2025 Northwest Capital Management Inc6,515$1.12M0.6%N/A0.103%
7/25/2025 Atria Wealth Solutions Inc.1,955$337K0.0%+6.9%0.031%
7/25/2025 CWM LLC6,515$1.12M0.0%N/A0.103%
7/25/2025 Concurrent Investment Advisors LLC1,884$325K0.0%+34.3%0.030%
7/25/2025 Apollon Wealth Management LLC3,872$668K0.0%N/A0.061%
7/23/2025 Tectonic Advisors LLC2,596$448K0.0%-12.6%0.041%
7/23/2025 Clear Creek Financial Management LLC1,174$202K0.0%-89.2%0.019%
7/23/2025 Armbruster Capital Management Inc.48,448$8.36M1.5%+18.5%0.765%
7/22/2025 Belpointe Asset Management LLC1,268$219K0.0%-62.1%0.020%
7/22/2025 Wealthcare Advisory Partners LLC4,043$697K0.0%+138.2%0.064%
7/21/2025 Ameritas Advisory Services LLC1,111$192K0.0%N/A0.018%
7/21/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management107,518$18.55M0.4%+51.5%1.699%
7/17/2025 Janney Montgomery Scott LLC1,928$333K0.0%+39.4%0.030%
7/17/2025 Lazari Capital Management Inc.3,591$620K0.2%-3.1%0.057%
7/16/2025 Kathmere Capital Management LLC3,229$557K0.0%+10.4%0.051%
7/15/2025 Financial Partners Group Inc49,165$8.48M1.2%-17.7%0.777%
7/14/2025 Foster Group Inc.1,619$279K0.0%N/A0.026%
7/14/2025 Caitlin John LLC9,663$1.67M1.5%-13.1%0.153%
7/14/2025 Park Avenue Securities LLC1,414$244K0.0%N/A0.022%
7/11/2025 Compass Ion Advisors LLC3,879$669K0.1%-44.3%0.061%
7/11/2025 Silver Oak Securities Incorporated1,502$259K0.0%+31.5%0.024%
7/11/2025 UMB Bank n.a.21,575$3.72M0.1%-1.6%0.341%
7/10/2025 Anderson Hoagland & Co.118,390$20.43M1.9%-0.5%1.870%
7/10/2025 Redhawk Wealth Advisors Inc.20,207$3.49M0.4%+3.1%0.319%
7/10/2025 Wealth Enhancement Advisory Services LLC1,156$201K0.0%N/A0.018%
7/9/2025 Lincoln Capital Corp26,283$4.53M1.7%+0.9%0.415%
7/7/2025 Nova Wealth Management Inc.9,791$1.69M1.2%+5.0%0.155%
7/1/2025 Stonehearth Capital Management LLC1,585$273K0.1%-27.6%0.025%
5/29/2025 Nova Wealth Management Inc.9,321$1.41M1.2%+10.2%0.150%
5/23/2025 Strategic Financial Services Inc.269,499$40.89M2.4%+1.7%4.340%
5/21/2025 Geneos Wealth Management Inc.2,277$345K0.0%-47.8%0.037%
5/19/2025 Jane Street Group LLC11,792$1.79M0.0%+219.7%0.190%
5/19/2025 SCS Capital Management LLC6,117$928K0.0%N/A0.099%
5/16/2025 NewEdge Advisors LLC27,862$4.23M0.0%+174.3%0.449%
5/15/2025 Focus Partners Advisor Solutions LLC5,306$805K0.0%+31.0%0.085%
5/15/2025 Royal Bank of Canada3,776$573K0.0%+2.3%0.061%
5/15/2025 Betterment LLC20,999$3.19M0.0%N/A0.338%
5/15/2025 OLD Mission Capital LLC14,330$2.17M0.0%+63.8%0.231%
5/14/2025 Comerica Bank7,843$1.19M0.0%-13.0%0.126%
5/14/2025 Northwestern Mutual Wealth Management Co.4,133$627K0.0%+841.5%0.067%
5/14/2025 Caitlin John LLC11,119$1.69M1.7%-19.4%0.179%
5/14/2025 Kestra Advisory Services LLC10,905$1.65M0.0%-2.2%0.176%
5/14/2025 TFB Advisors LLC4,412$669K0.2%+44.7%0.071%
5/13/2025 Raymond James Financial Inc.74,212$11.26M0.0%+10.0%1.195%
5/13/2025 HighTower Advisors LLC1,552$235K0.0%N/A0.025%
5/12/2025 Flagship Wealth Advisors LLC2,250$341K0.1%N/A0.036%
5/9/2025 Atria Wealth Solutions Inc.1,828$277K0.0%-44.7%0.029%
5/9/2025 Thoroughbred Financial Services LLC7,658$1.16M0.1%+47.9%0.122%
5/8/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management70,970$10.77M0.3%+13.3%1.134%
5/8/2025 Harbour Investments Inc.4,588$696K0.0%+26.6%0.073%
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5/8/2025 Arkadios Wealth Advisors2,142$325K0.0%+10.5%0.034%
5/7/2025 LPL Financial LLC102,003$15.48M0.0%+18.9%1.629%
5/7/2025 Valued Retirements Inc.1,515$230K0.3%N/A0.024%
5/6/2025 Cetera Investment Advisers289,868$43.98M0.1%+7.2%4.630%
5/6/2025 Avantax Advisory Services Inc.6,410$973K0.0%+3.5%0.102%
5/6/2025 Financial Partners Group Inc59,732$9.06M1.4%N/A0.954%
5/6/2025 PFG Advisors4,960$753K0.0%+6.0%0.079%
5/5/2025 Private Advisor Group LLC7,551$1.15M0.0%N/A0.121%
5/5/2025 Diversify Advisory Services LLC2,804$429K0.0%N/A0.045%
5/2/2025 Tectonic Advisors LLC2,970$451K0.0%+2.4%0.047%
(Data available from 1/1/2016 forward)

