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

Vanguard U.S. Momentum Factor ETF logo
$229.80 +2.11 (+0.93%)
As of 09/4/2026 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)
100
Total
Institutional Inflows
(last 12 months)
$102.49M
Number of
Institutional Sellers
(last 12 months)
56
Total
Institutional Outflows
(last 12 months)
$69.51M
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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
8/24/2026 Strategic Financial Services Inc.273,656$68.28M3.0%-4.2%4.323%
8/23/2026 Ameritas Advisory Services LLC1,009$252K0.0%N/A0.016%
8/22/2026 Valued Retirements Inc.8,115$2.03M1.8%-5.9%0.128%
8/22/2026 Concurrent Investment Advisors LLC3,926$979K0.0%+62.3%0.062%
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%
6/3/2026 NewEdge Advisors LLC37,473$7.39M0.0%+12.5%0.592%
5/19/2026 Western Wealth Management LLC354$70K0.0%N/A0.006%
5/19/2026 Bank of America Corp DE33,399$6.58M0.0%+24.6%0.528%
5/19/2026 Arkadios Wealth Advisors2,363$466K0.0%+5.1%0.037%
5/18/2026 Royal Bank of Canada20,818$4.10M0.0%+418.1%0.329%
5/16/2026 Quantinno Capital Management LP5,881$1.16M0.0%+382.0%0.093%
5/15/2026 Empirical Finance LLC1,040$205K0.0%N/A0.016%
5/13/2026 Cetera Investment Advisers75,468$14.88M0.0%-11.5%1.192%
5/8/2026 Pacific Sun Financial Corp2,424$478K0.2%+13.3%0.038%
5/5/2026 D.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%
5/4/2026 Uptick Partners LLC1,784$352K0.1%N/A0.028%
5/2/2026 International Assets Investment Management LLC9,348$1.87M0.0%+0.7%0.148%
5/2/2026 Diversify Wealth Management LLC3,464$755K0.0%N/A0.055%
5/1/2026 Fifth Third Bancorp7,171$1.41M0.0%N/A0.113%
4/30/2026 Financial Freedom LLC19,229$3.79M1.9%+4.4%0.304%
4/30/2026 Kestra Advisory Services LLC13,691$2.70M0.0%+4.1%0.216%
4/27/2026 World Investment Advisors1,510$298K0.0%N/A0.024%
4/27/2026 Private 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%
4/22/2026 Janney 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%
4/21/2026 Payne Capital LLC1,459$288K0.3%-89.6%0.023%
4/20/2026 Ritholtz Wealth Management707,199$139.39M2.4%+8.6%11.172%
4/20/2026 Breakwater Capital Group3,750$739K0.1%+31.9%0.059%
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4/17/2026 Signal 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%
3/6/2026 Redwood Family Wealth LLC3,826$732K0.7%N/A0.060%
2/18/2026 Caitlin John LLC9,160$1.75M1.1%-2.3%0.145%
2/18/2026 NewEdge Advisors LLC33,307$6.37M0.0%+3.1%0.526%
2/18/2026 OLD Mission Capital LLC2,971$568K0.0%-55.8%0.047%
2/17/2026 Cetera Investment Advisers85,311$16.32M0.0%+2.6%1.348%
2/17/2026 Equitable Holdings Inc.1,267$242K0.0%N/A0.020%
2/17/2026 Osaic Holdings Inc.21,377$4.09M0.0%+11.1%0.338%
2/17/2026 Advisory Services Network LLC2,830$541K0.0%-6.9%0.045%
2/17/2026 Private Advisor Group LLC32,393$6.20M0.0%+6.5%0.512%
2/17/2026 &PARTNERS26,056$4.97M0.0%+41.7%0.412%
2/17/2026 Royal Bank of Canada4,018$769K0.0%-7.5%0.063%
2/17/2026 Financial Freedom LLC18,421$3.52M1.7%+33.7%0.291%
2/16/2026 MML Investors Services LLC3,980$761K0.0%+15.7%0.063%
2/16/2026 Mariner LLC2,484$475K0.0%+17.2%0.039%
2/13/2026 CreativeOne Wealth LLC2,520$482K0.0%N/A0.040%
2/13/2026 Kestra Advisory Services LLC13,152$2.52M0.0%-3.9%0.208%
2/13/2026 UMB Bank n.a.19,308$3.69M0.0%-10.6%0.305%
2/13/2026 Stifel Financial Corp1,399$268K0.0%+27.8%0.022%
2/13/2026 Arkadios Wealth Advisors2,249$430K0.0%+5.0%0.036%
2/13/2026 Ieq Capital LLC8,179$1.56M0.0%+9.6%0.129%
2/12/2026 Jane Street Group LLC2,647$506K0.0%N/A0.042%
