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

$155.31

+2.97 (+1.95%)

(As of 07/26/2024 ET)

Stock Analysis Chart Dividend Headlines Holdings Ownership Ratings

Number of Institutional Buyers (last 12 months): 46
Total Institutional Inflows (last 12 months): $74.39M

Number of Institutional Sellers (last 12 months): 27
Total Institutional Outflows (last 12 months): $20.32M

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VFMO Institutional Buying and Selling by Quarter

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"How I 6X-ed my wife's 401K in 1 year" At the peak of the dot-com boom, a former hedge fund manager put all $20,000 of his wife's 401k into shares of just ONE stock. Everyone on Wall Street said he was crazy. But a year later, that $20,000 in his wife's account was worth $120,000. Today, he says: "If you thought the dot-com mania was intense, what's about to happen in the coming weeks could be even crazier and could open up a new window of opportunity for 500%-plus gains."

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

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/27/2024	Zimmermann Investment Management & Planning LLC	3,080	$463K	0.2%	N/A	0.091%
7/26/2024	Harbour Investments Inc.	1,528	$230K	0.0%	+121.1%	0.045%
7/26/2024	Cambridge Investment Research Advisors Inc.	6,861	$1.03M	0.0%	+101.6%	0.202%
7/25/2024	Systelligence LLC	88,824	$13.34M	3.5%	N/A	2.612%
7/25/2024	Clear Creek Financial Management LLC	2,363	$355K	0.0%	-10.2%	0.070%
7/25/2024	Fullcircle Wealth LLC	7,053	$1.08M	0.5%	N/A	0.207%
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7/20/2024	First Horizon Advisors Inc.	454	$68K	0.0%	-20.2%	0.013%
7/18/2024	Nova R Wealth Inc.	13,671	$2.05M	1.1%	+4.1%	0.402%
7/17/2024	Redhawk Wealth Advisors Inc.	5,124	$770K	0.1%	N/A	0.151%
7/17/2024	AdvisorNet Financial Inc	1,878	$282K	0.0%	+414.5%	0.055%
7/16/2024	Envestnet Portfolio Solutions Inc.	2,715	$408K	0.0%	-12.0%	0.080%
7/16/2024	Great Valley Advisor Group Inc.	29,762	$4.47M	0.1%	+18.5%	0.875%
7/16/2024	Aspect Partners LLC	8,558	$1.29M	0.8%	+4.5%	0.252%
7/15/2024	Melfa Wealth Management Inc.	1,643	$247K	0.2%	-4.3%	0.048%
7/12/2024	Cabot Wealth Management Inc.	115,912	$17.41M	2.3%	-9.0%	3.409%
7/11/2024	Symmetry Partners LLC	76,685	$11.52M	0.6%	+4.4%	2.255%
7/10/2024	Anderson Hoagland & Co.	138,839	$20.92M	2.2%	+0.2%	4.084%
7/9/2024	Mather Group LLC.	493	$75K	0.0%	N/A	0.015%
5/30/2024	Cambridge Trust Co.	500	$76K	0.0%	N/A	0.015%
5/17/2024	Aspect Partners LLC	8,192	$1.24M	1.0%	+3.4%	0.241%
5/17/2024	Tidal Investments LLC	3,719	$563K	0.0%	N/A	0.109%
5/8/2024	Avantax Advisory Services Inc.	1,889	$286K	0.0%	N/A	0.056%
5/8/2024	Thoroughbred Financial Services LLC	2,148	$324K	0.0%	-26.8%	0.063%
5/7/2024	Tectonic Advisors LLC	3,857	$584K	0.0%	-13.5%	0.113%
5/7/2024	Empirical Financial Services LLC d.b.a. Empirical Wealth Management	64,987	$9.83M	0.3%	-5.4%	1.911%
5/6/2024	Envestnet Portfolio Solutions Inc.	3,086	$467K	0.0%	+2.3%	0.091%
5/4/2024	Geneos Wealth Management Inc.	11,500	$1.74M	0.1%	-10.3%	0.338%
5/2/2024	Graypoint LLC	3,609	$546K	0.0%	-2.8%	0.106%
4/30/2024	Commonwealth Equity Services LLC	5,215	$789K	0.0%	+26.6%	0.153%
4/26/2024	UMB Bank n.a.	26,695	$4.04M	0.1%	-2.7%	0.785%
4/26/2024	Clear Creek Financial Management LLC	2,630	$398K	0.1%	-3.1%	0.077%
4/24/2024	Win Advisors Inc.	49,680	$7.52M	3.3%	N/A	1.461%
4/23/2024	Raymond James Financial Services Advisors Inc.	20,177	$3.05M	0.0%	-3.1%	0.593%
4/22/2024	Drive Wealth Management LLC	6,423	$972K	0.3%	+108.7%	0.189%
4/16/2024	Lincoln Capital Corp	33,688	$5.10M	2.2%	+2.4%	0.991%
