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

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$143.68
+3.48 (+2.48%)
(As of 04/23/2024 ET)
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Institutional Ownership Changes (13F Filings) for Vanguard U.S. Momentum Factor ETF (BATS:VFMO)

Number of
Institutional Buyers
(last 12 months)
43
Total
Institutional Inflows
(last 12 months)
$73.69M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$19.23M
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VFMO Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/23/2024Raymond James Financial Services Advisors Inc.20,177$3.05M0.0%-3.1%0.593%
4/22/2024Drive Wealth Management LLC6,423$972K0.3%+108.7%0.189%
4/16/2024Lincoln Capital Corp33,688$5.10M2.2%+2.4%0.991%
4/15/2024IAM Advisory LLC8,081$1.22M0.3%N/A0.238%
4/12/2024 Nova R Wealth Inc.13,129$1.99M1.0%-4.6%0.471%
4/12/2024 Anderson Hoagland & Co.138,544$20.36M2.3%+1.0%4.966%
4/10/2024 Schulz Wealth LTD.83,393$12.62M10.8%+2.4%2.989%
4/2/2024 Symmetry Partners LLC73,487$11.12M0.9%+14.5%2.634%
2/16/2024Aspect Partners LLC7,920$1.04M0.7%N/A0.284%
2/13/2024Edge Capital Group LLC8,302$1.09M0.1%-87.6%0.298%
2/12/2024 Schulz Wealth LTD.81,411$10.69M10.2%N/A2.918%
2/12/2024Journey Advisory Group LLC33,064$4.34M0.6%+8.9%1.185%
2/12/2024Parallel Advisors LLC1,740$228K0.0%-9.1%0.062%
2/8/2024Strategic Financial Services Inc 274,780$36.08M2.5%+2.0%9.849%
2/7/2024Principal Securities Inc.3,418$449K0.0%N/A0.123%
2/6/2024Empirical Financial Services LLC d.b.a. Empirical Wealth Management68,672$9.02M0.3%-12.9%2.461%
2/6/2024Wilbanks Smith & Thomas Asset Management LLC18,988$2.49M0.1%N/A0.681%
2/6/2024Great Valley Advisor Group Inc.17,577$2.31M0.1%+29.4%0.630%
2/1/2024Armbruster Capital Management Inc.37,515$4.93M1.1%+3.4%1.345%
1/30/2024Octavia Wealth Advisors LLC7,347$965K0.2%N/A0.263%
1/26/2024Geneos Wealth Management Inc.12,826$1.68M0.1%-9.4%0.460%
1/24/2024Clear Creek Financial Management LLC2,713$356K0.1%-11.6%0.097%
1/22/2024Drive Wealth Management LLC3,077$404K0.1%N/A0.110%
1/18/2024Ritholtz Wealth Management420,779$55.25M2.1%+3.8%15.082%
1/18/2024Lincoln Capital Corp32,913$4.32M2.1%+15.2%1.180%
1/17/2024 Anderson Hoagland & Co.137,176$17.80M2.2%-2.2%4.917%
1/16/2024Raymond James Financial Services Advisors Inc.20,815$2.73M0.0%-27.6%0.746%
1/16/2024Raymond James & Associates1,793$235K0.0%N/A0.064%
1/12/2024Norwood Financial Corp1,813$238K0.4%-18.4%0.065%
1/2/2024 Symmetry Partners LLC64,178$8.52M0.5%-3.7%2.300%
11/16/2023Journey Advisory Group LLC30,372$3.44M0.5%+15.3%1.089%
11/14/2023Frisch Financial Group Inc.27,818$3.15M1.3%-28.9%0.997%
11/14/2023O Shaughnessy Asset Management LLC3,021$343K0.0%+11.1%0.108%
11/13/2023LPL Financial LLC32,388$3.67M0.0%+5.4%1.161%
11/13/2023Envestnet Asset Management Inc.120,433$13.66M0.0%+2.0%4.317%
11/13/2023Envestnet Portfolio Solutions Inc.3,082$349K0.0%N/A0.110%
11/13/2023Kestra Advisory Services LLC9,631$1.09M0.0%+3.9%0.345%
11/9/2023Davidson Investment Advisors95,907$10.88M0.7%+18.5%3.438%
11/8/2023HighTower Advisors LLC3,752$426K0.0%-6.2%0.134%
