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

Vanguard U.S. Momentum Factor ETF logo
$236.18 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
109
Total
Institutional Inflows
(last 12 months)
$158.47M
Number of
Institutional Sellers
(last 12 months)
62
Total
Institutional Outflows
(last 12 months)
$78.56M
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Skip Chart & View Institutional Buying and Selling Data

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
6/3/2026NewEdge Advisors LLC37,473$7.39M0.0%+12.5%0.592%
5/19/2026Western Wealth Management LLC354$70K0.0%N/A0.006%
5/19/2026Bank of America Corp DE33,399$6.58M0.0%+24.6%0.528%
5/19/2026Arkadios Wealth Advisors2,363$466K0.0%+5.1%0.037%
5/18/2026Royal Bank of Canada20,818$4.10M0.0%+418.1%0.329%
5/16/2026Quantinno Capital Management LP5,881$1.16M0.0%+382.0%0.093%
5/15/2026Empirical Finance LLC1,040$205K0.0%N/A0.016%
5/13/2026Cetera Investment Advisers75,468$14.88M0.0%-11.5%1.192%
5/8/2026Pacific Sun Financial Corp2,424$478K0.2%+13.3%0.038%
5/5/2026D.A. Davidson & CO.2,164$427K0.0%N/A0.034%
5/4/2026Empirical Financial Services LLC d.b.a. Empirical Wealth Management109,211$21.53M0.4%+2.9%1.725%
5/4/2026Uptick Partners LLC1,784$352K0.1%N/A0.028%
5/2/2026International Assets Investment Management LLC9,348$1.87M0.0%+0.7%0.148%
5/2/2026Diversify Wealth Management LLC3,464$755K0.0%N/A0.055%
5/1/2026Fifth Third Bancorp7,171$1.41M0.0%N/A0.113%
4/30/2026Financial Freedom LLC19,229$3.79M1.9%+4.4%0.304%
4/30/2026Kestra Advisory Services LLC13,691$2.70M0.0%+4.1%0.216%
4/27/2026World Investment Advisors1,510$298K0.0%N/A0.024%
4/27/2026Private Advisor Group LLC30,167$5.95M0.0%-6.9%0.477%
4/23/2026Apollon Wealth Management LLC4,159$820K0.0%+5.6%0.066%
4/22/2026Janney Montgomery Scott LLC10,163$2.00M0.0%+9.4%0.161%
4/22/2026Wilkins Miller Wealth Management LLC14,242$2.81M1.7%+3.0%0.225%
4/22/2026Harbor Asset Planning Inc.2,416$476K0.4%+246.6%0.038%
4/22/2026Systelligence LLC103,048$20.31M3.9%-2.2%1.628%
4/21/2026Armbruster Capital Management Inc.49,616$9.78M1.6%+10.3%0.784%
4/21/2026Payne Capital LLC1,459$288K0.3%-89.6%0.023%
4/20/2026Ritholtz Wealth Management707,199$139.39M2.4%+8.6%11.172%
4/20/2026Breakwater Capital Group3,750$739K0.1%+31.9%0.059%
4/17/2026Signal Advisors Wealth LLC2,943$580K0.0%-9.2%0.046%
4/17/2026AdvisorNet Financial Inc1,664$328K0.0%+4.0%0.026%
4/16/2026Lincoln Capital Corp25,711$5.07M1.9%-0.6%0.406%
3/6/2026Redwood Family Wealth LLC3,826$732K0.7%N/A0.060%
2/18/2026Caitlin John LLC9,160$1.75M1.1%-2.3%0.145%
2/18/2026NewEdge Advisors LLC33,307$6.37M0.0%+3.1%0.526%
2/18/2026OLD Mission Capital LLC2,971$568K0.0%-55.8%0.047%
2/17/2026Cetera Investment Advisers85,311$16.32M0.0%+2.6%1.348%
2/17/2026Equitable Holdings Inc.1,267$242K0.0%N/A0.020%
2/17/2026Osaic Holdings Inc.21,377$4.09M0.0%+11.1%0.338%
2/17/2026Advisory Services Network LLC2,830$541K0.0%-6.9%0.045%
2/17/2026Private Advisor Group LLC32,393$6.20M0.0%+6.5%0.512%
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2/17/2026&PARTNERS26,056$4.97M0.0%+41.7%0.412%
2/17/2026Royal Bank of Canada4,018$769K0.0%-7.5%0.063%
2/17/2026Financial Freedom LLC18,421$3.52M1.7%+33.7%0.291%
2/16/2026MML Investors Services LLC3,980$761K0.0%+15.7%0.063%
2/16/2026Mariner LLC2,484$475K0.0%+17.2%0.039%
2/13/2026CreativeOne Wealth LLC2,520$482K0.0%N/A0.040%
