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

Vanguard U.S. Momentum Factor ETF logo
$173.81 +9.63 (+5.87%)
As of 07/3/2025 03:49 PM Eastern
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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)
97
Total
Institutional Inflows
(last 12 months)
$237.29M
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$90.99M
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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
7/1/2025 Stonehearth Capital Management LLC1,585$273K0.1%-27.6%0.025%
5/29/2025Nova Wealth Management Inc.9,321$1.41M1.2%+10.2%0.150%
5/23/2025Strategic Financial Services Inc.269,499$40.89M2.4%+1.7%4.340%
5/21/2025Geneos Wealth Management Inc.2,277$345K0.0%-47.8%0.037%
5/19/2025Jane Street Group LLC11,792$1.79M0.0%+219.7%0.190%
5/19/2025SCS Capital Management LLC6,117$928K0.0%N/A0.099%
5/16/2025NewEdge Advisors LLC27,862$4.23M0.0%+174.3%0.449%
5/15/2025Focus Partners Advisor Solutions LLC5,306$805K0.0%+31.0%0.085%
5/15/2025Royal Bank of Canada3,776$573K0.0%+2.3%0.061%
5/15/2025Betterment LLC20,999$3.19M0.0%N/A0.338%
5/15/2025OLD Mission Capital LLC14,330$2.17M0.0%+63.8%0.231%
5/14/2025Comerica Bank7,843$1.19M0.0%-13.0%0.126%
5/14/2025Northwestern Mutual Wealth Management Co.4,133$627K0.0%+841.5%0.067%
5/14/2025Caitlin John LLC11,119$1.69M1.7%-19.4%0.179%
5/14/2025Kestra Advisory Services LLC10,905$1.65M0.0%-2.2%0.176%
5/14/2025TFB Advisors LLC4,412$669K0.2%+44.7%0.071%
5/13/2025Raymond James Financial Inc.74,212$11.26M0.0%+10.0%1.195%
5/13/2025HighTower Advisors LLC1,552$235K0.0%N/A0.025%
5/12/2025Flagship Wealth Advisors LLC2,250$341K0.1%N/A0.036%
5/9/2025Atria Wealth Solutions Inc.1,828$277K0.0%-44.7%0.029%
5/9/2025Thoroughbred Financial Services LLC7,658$1.16M0.1%+47.9%0.122%
5/8/2025Empirical Financial Services LLC d.b.a. Empirical Wealth Management70,970$10.77M0.3%+13.3%1.134%
5/8/2025Harbour Investments Inc.4,588$696K0.0%+26.6%0.073%
5/8/2025Arkadios Wealth Advisors2,142$325K0.0%+10.5%0.034%
5/7/2025LPL Financial LLC102,003$15.48M0.0%+18.9%1.629%
5/7/2025Valued Retirements Inc.1,515$230K0.3%N/A0.024%
5/6/2025Cetera Investment Advisers289,868$43.98M0.1%+7.2%4.630%
5/6/2025Avantax Advisory Services Inc.6,410$973K0.0%+3.5%0.102%
5/6/2025Financial Partners Group Inc59,732$9.06M1.4%N/A0.954%
5/6/2025PFG Advisors4,960$753K0.0%+6.0%0.079%
5/5/2025Private Advisor Group LLC7,551$1.15M0.0%N/A0.121%
5/5/2025Diversify Advisory Services LLC2,804$429K0.0%N/A0.045%
5/2/2025Tectonic Advisors LLC2,970$451K0.0%+2.4%0.047%
5/2/2025Sigma Planning Corp1,418$215K0.0%-23.8%0.023%
5/1/2025Kathmere Capital Management LLC2,926$444K0.0%+17.7%0.047%
4/30/2025Stratos Wealth Advisors LLC12,615$1.91M0.1%+38.4%0.202%
4/30/2025Davidson Investment Advisors127,332$19.32M1.0%-0.6%2.034%
4/29/2025Envestnet Asset Management Inc.80,449$12.21M0.0%-1.0%1.285%
4/29/2025Schulz Wealth LTD.86,511$13.13M10.0%+1.1%1.382%