11/7/2023Great Valley Advisor Group Inc.13,586$1.54M0.1%+286.1%0.487%
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11/3/2023Lincoln Capital Corp28,570$3.24M1.7%+13.1%1.024%
11/3/2023Empirical Financial Services LLC d.b.a. Empirical Wealth Management78,818$8.94M0.3%-5.2%2.825%
10/30/2023 GSG Advisors LLC1,835$208K0.1%N/A0.066%
10/27/2023Portside Wealth Group LLC1,803$204K0.0%-20.1%0.065%
10/25/2023BLB&B Advisors LLC7,250$822K0.1%N/A0.260%
10/24/2023Raymond James Financial Services Advisors Inc.28,733$3.26M0.0%-8.4%1.030%
10/24/2023Tectonic Advisors LLC4,474$507K0.0%-6.8%0.160%
10/24/2023Cambridge Investment Research Advisors Inc.2,533$287K0.0%-63.4%0.091%
10/23/2023Commonwealth Equity Services LLC4,025$456K0.0%+4.4%0.144%
10/18/2023UMB Bank n.a.27,464$3.11M0.0%-46.1%0.984%
10/17/2023Armbruster Capital Management Inc.36,290$4.12M1.0%-0.6%1.301%
10/16/2023Norwood Financial Corp2,223$252K0.4%+5.7%0.080%
10/13/2023Ritholtz Wealth Management405,551$45.99M2.1%+5.9%14.536%
10/11/2023Geneos Wealth Management Inc.14,156$1.61M0.1%-4.5%0.507%
10/11/2023Kathmere Capital Management LLC2,419$274K0.0%N/A0.087%
10/10/2023 Anderson Hoagland & Co.140,233$15.90M2.1%-2.0%5.026%
10/10/2023 Symmetry Partners LLC66,656$7.56M0.4%N/A2.389%
9/1/2023Portside Wealth Group LLC2,256$274K0.0%N/A0.081%
8/14/2023Buckingham Strategic Partners3,142$381K0.0%N/A0.113%
8/11/2023Frisch Financial Group Inc.39,104$4.74M2.3%+2.9%1.402%
8/11/2023Kestra Advisory Services LLC9,266$1.12M0.0%+1.8%0.332%
8/11/2023O Shaughnessy Asset Management LLC2,718$330K0.0%N/A0.097%
8/11/2023Davidson Investment Advisors80,910$9.81M0.6%+11.4%2.900%
8/10/2023Cetera Advisor Networks LLC4,968$602K0.0%-3.1%0.178%
8/10/2023Strategic Financial Services Inc263,497$31.60M2.4%+1.7%9.444%
8/8/2023Geneos Wealth Management Inc.14,823$1.80M0.1%+1.6%0.531%
8/8/2023Edge Capital Group LLC66,178$8.02M0.5%+4.4%2.372%
8/8/2023Chicago Partners Investment Group LLC1,722$211K0.0%-12.6%0.062%
8/7/2023Lincoln National Corp1,965$238K0.0%N/A0.070%
8/4/2023Envestnet Asset Management Inc.118,112$14.32M0.0%-0.5%4.233%
8/3/2023Thoroughbred Financial Services LLC1,872$226K0.0%-10.5%0.067%
8/3/2023Armbruster Capital Management Inc.36,515$4.43M1.1%+4.3%1.309%
8/1/2023Portside Wealth Group LLC4,512$547K0.0%N/A0.162%
7/31/2023LPL Financial LLC30,742$3.73M0.0%+2.8%1.206%
7/27/2023 Nova R Wealth Inc.13,801$1.67M1.1%+14.0%0.541%
7/27/2023Seed Wealth Management Inc.3,230$392K0.4%-33.1%0.127%
7/27/2023Lincoln Capital Corp25,266$3.06M1.6%N/A0.991%
7/25/2023Raymond James Financial Services Advisors Inc.31,373$3.80M0.0%-7.7%1.230%
7/25/2023UMB Bank n.a.50,962$6.18M0.1%-13.5%1.999%
7/17/2023Ritholtz Wealth Management382,852$46.42M2.1%+7.2%15.014%
7/14/2023Tectonic Advisors LLC4,801$582K0.1%-7.9%0.188%
7/13/2023 Systelligence LLC110,326$13.38M4.2%+175.1%4.327%
7/13/2023Cabot Wealth Management Inc.129,512$15.70M2.3%+2.4%5.079%
7/13/2023Cambridge Investment Research Advisors Inc.6,928$840K0.0%-30.0%0.272%
7/12/2023 Market Street Wealth Management Advisors LLC2,177$264K0.1%-36.7%0.085%