4/15/2024	IAM Advisory LLC	8,081	$1.22M	0.3%	N/A	0.238%
4/12/2024	Nova R Wealth Inc.	13,129	$1.99M	1.0%	-4.6%	0.471%
4/12/2024	Anderson Hoagland & Co.	138,544	$20.36M	2.3%	+1.0%	4.966%
4/10/2024	Schulz Wealth LTD.	83,393	$12.62M	10.8%	+2.4%	2.989%
4/2/2024	Symmetry Partners LLC	73,487	$11.12M	0.9%	+14.5%	2.634%
Get out of cash before the Fed's next meeting (Ad) "How I 6X-ed my wife's 401K in 1 year" At the peak of the dot-com boom, a former hedge fund manager put all $20,000 of his wife's 401k into shares of just ONE stock. Everyone on Wall Street said he was crazy. But a year later, that $20,000 in his wife's account was worth $120,000. Today, he says: "If you thought the dot-com mania was intense, what's about to happen in the coming weeks could be even crazier and could open up a new window of opportunity for 500%-plus gains." Click here now to watch this exclusive interview
2/16/2024	Aspect Partners LLC	7,920	$1.04M	0.7%	N/A	0.284%
2/13/2024	Edge Capital Group LLC	8,302	$1.09M	0.1%	-87.6%	0.298%
2/12/2024	Schulz Wealth LTD.	81,411	$10.69M	10.2%	N/A	2.918%
2/12/2024	Journey Advisory Group LLC	33,064	$4.34M	0.6%	+8.9%	1.185%
2/12/2024	Parallel Advisors LLC	1,740	$228K	0.0%	-9.1%	0.062%
2/8/2024	Strategic Financial Services Inc	274,780	$36.08M	2.5%	+2.0%	9.849%
2/7/2024	Principal Securities Inc.	3,418	$449K	0.0%	N/A	0.123%
2/6/2024	Empirical Financial Services LLC d.b.a. Empirical Wealth Management	68,672	$9.02M	0.3%	-12.9%	2.461%
2/6/2024	Wilbanks Smith & Thomas Asset Management LLC	18,988	$2.49M	0.1%	N/A	0.681%
2/6/2024	Great Valley Advisor Group Inc.	17,577	$2.31M	0.1%	+29.4%	0.630%
2/1/2024	Armbruster Capital Management Inc.	37,515	$4.93M	1.1%	+3.4%	1.345%
1/30/2024	Octavia Wealth Advisors LLC	7,347	$965K	0.2%	N/A	0.263%
1/26/2024	Geneos Wealth Management Inc.	12,826	$1.68M	0.1%	-9.4%	0.460%
1/24/2024	Clear Creek Financial Management LLC	2,713	$356K	0.1%	-11.6%	0.097%
1/22/2024	Drive Wealth Management LLC	3,077	$404K	0.1%	N/A	0.110%
1/18/2024	Ritholtz Wealth Management	420,779	$55.25M	2.1%	+3.8%	15.082%
1/18/2024	Lincoln Capital Corp	32,913	$4.32M	2.1%	+15.2%	1.180%
1/17/2024	Anderson Hoagland & Co.	137,176	$17.80M	2.2%	-2.2%	4.917%
1/16/2024	Raymond James Financial Services Advisors Inc.	20,815	$2.73M	0.0%	-27.6%	0.746%
1/16/2024	Raymond James & Associates	1,793	$235K	0.0%	N/A	0.064%
1/12/2024	Norwood Financial Corp	1,813	$238K	0.4%	-18.4%	0.065%
1/2/2024	Symmetry Partners LLC	64,178	$8.52M	0.5%	-3.7%	2.300%
11/16/2023	Journey Advisory Group LLC	30,372	$3.44M	0.5%	+15.3%	1.089%
11/14/2023	Frisch Financial Group Inc.	27,818	$3.15M	1.3%	-28.9%	0.997%
11/14/2023	O Shaughnessy Asset Management LLC	3,021	$343K	0.0%	+11.1%	0.108%
11/13/2023	LPL Financial LLC	32,388	$3.67M	0.0%	+5.4%	1.161%
11/13/2023	Envestnet Asset Management Inc.	120,433	$13.66M	0.0%	+2.0%	4.317%
11/13/2023	Envestnet Portfolio Solutions Inc.	3,082	$349K	0.0%	N/A	0.110%
11/13/2023	Kestra Advisory Services LLC	9,631	$1.09M	0.0%	+3.9%	0.345%
11/9/2023	Davidson Investment Advisors	95,907	$10.88M	0.7%	+18.5%	3.438%
11/8/2023	HighTower Advisors LLC	3,752	$426K	0.0%	-6.2%	0.134%
11/7/2023	Great Valley Advisor Group Inc.	13,586	$1.54M	0.1%	+286.1%	0.487%
11/3/2023	Lincoln Capital Corp	28,570	$3.24M	1.7%	+13.1%	1.024%
11/3/2023	Empirical Financial Services LLC d.b.a. Empirical Wealth Management	78,818	$8.94M	0.3%	-5.2%	2.825%
10/30/2023	GSG Advisors LLC	1,835	$208K	0.1%	N/A	0.066%
10/27/2023	Portside Wealth Group LLC	1,803	$204K	0.0%	-20.1%	0.065%
10/25/2023	BLB&B Advisors LLC	7,250	$822K	0.1%	N/A	0.260%