4/29/2025Concurrent Investment Advisors LLC1,403$213K0.0%N/A0.022%
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4/29/2025Strategic Blueprint LLC1,982$301K0.0%+26.5%0.032%
4/29/2025OneDigital Investment Advisors LLC1,765$268K0.0%N/A0.028%
4/29/2025Silver Oak Securities Incorporated1,142$173K0.0%N/A0.018%
4/28/2025Clear Creek Financial Management LLC10,885$1.65M0.2%-27.9%0.174%
4/28/2025Lincoln Capital Corp26,038$3.95M1.6%-3.1%0.416%
4/24/2025Aspect Partners LLC7,260$1.10M0.6%-13.8%0.116%
4/23/2025International Assets Investment Management LLC9,834$1.49M0.0%+92.6%0.157%
4/23/2025Systelligence LLC145,318$22.05M5.3%+51.4%2.321%
4/23/2025Lazari Capital Management Inc.3,706$562K0.2%-13.7%0.059%
4/22/2025JFS Wealth Advisors LLC290$44K0.0%N/A0.005%
4/22/2025TrueMark Investments LLC2,439$370K0.1%N/A0.039%
4/22/2025Cambridge Investment Research Advisors Inc.16,545$2.51M0.0%-4.8%0.264%
4/22/2025Cabot Wealth Management Inc.106,970$16.23M2.1%-3.0%1.709%
4/22/2025Compass Ion Advisors LLC6,959$1.06M0.1%N/A0.111%
4/21/2025Silver Oak Securities Incorporated1,142$173K0.0%N/A0.018%
4/21/2025Envestnet Portfolio Solutions Inc.1,439$218K0.0%-48.7%0.023%
4/18/2025Financial Freedom LLC3,689$560K0.3%+1,841.6%0.059%
4/17/2025Janney Montgomery Scott LLC1,383$210K0.0%N/A0.022%
4/17/2025Pacific Sun Financial Corp2,026$307K0.2%+33.0%0.033%
4/17/2025Ritholtz Wealth Management479,873$72.80M2.2%+8.7%7.715%
4/16/2025Armbruster Capital Management Inc.40,893$6.20M1.2%+2.9%0.657%
4/15/2025Redhawk Wealth Advisors Inc.19,605$2.97M0.4%+4.1%0.315%
4/15/2025Wealthcare Advisory Partners LLC1,697$257K0.0%+25.0%0.027%
4/14/2025UMB Bank n.a.21,926$3.33M0.1%-16.3%0.353%
4/9/2025Merit Financial Group LLC13,969$2.12M0.0%+22.8%0.225%
4/9/2025Anderson Hoagland & Co.118,928$18.04M2.2%-12.4%1.912%
4/8/2025Parallel Advisors LLC1,100$167K0.0%N/A0.018%
4/7/2025AdvisorNet Financial Inc2,017$306K0.0%+6.0%0.032%
4/1/2025Hobart Private Capital LLC22,162$3.36M0.8%+6.7%0.356%
4/1/2025 Stonehearth Capital Management LLC2,190$332K0.1%N/A0.035%
2/24/2025Wilkins Miller Wealth Management LLC2,261$372K0.4%N/A0.036%
2/24/2025Great Valley Advisor Group Inc.77,817$12.79M0.3%+40.4%1.253%
2/24/2025United Advisor Group LLC3,331$548K0.1%-20.9%0.054%
2/18/2025Focus Partners Advisor Solutions LLC4,049$666K0.0%+19.2%0.119%
2/17/2025Tidal Investments LLC6,706$1.10M0.0%+71.4%0.197%
2/17/2025Fullcircle Wealth LLC8,609$1.51M0.6%+102.0%0.253%
2/17/2025EP Wealth Advisors LLC634$104K0.0%N/A0.019%
2/17/2025Cetera Investment Advisers270,390$44.44M0.1%+4,627.1%7.953%
2/17/2025Bank of America Corp DE4,538$746K0.0%N/A0.133%
2/14/2025Mercer Global Advisors Inc. ADV6,253$1.03M0.0%-25.0%0.184%
2/14/2025Jane Street Group LLC3,689$606K0.0%N/A0.109%
2/14/2025Comerica Bank9,012$1.48M0.0%N/A0.265%
2/14/2025Transce3nd LLC199$33K0.0%N/A0.006%
2/13/2025NewEdge Advisors LLC10,157$1.67M0.0%+322.7%0.299%
2/13/2025Belpointe Asset Management LLC3,329$527K0.0%-2.9%0.098%