7/7/2023 Anderson Hoagland & Co.143,048$17.34M2.2%+1.5%5.610%
5/12/2023Strategic Financial Services Inc259,052$29.15M2.3%+2.7%10.159%
5/11/2023Envestnet Asset Management Inc.118,674$13.36M0.0%+1.7%4.654%
5/11/2023Frisch Financial Group Inc.38,003$4.28M1.7%+7.8%1.490%
5/10/2023Oppenheimer & Co. Inc.2,520$284K0.0%N/A0.099%
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5/10/2023LPL Financial LLC29,917$3.37M0.0%+23.7%1.173%
5/9/2023Empirical Financial Services LLC d.b.a. Empirical Wealth Management77,738$8.75M0.4%+11.6%3.049%
5/9/2023Armbruster Capital Management Inc.35,015$3.94M1.0%+32.7%1.373%
5/5/2023Andesa Financial Management Inc.25,476$1.43M0.7%+142.1%0.999%
5/4/2023Journey Advisory Group LLC25,660$2.89M0.5%N/A1.006%
5/4/2023Edge Capital Group LLC63,396$7.14M0.4%+10.4%2.486%
5/3/2023Great Valley Advisor Group Inc.5,113$575K0.0%N/A0.201%
5/2/2023Davidson Investment Advisors72,614$8.17M0.6%+21.9%2.848%
4/28/2023Ameritas Advisory Services LLC300$34K0.0%N/A0.012%
4/26/2023Tectonic Advisors LLC5,210$586K0.1%+41.2%0.204%
(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, 63 institutional investors and hedge funds held shares of Vanguard U.S. Momentum Factor ETF. The most heavily invested institutionals were Ritholtz Wealth Management ($55.25M), Strategic Financial Services Inc ($36.08M), Anderson Hoagland & Co. ($20.36M), Cabot Wealth Management Inc. ($15.70M), Envestnet Asset Management Inc. ($13.66M), Systelligence LLC ($13.38M), and Schulz Wealth LTD. ($12.62M).Learn more on VFMO's institutional investors.

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

Of the 54 institutional investors that purchased Vanguard U.S. Momentum Factor ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Ritholtz Wealth Management ($134.93K), Systelligence LLC ($110.33K), Schulz Wealth LTD. ($83.39K), Symmetry Partners LLC ($75.97K), Davidson Investment Advisors ($71.26K), Edge Capital Group LLC ($67.22K), and Anderson Hoagland & Co. ($66.24K).

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

Institutional investors have bought a total of 1,133,741 shares in the last 24 months. This purchase volume represents approximately $133.20M in transactions.

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

Of the 33 institutional investors that sold Vanguard U.S. Momentum Factor ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Edge Capital Group LLC ($94.58K), UMB Bank n.a. ($44.33K), Newfound Research LLC ($25.96K), Empirical Financial Services LLC d.b.a. Empirical Wealth Management ($25.62K), Raymond James Financial Services Advisors Inc. ($13.82K), Envestnet Asset Management Inc. ($12.14K), and Frisch Financial Group Inc. ($11.29K).

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

Institutional investors have sold a total of 277,166 shares in the last 24 months. This volume of shares sold represents approximately $32.90M in transactions.


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This page (BATS:VFMO) was last updated on 4/24/2024 by MarketBeat.com Staff

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