10/24/2023	Raymond James Financial Services Advisors Inc.	28,733	$3.26M	0.0%	-8.4%	1.030%
10/24/2023	Tectonic Advisors LLC	4,474	$507K	0.0%	-6.8%	0.160%
10/24/2023	Cambridge Investment Research Advisors Inc.	2,533	$287K	0.0%	-63.4%	0.091%
10/23/2023	Commonwealth Equity Services LLC	4,025	$456K	0.0%	+4.4%	0.144%
10/18/2023	UMB Bank n.a.	27,464	$3.11M	0.0%	-46.1%	0.984%
10/17/2023	Armbruster Capital Management Inc.	36,290	$4.12M	1.0%	-0.6%	1.301%
10/16/2023	Norwood Financial Corp	2,223	$252K	0.4%	+5.7%	0.080%
10/13/2023	Ritholtz Wealth Management	405,551	$45.99M	2.1%	+5.9%	14.536%
10/11/2023	Geneos Wealth Management Inc.	14,156	$1.61M	0.1%	-4.5%	0.507%
10/11/2023	Kathmere Capital Management LLC	2,419	$274K	0.0%	N/A	0.087%
10/10/2023	Anderson Hoagland & Co.	140,233	$15.90M	2.1%	-2.0%	5.026%
10/10/2023	Symmetry Partners LLC	66,656	$7.56M	0.4%	N/A	2.389%
9/1/2023	Portside Wealth Group LLC	2,256	$274K	0.0%	N/A	0.081%
Get out of cash before the Fed's next meeting (Ad) "How I 6X-ed my wife's 401K in 1 year" At the peak of the dot-com boom, a former hedge fund manager put all $20,000 of his wife's 401k into shares of just ONE stock. Everyone on Wall Street said he was crazy. But a year later, that $20,000 in his wife's account was worth $120,000. Today, he says: "If you thought the dot-com mania was intense, what's about to happen in the coming weeks could be even crazier and could open up a new window of opportunity for 500%-plus gains." Click here now to watch this exclusive interview
8/14/2023	Buckingham Strategic Partners	3,142	$381K	0.0%	N/A	0.113%
8/11/2023	Frisch Financial Group Inc.	39,104	$4.74M	2.3%	+2.9%	1.402%
8/11/2023	Kestra Advisory Services LLC	9,266	$1.12M	0.0%	+1.8%	0.332%
8/11/2023	O Shaughnessy Asset Management LLC	2,718	$330K	0.0%	N/A	0.097%
8/11/2023	Davidson Investment Advisors	80,910	$9.81M	0.6%	+11.4%	2.900%
8/10/2023	Cetera Advisor Networks LLC	4,968	$602K	0.0%	-3.1%	0.178%
8/10/2023	Strategic Financial Services Inc	263,497	$31.60M	2.4%	+1.7%	9.444%
8/8/2023	Geneos Wealth Management Inc.	14,823	$1.80M	0.1%	+1.6%	0.531%
8/8/2023	Edge Capital Group LLC	66,178	$8.02M	0.5%	+4.4%	2.372%
8/8/2023	Chicago Partners Investment Group LLC	1,722	$211K	0.0%	-12.6%	0.062%

(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, 74 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. ($20.92M), Cabot Wealth Management Inc. ($17.41M), Envestnet Asset Management Inc. ($13.66M), Systelligence LLC ($13.34M), 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 64 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: Systelligence LLC ($199.15K), Ritholtz Wealth Management ($125.10K), Schulz Wealth LTD. ($83.39K), Symmetry Partners LLC ($79.16K), Anderson Hoagland & Co. ($66.54K), Davidson Investment Advisors ($64.19K), and Edge Capital Group LLC ($62.68K).
How much institutional buying is happening at Vanguard U.S. Momentum Factor ETF?: Institutional investors have bought a total of 1,207,726 shares in the last 24 months. This purchase volume represents approximately $147.04M in transactions.

Which Vanguard U.S. Momentum Factor ETF major shareholders have been selling company stock?: Of the 35 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. ($43.57K), Empirical Financial Services LLC d.b.a. Empirical Wealth Management ($29.31K), Raymond James Financial Services Advisors Inc. ($13.82K), Envestnet Asset Management Inc. ($12.14K), Cabot Wealth Management Inc. ($11.51K), 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 264,143 shares in the last 24 months. This volume of shares sold represents approximately $31.93M in transactions.