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

Vanguard U.S. Momentum Factor ETF logo
$169.44 -1.82 (-1.06%)
(As of 11/15/2024 ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
47
Total
Institutional Inflows
(last 12 months)
$132.12M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$23.20M
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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
11/15/2024MML Investors Services LLC3,634$585K0.0%-60.5%0.107%
11/12/2024 Journey Advisory Group LLC34,257$5.15M0.6%-2.6%1.008%
11/12/2024 Great Valley Advisor Group Inc.55,408$8.92M0.2%+86.2%1.630%
11/6/2024 Signature Estate & Investment Advisors LLC1,328$214K0.0%N/A0.039%
11/6/2024 Main Street Financial Solutions LLC1,714$276K0.0%N/A0.050%
11/5/2024 Systelligence LLC74,528$12.00M3.0%-16.1%2.192%
11/5/2024 Harbour Investments Inc.2,732$440K0.0%+78.8%0.080%
10/31/2024 TFB Advisors LLC2,292$369K0.1%+49.3%0.067%
10/31/2024 Graypoint LLC2,305$371K0.0%-5.3%0.068%
10/31/2024 Blake Schutter Theil Wealth Advisors LLC2,559$412K0.3%N/A0.075%
10/30/2024 United Advisor Group LLC4,212$678K0.2%+30.8%0.124%
10/29/2024 Fullcircle Wealth LLC4,262$700K0.3%-39.6%0.125%
10/25/2024 Schulz Wealth LTD.84,433$13.59M10.5%+3.6%2.483%
10/25/2024 Strategic Blueprint LLC1,261$203K0.0%N/A0.037%
10/23/2024 Lincoln Capital Corp26,715$4.30M1.8%-15.4%0.786%
10/23/2024 Tectonic Advisors LLC3,258$524K0.0%-14.5%0.096%
10/22/2024 International Assets Investment Management LLC414,285$66.68M0.0%+30,610.5%12.185%
10/22/2024 Lazari Capital Management Inc.6,661$1.07M0.5%-4.7%0.196%
10/18/2024Riverview Trust Co2,456$395K0.3%N/A0.072%
10/18/2024Stratos Wealth Advisors LLC9,251$1.49M0.1%+62.4%0.272%
10/15/2024 Cabot Wealth Management Inc.113,879$18.33M2.3%-1.8%3.349%
10/15/2024 Nova R Wealth Inc.13,033$2.10M1.0%-4.7%0.383%
10/11/2024 Creative Planning4,742$763K0.0%-1.5%0.139%
10/11/2024 Redhawk Wealth Advisors Inc.18,099$2.91M0.4%+253.2%0.532%
10/10/2024 Ritholtz Wealth Management431,899$69.51M2.1%+2.8%12.703%
10/9/2024 Pacific Sun Financial Corp1,316$212K0.1%N/A0.039%
10/9/2024 UMB Bank n.a.26,223$4.22M0.1%-2.1%0.771%
10/8/2024 Anderson Hoagland & Co.137,334$22.13M2.3%-1.1%4.039%
10/7/2024 IAM Advisory LLC8,318$1.34M0.3%+2.1%0.245%
9/9/2024 Lazari Capital Management Inc.6,986$1.05M0.5%N/A0.205%
8/16/2024 Creative Planning4,816$723K0.0%+13.6%0.142%
8/12/2024 Mercer Global Advisors Inc. ADV6,578$988K0.0%-4.7%0.193%
8/8/2024 Envestnet Asset Management Inc.88,811$13.34M0.0%-18.4%2.612%
8/8/2024 Thoroughbred Financial Services LLC4,110$617K0.0%+91.3%0.121%
8/3/2024 Journey Advisory Group LLC35,160$5.28M0.6%+4.8%1.034%
8/1/2024 Drive Wealth Management LLC7,565$1.14M0.3%+17.8%0.223%
8/1/2024 Ritholtz Wealth Management420,019$63.09M2.1%-0.3%12.354%
7/31/2024 Davidson Investment Advisors207,576$31.18M1.6%+2.1%6.105%
7/31/2024 Graypoint LLC2,434$366K0.0%-32.6%0.072%
7/31/2024Commonwealth Equity Services LLC6,775$1.02M0.0%+29.9%0.199%
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7/30/2024 TFB Advisors LLC1,535$231K0.1%N/A0.045%
7/30/2024 International Assets Investment Management LLC1,349$203K0.0%N/A0.040%
7/29/2024 Armbruster Capital Management Inc.36,940$5.55M1.2%-0.8%1.086%
7/29/2024 UMB Bank n.a.26,786$4.02M0.1%+0.3%0.788%
7/29/2024 Arkadios Wealth Advisors1,727$259K0.0%N/A0.051%
7/27/2024 Zimmermann Investment Management & Planning LLC3,080$463K0.2%N/A0.091%
7/26/2024 Harbour Investments Inc.1,528$230K0.0%+121.1%0.045%
7/26/2024 Cambridge Investment Research Advisors Inc.6,861$1.03M0.0%+101.6%0.202%
7/25/2024 Systelligence LLC88,824$13.34M3.5%N/A2.612%
7/25/2024 Clear Creek Financial Management LLC2,363$355K0.0%-10.2%0.070%
7/25/2024 Fullcircle Wealth LLC7,053$1.08M0.5%N/A0.207%
7/20/2024 First Horizon Advisors Inc.454$68K0.0%-20.2%0.013%
7/18/2024 Nova R Wealth Inc.13,671$2.05M1.1%+4.1%0.402%
7/17/2024 Redhawk Wealth Advisors Inc.5,124$770K0.1%N/A0.151%
7/17/2024 AdvisorNet Financial Inc1,878$282K0.0%+414.5%0.055%
7/16/2024 Envestnet Portfolio Solutions Inc.2,715$408K0.0%-12.0%0.080%
