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

Vanguard U.S. Momentum Factor ETF logo
$195.48 +31.30 (+19.06%)
As of 11:16 AM 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)
101
Total
Institutional Inflows
(last 12 months)
$269.55M
Number of
Institutional Sellers
(last 12 months)
52
Total
Institutional Outflows
(last 12 months)
$101.34M
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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
10/10/2025 Signal Advisors Wealth LLC1,889$362K0.0%N/A0.030%
10/9/2025 AdvisorNet Financial Inc2,357$452K0.0%+17.3%0.037%
10/9/2025 Redhawk Wealth Advisors Inc.20,620$3.95M0.5%+2.0%0.326%
10/7/2025 Nova Wealth Management Inc.8,558$1.64M1.2%-12.6%0.135%
10/1/2025 Hobart Private Capital LLC21,083$4.04M0.8%-1.2%0.333%
9/4/2025Osaic Holdings Inc.13,484$2.33M0.0%-3.6%0.213%
8/27/2025Orion Porfolio Solutions LLC2,180$376K0.0%+29.5%0.034%
8/26/2025Thrivent Financial for Lutherans21,653$3.74M0.0%N/A0.342%
8/19/2025Advisory Services Network LLC2,109$369K0.0%+8.4%0.033%
8/18/2025Geneos Wealth Management Inc.208$36K0.0%-90.9%0.003%
8/15/2025Tidal Investments LLC4,507$778K0.0%-33.5%0.071%
8/15/2025Orion Porfolio Solutions LLC2,180$376K0.0%+29.5%0.034%
8/15/2025MML Investors Services LLC3,933$678K0.0%+1.5%0.062%
8/15/2025Great Valley Advisor Group Inc.348,637$60.15M1.3%-10.1%5.508%
8/15/2025Bank of America Corp DE48,314$8.34M0.0%+16.8%0.763%
8/14/2025Jane Street Group LLC2,112$364K0.0%-82.1%0.033%
8/14/2025Raymond James Financial Inc.78,675$13.57M0.0%+6.0%1.243%
8/14/2025Betterment LLC20,344$3.51M0.0%-3.1%0.321%
8/14/2025Diversify Advisory Services LLC3,160$566K0.0%+12.7%0.050%
8/14/2025NewEdge Advisors LLC29,158$5.03M0.0%+4.7%0.461%
8/13/2025SCS Capital Management LLC5,184$894K0.0%-15.3%0.082%
8/13/2025Valued Retirements Inc.4,588$792K0.9%+202.8%0.072%
8/13/2025Smith Moore & CO.4,972$858K0.1%-32.6%0.079%
8/13/2025Financial Freedom LLC7,655$1.32M0.7%+107.5%0.121%
8/13/2025Northwestern Mutual Wealth Management Co.2,777$479K0.0%-32.8%0.044%
8/12/2025J.W. Cole Advisors Inc.1,540$266K0.0%-30.8%0.024%
8/12/2025Global Retirement Partners LLC5,051$871K0.0%N/A0.080%
8/8/2025Thoroughbred Financial Services LLC6,604$1.14M0.1%-13.8%0.104%
8/8/2025Cetera Investment Advisers311,015$53.66M0.1%+7.3%4.913%
8/6/2025Aspect Partners LLC7,991$1.38M0.7%+10.1%0.126%
8/5/2025Fullcircle Wealth LLC8,046$1.42M0.5%-6.3%0.127%
8/1/2025Strategic Financial Services Inc.279,497$48.22M2.6%+3.7%4.415%
8/1/2025Envestnet Asset Management Inc.92,105$15.89M0.0%+14.5%1.455%
7/31/2025Cabot Wealth Management Inc.107,961$18.63M2.2%+0.9%1.706%
7/31/2025Focus 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%
7/31/2025Glass Jacobson Investment Advisors llc149$26K0.0%-68.8%0.002%
7/30/2025TFB Advisors LLC4,916$848K0.2%+11.4%0.078%
7/29/2025Systelligence LLC178,522$30.80M5.7%+22.8%2.820%
7/29/2025International Assets Investment Management LLC9,923$1.71M0.1%+0.9%0.157%
7/29/2025Signature Estate & Investment Advisors LLC1,523$263K0.0%-9.2%0.024%
7/29/2025Stratos Wealth Advisors LLC23,917$4.13M0.2%+89.6%0.378%
7/29/2025Harbor Asset Planning Inc.609$105K0.1%N/A0.010%
7/28/2025Davidson Investment Advisors132,299$22.82M1.0%+3.9%2.090%
7/28/2025Ritholtz Wealth Management597,746$103.12M2.3%+24.6%9.443%
7/28/2025Harbour Investments Inc.4,276$738K0.0%-6.8%0.068%
7/25/2025Northwest Capital Management Inc6,515$1.12M0.6%N/A0.103%
7/25/2025Atria Wealth Solutions Inc.1,955$337K0.0%+6.9%0.031%
7/25/2025CWM LLC6,515$1.12M0.0%N/A0.103%
7/25/2025Concurrent Investment Advisors LLC1,884$325K0.0%+34.3%0.030%
7/25/2025Apollon Wealth Management LLC3,872$668K0.0%N/A0.061%
7/23/2025Tectonic Advisors LLC2,596$448K0.0%-12.6%0.041%
7/23/2025Clear Creek Financial Management LLC1,174$202K0.0%-89.2%0.019%
7/23/2025Armbruster Capital Management Inc.48,448$8.36M1.5%+18.5%0.765%