2/13/2026Kestra Advisory Services LLC13,152$2.52M0.0%-3.9%0.208%
2/13/2026UMB Bank n.a.19,308$3.69M0.0%-10.6%0.305%
2/13/2026Stifel Financial Corp1,399$268K0.0%+27.8%0.022%
2/13/2026Arkadios Wealth Advisors2,249$430K0.0%+5.0%0.036%
2/13/2026Ieq Capital LLC8,179$1.56M0.0%+9.6%0.129%
2/12/2026Jane Street Group LLC2,647$506K0.0%N/A0.042%
2/12/2026Orion Porfolio Solutions LLC1,993$381K0.0%-10.3%0.031%
2/12/2026Commonwealth Equity Services LLC19,708$3.77M0.0%+15.7%0.311%
2/12/2026Betterment LLC20,783$3.98M0.0%+0.6%0.328%
2/12/2026Principal Securities Inc.3,720$711K0.0%+1.7%0.059%
2/12/2026Great Valley Advisor Group Inc.159,160$30.44M0.6%-53.7%2.514%
2/11/2026Janney Montgomery Scott LLC9,288$1.78M0.0%+363.2%0.147%
2/11/2026Capital Analysts LLC409$78K0.0%-18.4%0.006%
2/11/2026Focus Partners Advisor Solutions LLC5,659$1.08M0.0%-32.3%0.089%
2/11/2026Cerity Partners LLC2,680$513K0.0%N/A0.042%
2/11/2026LPL Financial LLC140,128$26.80M0.0%+35.0%2.214%
2/11/2026O Shaughnessy Asset Management LLC4,571$874K0.0%+14.6%0.072%
2/10/2026SCS Capital Management LLC1,889$361K0.0%-63.6%0.030%
2/10/2026Core Wealth Advisors LLC2,007$384K0.2%N/A0.032%
2/10/2026Northwestern Mutual Wealth Management Co.2,724$521K0.0%-11.9%0.043%
2/10/2026Thoroughbred Financial Services LLC6,121$1.17M0.1%+1.5%0.097%
2/9/2026Strategic Financial Services Inc.284,153$58.50M2.7%+1.4%4.489%
2/9/2026Valued Retirements Inc.8,337$1.59M1.6%+81.7%0.132%
2/9/2026Clearstead Advisors LLC7,051$1.35M0.0%-15.0%0.111%
2/9/2026Prospera Financial Services Inc1,237$237K0.0%N/A0.020%
2/6/2026Global Retirement Partners LLC4,735$906K0.0%-3.2%0.075%
2/6/2026PNC Financial Services Group Inc.400$76K0.0%N/A0.006%
2/5/2026Odyssey Capital Advisors Inc.5,602$1.07M0.9%N/A0.088%
2/5/2026High Note Wealth LLC477$91K0.0%N/A0.008%
2/5/2026Soltis Investment Advisors LLC3,066$586K0.0%-20.2%0.048%
2/5/2026Thrivent Financial for Lutherans29,592$5.66M0.0%N/A0.467%
2/5/2026Pacific Sun Financial Corp2,139$409K0.2%+5.8%0.034%
2/4/2026Win Advisors Inc.12,996$2.49M1.1%N/A0.205%
2/3/2026Apeiron RIA LLC1,047$214K0.0%-23.5%0.017%
2/3/2026Financial Partners Group Inc49,507$10.00M1.2%+22.7%0.782%
2/3/2026Virtus Family Office LLC2,360$451K0.4%+30.6%0.037%
2/3/2026International Assets Investment Management LLC9,283$1.78M0.1%-6.4%0.147%
2/3/2026Cabot Wealth Management Inc.114,327$21.87M2.4%+5.6%1.806%
2/2/2026Robertson Stephens Wealth Management LLC1,509$289K0.0%-6.6%0.024%
2/2/2026Oppenheimer & Co. Inc.6,634$1.27M0.0%N/A0.105%
1/30/2026North Star Investment Management Corp.325$62K0.0%N/A0.005%
1/30/2026Keybank National Association OH1,100$210K0.0%N/A0.017%
1/29/2026Kestra Private Wealth Services LLC1,342$257K0.0%+21.3%0.021%
1/29/2026UBS Group AG43,066$8.24M0.0%+97.5%0.680%
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1/29/2026Coquina Private Wealth LLC1,484$284K0.2%N/A0.023%
1/29/2026Concurrent Investment Advisors LLC2,275$435K0.0%+6.1%0.036%
1/29/2026Compass Ion Advisors LLC8,242$1.58M0.2%+34.7%0.130%
1/28/2026Alesco Advisors LLC1,275$244K0.0%N/A0.020%
1/28/2026City State Bank520$99K0.0%+420.0%0.008%
1/27/2026PFG Advisors6,465$1.24M0.1%+12.9%0.102%
1/27/2026Davidson Investment Advisors146,589$28.04M1.2%+4.9%2.316%
1/27/2026Hobart Private Capital LLC31,458$6.02M1.2%+49.2%0.497%
1/26/2026Merit Financial Group LLC26,873$5.14M0.0%+40.0%0.425%
1/23/2026Farther Finance Advisors LLC14,581$2.79M0.0%+14,481.0%0.230%


