Go Pro
→ Your book attached (From Profits Run) (Ad)tc pixel Free VFMO Stock Alerts

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

Vanguard U.S. Momentum Factor ETF logo
$227.89 -4.79 (-2.06%)
As of 07/24/2026 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)
104
Total
Institutional Inflows
(last 12 months)
$146.84M
Number of
Institutional Sellers
(last 12 months)
63
Total
Institutional Outflows
(last 12 months)
$77.29M
Get VFMO Insider Trade Alerts

Want to know when executives and insiders are buying or selling Vanguard U.S. Momentum Factor ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Fulcrum Equity Management980$245K0.2%N/A0.015%
7/10/2026 Redhawk Wealth Advisors Inc.12,853$3.21M0.3%-41.6%0.203%
7/10/2026 Wealthcare Advisory Partners LLC3,509$875K0.0%-3.0%0.055%
7/9/2026 Breakwater Capital Group3,112$776K0.1%-17.0%0.049%
7/8/2026 Orser Capital Management LLC1,661$414K0.2%N/A0.026%
7/8/2026 Stonehearth Capital Management LLC1,394$348K0.1%-10.6%0.022%
7/7/2026 Anderson Hoagland & Co.109,865$27.41M2.1%-3.8%1.736%
7/6/2026 Hobart Private Capital LLC32,338$8.07M1.4%+0.9%0.511%
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%
5/4/2026 Empirical 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%
5/2/2026 International 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%
4/23/2026 Apollon Wealth Management LLC4,159$820K0.0%+5.6%0.066%
4/22/2026Janney Montgomery Scott LLC10,163$2.00M0.0%+9.4%0.161%
4/22/2026 Wilkins Miller Wealth Management LLC14,242$2.81M1.7%+3.0%0.225%
4/22/2026 Harbor Asset Planning Inc.2,416$476K0.4%+246.6%0.038%
4/22/2026 Systelligence LLC103,048$20.31M3.9%-2.2%1.628%
4/21/2026 Armbruster 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%
4/20/2026 Breakwater Capital Group3,750$739K0.1%+31.9%0.059%
4/17/2026Signal Advisors Wealth LLC2,943$580K0.0%-9.2%0.046%
4/17/2026 AdvisorNet Financial Inc1,664$328K0.0%+4.0%0.026%
4/16/2026 Lincoln Capital Corp25,711$5.07M1.9%-0.6%0.406%
3/6/2026Redwood Family Wealth LLC3,826$732K0.7%N/A0.060%
ALT SL: New Patent Reveals Elon Musk’s Next Breakthrough: M.A.G.I. (Ad)

Jeff Brown and Marc Chaikin - two investors who spotted Nvidia a decade ago - are now pointing to Elon Musk's latest AI patent as the catalyst behind their next major call. They say a market pattern with a 100% historical track record is converging with this new breakthrough by end of month. The last time conditions aligned like this, investors had the chance to turn $10,000 into as much as $350,000 in roughly 12 months. Brown and Chaikin have released the full details for investors who want to get ahead of it.tc pixel

See Jeff Brown and Marc Chaikin's full analysis and next steps here
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%
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%
2/9/2026 Prospera 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%
2/5/2026 High 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%
2/3/2026 Apeiron RIA LLC1,047$214K0.0%-23.5%0.017%
2/3/2026 Financial Partners Group Inc49,507$10.00M1.2%+22.7%0.782%
2/3/2026Virtus Family Office LLC2,360$451K0.4%+30.6%0.037%
Universal Basic Income ALREADY exists (Ad)

Robert Kiyosaki, author of Rich Dad Poor Dad, says you don't have to wait for Elon Musk's vision of universal basic income. His Patriot Income Plan - funded by 14 partnerships controlling America's critical oil and gas infrastructure - already pays 10% a year with 42 payouts annually. Some investors are already collecting $4,800 a month. One has built income up to $25,000 a month. These partnerships have averaged 20% annual gains since 2020, with no U.S. tax dollars involved. The next payout drops in days.tc pixel

Click here to enroll in the Patriot Income Plan and see full details
2/3/2026 International 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%
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%


VFMO Institutional Ownership - Frequently Asked Questions

During the previous two years, 168 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), Anderson Hoagland & Co. ($27.41M), LPL Financial LLC ($26.80M), and Cabot Wealth Management Inc. ($21.87M).Learn more on Vanguard U.S. Momentum Factor ETF's institutional investors.

Of the 151 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 788,830 shares in the last 24 months. This purchase volume represents approximately $146.84M in transactions.

Of the 63 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), Systelligence LLC ($15.56K), Payne Capital LLC ($12.63K), Cetera Investment Advisers ($9.84K), Anderson Hoagland & Co. ($9.72K), and Jane Street Group LLC ($9.68K).

Institutional investors have sold a total of 404,954 shares in the last 24 months. This volume of shares sold represents approximately $77.29M in transactions.


Related Companies

This page (BATS:VFMO) was last updated on 7/26/2026 by MarketBeat.com Staff.
From Our Partners
Universal basic income is not impossible. It exist (kind of)
Robert Kiyosaki, author of Rich Dad Poor Dad, is highlighting an income strategy he calls the Patriot Income P...
Freedom Financial | Sponsoredtc pixel
Oxford Club Analyst’s Urgent AI Warning
Alexander Green, Chief Investment Strategist at The Oxford Club, is sharing a private presentation with a warn...
The Oxford Club | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
The trade I’ve been waiting for since 2011
Ross Givens, Director of Research at Traders Agency, is calling for gold to reach $10,000 an ounce this superc...
Traders Agency | Sponsoredtc pixel
The 90%-off options that empty accounts
A call that cost $3.00 last month now trades for $0.30 - a 90% discount that looks tempting. It's not a bar...
Profits Run | Sponsoredtc pixel
A letter from Shannon Stansberry
Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down ye...
Porter & Company | Sponsoredtc pixel
The Weekly Options Trick Wall Street Doesn't Advertise
The most profitable trading desks don't guess market direction, they collect income regardless of it. A 25-yea...
Base Camp Trading | Sponsoredtc pixel
Have you seen Elon’s new “supercurrency”? (It affects you)
Elon Musk just became the world's first trillionaire following the biggest IPO in history, giving him access t...
StocksToTrade | Sponsoredtc pixel