2/13/2025Mariner LLC6,594$1.08M0.0%+24.3%0.194%
2/13/2025Townsquare Capital LLC2,294$377K0.0%N/A0.067%
2/13/2025Cerity Partners LLC2,366$389K0.0%N/A0.070%
2/13/2025Envestnet Asset Management Inc.81,235$13.35M0.0%-1.2%2.389%
2/12/2025Thoroughbred Financial Services LLC5,177$851K0.1%+25.5%0.152%
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2/12/2025OLD Mission Capital LLC8,746$1.44M0.0%N/A0.257%
2/12/2025O Shaughnessy Asset Management LLC2,151$354K0.0%+6.7%0.063%
2/12/2025Orion Portfolio Solutions LLC2,142$352K0.0%N/A0.063%
2/11/2025Signature Estate & Investment Advisors LLC1,674$275K0.0%+26.1%0.049%
2/11/2025LPL Financial LLC85,783$14.10M0.0%+40.7%2.523%
2/11/2025Certus Wealth Management LLC8,375$1.47M1.0%N/A0.246%
2/11/2025Strategic Financial Services Inc.264,902$43.54M2.6%-3.9%7.791%
2/10/2025Harbour Investments Inc.3,624$596K0.0%+32.7%0.107%
2/10/2025Envestnet Portfolio Solutions Inc.2,806$461K0.0%+23.4%0.083%
2/10/2025Commonwealth Equity Services LLC14,629$2.41M0.0%+16.5%0.430%
(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, 128 institutional investors and hedge funds held shares of Vanguard U.S. Momentum Factor ETF. The most heavily invested institutionals were Ritholtz Wealth Management ($72.80M), Cetera Investment Advisers ($43.98M), Strategic Financial Services Inc. ($40.89M), Strategic Financial Services Inc ($36.08M), Systelligence LLC ($22.05M), Davidson Investment Advisors ($19.32M), and Anderson Hoagland & Co. ($18.04M).Learn more on Vanguard U.S. Momentum Factor ETF's institutional investors.

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

Of the 115 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 ($419.01K), Cetera Investment Advisers ($284.15K), Systelligence LLC ($229.83K), Ritholtz Wealth Management ($123.65K), Schulz Wealth LTD. ($88.44K), Symmetry Partners LLC ($79.16K), and Raymond James Financial Inc. ($74.21K).

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

Institutional investors have bought a total of 1,489,797 shares in the last 24 months. This purchase volume represents approximately $237.29M in transactions.

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

Of the 41 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: International Assets Investment Management LLC ($409.18K), Envestnet Asset Management Inc. ($21.84K), Cabot Wealth Management Inc. ($20.45K), Anderson Hoagland & Co. ($19.91K), Systelligence LLC ($14.30K), Strategic Financial Services Inc. ($10.89K), and Lincoln Capital Corp ($5.69K).

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

Institutional investors have sold a total of 558,978 shares in the last 24 months. This volume of shares sold represents approximately $90.99M in transactions.


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This page (BATS:VFMO) was last updated on 7/6/2025 by MarketBeat.com Staff
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