VFMO Institutional Ownership - Frequently Asked Questions

During the previous two years, 169 institutional investors and hedge funds held shares of Vanguard U.S. Momentum Factor ETF. The most heavily invested institutionals were Ritholtz Wealth Management ($139.39M), Strategic Financial Services Inc. ($58.50M), Great Valley Advisor Group Inc. ($30.44M), Davidson Investment Advisors ($28.04M), LPL Financial LLC ($26.80M), Cabot Wealth Management Inc. ($21.87M), and Anderson Hoagland & Co. ($21.74M).Learn more on Vanguard U.S. Momentum Factor ETF's institutional investors.

Of the 152 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 ($419.17K), Cetera Investment Advisers ($307.47K), Ritholtz Wealth Management ($287.18K), Systelligence LLC ($192.82K), Raymond James Financial Inc. ($78.68K), LPL Financial LLC ($77.33K), and Financial Partners Group Inc ($68.88K).

Institutional investors have bought a total of 857,681 shares in the last 24 months. This purchase volume represents approximately $158.47M in transactions.

Of the 62 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: Great Valley Advisor Group Inc. ($223.68K), Bank of America Corp DE ($21.08K), Financial Partners Group Inc ($19.38K), Systelligence LLC ($15.56K), Payne Capital LLC ($12.63K), Cetera Investment Advisers ($9.84K), and Clear Creek Financial Management LLC ($9.71K).

Institutional investors have sold a total of 418,794 shares in the last 24 months. This volume of shares sold represents approximately $78.56M in transactions.


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This page (BATS:VFMO) was last updated on 7/5/2026 by MarketBeat.com Staff.
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