7/22/2025Belpointe Asset Management LLC1,268$219K0.0%-62.1%0.020%
7/22/2025Wealthcare Advisory Partners LLC4,043$697K0.0%+138.2%0.064%
7/21/2025Ameritas Advisory Services LLC1,111$192K0.0%N/A0.018%
7/21/2025Empirical Financial Services LLC d.b.a. Empirical Wealth Management107,518$18.55M0.4%+51.5%1.699%
7/17/2025Janney Montgomery Scott LLC1,928$333K0.0%+39.4%0.030%
7/17/2025Lazari Capital Management Inc.3,591$620K0.2%-3.1%0.057%
7/16/2025Kathmere Capital Management LLC3,229$557K0.0%+10.4%0.051%
7/15/2025Financial Partners Group Inc49,165$8.48M1.2%-17.7%0.777%
7/14/2025Foster Group Inc.1,619$279K0.0%N/A0.026%
7/14/2025Caitlin John LLC9,663$1.67M1.5%-13.1%0.153%
7/14/2025Park Avenue Securities LLC1,414$244K0.0%N/A0.022%
7/11/2025Compass Ion Advisors LLC3,879$669K0.1%-44.3%0.061%
7/11/2025Silver Oak Securities Incorporated1,502$259K0.0%+31.5%0.024%
7/11/2025UMB Bank n.a.21,575$3.72M0.1%-1.6%0.341%
7/10/2025Anderson 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%
7/10/2025Wealth Enhancement Advisory Services LLC1,156$201K0.0%N/A0.018%
7/9/2025Lincoln 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%
7/1/2025Stonehearth Capital Management LLC1,585$273K0.1%-27.6%0.025%
5/29/2025Nova Wealth Management Inc.9,321$1.41M1.2%+10.2%0.150%
5/23/2025Strategic Financial Services Inc.269,499$40.89M2.4%+1.7%4.340%
5/21/2025Geneos Wealth Management Inc.2,277$345K0.0%-47.8%0.037%
5/19/2025Jane Street Group LLC11,792$1.79M0.0%+219.7%0.190%
5/19/2025SCS Capital Management LLC6,117$928K0.0%N/A0.099%
5/16/2025NewEdge Advisors LLC27,862$4.23M0.0%+174.3%0.449%
5/15/2025Focus Partners Advisor Solutions LLC5,306$805K0.0%+31.0%0.085%
5/15/2025Royal Bank of Canada3,776$573K0.0%+2.3%0.061%
5/15/2025Betterment LLC20,999$3.19M0.0%N/A0.338%
5/15/2025OLD Mission Capital LLC14,330$2.17M0.0%+63.8%0.231%
5/14/2025Comerica Bank7,843$1.19M0.0%-13.0%0.126%
5/14/2025Northwestern Mutual Wealth Management Co.4,133$627K0.0%+841.5%0.067%
5/14/2025Caitlin John LLC11,119$1.69M1.7%-19.4%0.179%
5/14/2025Kestra Advisory Services LLC10,905$1.65M0.0%-2.2%0.176%
5/14/2025TFB Advisors LLC4,412$669K0.2%+44.7%0.071%
5/13/2025Raymond James Financial Inc.74,212$11.26M0.0%+10.0%1.195%
5/13/2025HighTower Advisors LLC1,552$235K0.0%N/A0.025%
5/12/2025Flagship Wealth Advisors LLC2,250$341K0.1%N/A0.036%
5/9/2025Atria Wealth Solutions Inc.1,828$277K0.0%-44.7%0.029%
5/9/2025Thoroughbred Financial Services LLC7,658$1.16M0.1%+47.9%0.122%
5/8/2025Empirical Financial Services LLC d.b.a. Empirical Wealth Management70,970$10.77M0.3%+13.3%1.134%
5/8/2025Harbour Investments Inc.4,588$696K0.0%+26.6%0.073%
5/8/2025Arkadios Wealth Advisors2,142$325K0.0%+10.5%0.034%
5/7/2025LPL Financial LLC102,003$15.48M0.0%+18.9%1.629%
5/7/2025Valued Retirements Inc.1,515$230K0.3%N/A0.024%
5/6/2025Cetera Investment Advisers289,868$43.98M0.1%+7.2%4.630%
(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, 139 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 ($192.96K), Systelligence LLC ($192.82K), Schulz Wealth LTD. ($88.44K), Raymond James Financial Inc. ($78.68K), and Great Valley Advisor Group Inc. ($66.77K).

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

Institutional investors have bought a total of 1,656,817 shares in the last 24 months. This purchase volume represents approximately $269.55M in transactions.

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

Of the 52 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. ($18.94K), 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 614,223 shares in the last 24 months. This volume of shares sold represents approximately $101.34M in transactions.



This page (BATS:VFMO) was last updated on 10/14/2025 by MarketBeat.com Staff
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