2/12/2026 Orion Porfolio Solutions LLC1,993$381K0.0%-10.3%0.031%
2/12/2026 Commonwealth Equity Services LLC19,708$3.77M0.0%+15.7%0.311%
2/12/2026 Betterment LLC20,783$3.98M0.0%+0.6%0.328%
2/12/2026 Principal Securities Inc.3,720$711K0.0%+1.7%0.059%
2/12/2026 Great Valley Advisor Group Inc.159,160$30.44M0.6%-53.7%2.514%
2/11/2026 Janney Montgomery Scott LLC9,288$1.78M0.0%+363.2%0.147%
2/11/2026 Capital Analysts LLC409$78K0.0%-18.4%0.006%
2/11/2026 Focus Partners Advisor Solutions LLC5,659$1.08M0.0%-32.3%0.089%
2/11/2026 Cerity Partners LLC2,680$513K0.0%N/A0.042%
2/11/2026 LPL Financial LLC140,128$26.80M0.0%+35.0%2.214%
2/11/2026 O Shaughnessy Asset Management LLC4,571$874K0.0%+14.6%0.072%
2/10/2026 SCS Capital Management LLC1,889$361K0.0%-63.6%0.030%
2/10/2026 Core Wealth Advisors LLC2,007$384K0.2%N/A0.032%
2/10/2026 Northwestern Mutual Wealth Management Co.2,724$521K0.0%-11.9%0.043%
2/10/2026 Thoroughbred Financial Services LLC6,121$1.17M0.1%+1.5%0.097%
2/9/2026 Strategic Financial Services Inc.284,153$58.50M2.7%+1.4%4.489%
2/9/2026 Valued Retirements Inc.8,337$1.59M1.6%+81.7%0.132%
2/9/2026 Clearstead Advisors LLC7,051$1.35M0.0%-15.0%0.111%
2/9/2026 Prospera Financial Services Inc1,237$237K0.0%N/A0.020%
2/6/2026 Global Retirement Partners LLC4,735$906K0.0%-3.2%0.075%
2/6/2026 PNC Financial Services Group Inc.400$76K0.0%N/A0.006%
2/5/2026 Odyssey Capital Advisors Inc.5,602$1.07M0.9%N/A0.088%
2/5/2026 High Note Wealth LLC477$91K0.0%N/A0.008%
2/5/2026 Soltis Investment Advisors LLC3,066$586K0.0%-20.2%0.048%
2/5/2026 Thrivent Financial for Lutherans29,592$5.66M0.0%N/A0.467%
2/5/2026 Pacific Sun Financial Corp2,139$409K0.2%+5.8%0.034%
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2/4/2026 Win 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%
2/3/2026 Virtus Family Office LLC2,360$451K0.4%+30.6%0.037%
2/3/2026 International Assets Investment Management LLC9,283$1.78M0.1%-6.4%0.147%
2/3/2026 Cabot Wealth Management Inc.114,327$21.87M2.4%+5.6%1.806%
2/2/2026 Robertson Stephens Wealth Management LLC1,509$289K0.0%-6.6%0.024%
2/2/2026 Oppenheimer & Co. Inc.6,634$1.27M0.0%N/A0.105%
1/30/2026 North Star Investment Management Corp.325$62K0.0%N/A0.005%
1/30/2026 Keybank National Association OH1,100$210K0.0%N/A0.017%


VFMO Institutional Ownership - Frequently Asked Questions

During the previous two years, 166 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. ($68.28M), 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 145 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 ($417.82K), Cetera Investment Advisers ($307.47K), Ritholtz Wealth Management ($287.18K), Systelligence LLC ($103.99K), 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 530,179 shares in the last 24 months. This purchase volume represents approximately $102.49M in transactions.

Of the 56 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. ($184.32K), Bank of America Corp DE ($21.08K), Systelligence LLC ($15.56K), Payne Capital LLC ($12.63K), Strategic Financial Services Inc. ($11.88K), Cetera Investment Advisers ($9.84K), and Anderson Hoagland & Co. ($9.72K).

Institutional investors have sold a total of 354,211 shares in the last 24 months. This volume of shares sold represents approximately $69.51M in transactions.


Related Companies

Institutional ownership data for BATS:VFMO is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/24/2026. New 13F filings are added each quarter as they're published.
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