VFMO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VFMO shares?

During the previous two years, 137 institutional investors and hedge funds held shares of Vanguard U.S. Momentum Factor ETF. The most heavily invested institutionals were Ritholtz Wealth Management ($103.12M), Great Valley Advisor Group Inc. ($60.15M), Cetera Investment Advisers ($53.66M), Strategic Financial Services Inc. ($48.22M), Strategic Financial Services Inc ($36.08M), Systelligence LLC ($30.80M), and Davidson Investment Advisors ($22.82M).Learn more on Vanguard U.S. Momentum Factor ETF's institutional investors.

Which institutional investors have been buying Vanguard U.S. Momentum Factor ETF's stock?

Of the 123 institutional investors that purchased Vanguard U.S. Momentum Factor ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($419.10K), Cetera Investment Advisers ($305.30K), Ritholtz Wealth Management ($215.65K), Systelligence LLC ($192.82K), Schulz Wealth LTD. ($88.44K), Symmetry Partners LLC ($79.16K), and Raymond James Financial Inc. ($78.68K).

How much institutional buying is happening at Vanguard U.S. Momentum Factor ETF?

Institutional investors have bought a total of 1,687,498 shares in the last 24 months. This purchase volume represents approximately $274.32M in transactions.

Which of Vanguard U.S. Momentum Factor ETF's major shareholders have been selling company stock?

Of the 51 institutional investors that sold Vanguard U.S. Momentum Factor ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: International Assets Investment Management LLC ($409.18K), Great Valley Advisor Group Inc. ($39.36K), Anderson Hoagland & Co. ($20.45K), Systelligence LLC ($14.30K), Clear Creek Financial Management LLC ($13.93K), Strategic Financial Services Inc. ($10.89K), and Financial Partners Group Inc ($10.57K).

How much institutional selling is happening at Vanguard U.S. Momentum Factor ETF?

Institutional investors have sold a total of 614,376 shares in the last 24 months. This volume of shares sold represents approximately $101.32M in transactions.



This page (BATS:VFMO) was last updated on 8/28/2025 by MarketBeat.com Staff
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