7/16/2024 Great Valley Advisor Group Inc.29,762$4.47M0.1%+18.5%0.875%
7/16/2024 Aspect Partners LLC8,558$1.29M0.8%+4.5%0.252%
7/15/2024 Melfa Wealth Management Inc.1,643$247K0.2%-4.3%0.048%
7/12/2024 Cabot Wealth Management Inc.115,912$17.41M2.3%-9.0%3.409%
7/11/2024 Symmetry Partners LLC76,685$11.52M0.6%+4.4%2.255%
7/10/2024 Anderson Hoagland & Co.138,839$20.92M2.2%+0.2%4.084%
7/9/2024 Mather Group LLC.493$75K0.0%N/A0.015%
5/30/2024Cambridge Trust Co.500$76K0.0%N/A0.015%
5/17/2024 Aspect Partners LLC8,192$1.24M1.0%+3.4%0.241%
5/17/2024 Tidal Investments LLC3,719$563K0.0%N/A0.109%
5/8/2024 Avantax Advisory Services Inc.1,889$286K0.0%N/A0.056%
5/8/2024 Thoroughbred Financial Services LLC2,148$324K0.0%-26.8%0.063%
5/7/2024 Tectonic Advisors LLC3,857$584K0.0%-13.5%0.113%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management64,987$9.83M0.3%-5.4%1.911%
5/6/2024 Envestnet Portfolio Solutions Inc.3,086$467K0.0%+2.3%0.091%
5/4/2024 Geneos Wealth Management Inc.11,500$1.74M0.1%-10.3%0.338%
5/2/2024 Graypoint LLC3,609$546K0.0%-2.8%0.106%
4/30/2024Commonwealth Equity Services LLC5,215$789K0.0%+26.6%0.153%
4/26/2024 UMB Bank n.a.26,695$4.04M0.1%-2.7%0.785%
4/26/2024 Clear Creek Financial Management LLC2,630$398K0.1%-3.1%0.077%
4/24/2024 Win Advisors Inc.49,680$7.52M3.3%N/A1.461%
4/23/2024Raymond James Financial Services Advisors Inc.20,177$3.05M0.0%-3.1%0.593%
4/22/2024 Drive Wealth Management LLC6,423$972K0.3%+108.7%0.189%
4/16/2024 Lincoln Capital Corp33,688$5.10M2.2%+2.4%0.991%
4/15/2024 IAM Advisory LLC8,081$1.22M0.3%N/A0.238%
4/12/2024 Nova R Wealth Inc.13,129$1.99M1.0%-4.6%0.471%
4/12/2024 Anderson Hoagland & Co.138,544$20.36M2.3%+1.0%4.966%
4/10/2024 Schulz Wealth LTD.83,393$12.62M10.8%+2.4%2.989%
4/2/2024 Symmetry Partners LLC73,487$11.12M0.9%+14.5%2.634%
2/16/2024 Aspect Partners LLC7,920$1.04M0.7%N/A0.284%
2/13/2024 Edge Capital Group LLC8,302$1.09M0.1%-87.6%0.298%
2/12/2024 Schulz Wealth LTD.81,411$10.69M10.2%N/A2.918%
2/12/2024 Journey Advisory Group LLC33,064$4.34M0.6%+8.9%1.185%
2/12/2024 Parallel Advisors LLC1,740$228K0.0%-9.1%0.062%
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2/8/2024 Strategic Financial Services Inc274,780$36.08M2.5%+2.0%9.849%
2/7/2024 Principal Securities Inc.3,418$449K0.0%N/A0.123%
2/6/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management68,672$9.02M0.3%-12.9%2.461%
2/6/2024Wilbanks Smith & Thomas Asset Management LLC18,988$2.49M0.1%N/A0.681%
2/6/2024 Great Valley Advisor Group Inc.17,577$2.31M0.1%+29.4%0.630%
2/1/2024 Armbruster Capital Management Inc.37,515$4.93M1.1%+3.4%1.345%
1/30/2024 Octavia Wealth Advisors LLC7,347$965K0.2%N/A0.263%
1/26/2024 Geneos Wealth Management Inc.12,826$1.68M0.1%-9.4%0.460%
1/24/2024 Clear Creek Financial Management LLC2,713$356K0.1%-11.6%0.097%
1/22/2024 Drive Wealth Management LLC3,077$404K0.1%N/A0.110%
(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, 87 institutional investors and hedge funds held shares of Vanguard U.S. Momentum Factor ETF. The most heavily invested institutionals were Ritholtz Wealth Management ($69.51M), International Assets Investment Management LLC ($66.68M), Strategic Financial Services Inc ($36.08M), Davidson Investment Advisors ($31.18M), Anderson Hoagland & Co. ($22.13M), Cabot Wealth Management Inc. ($18.33M), and Schulz Wealth LTD. ($13.59M).Learn more on VFMO's institutional investors.

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

Of the 77 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: International Assets Investment Management LLC ($414.29K), Systelligence LLC ($199.15K), Ritholtz Wealth Management ($87.15K), Schulz Wealth LTD. ($86.36K), Symmetry Partners LLC ($79.16K), Davidson Investment Advisors ($50.41K), and Win Advisors Inc. ($49.68K).

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

Institutional investors have bought a total of 1,508,787 shares in the last 24 months. This purchase volume represents approximately $206.47M in transactions.

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

Of the 40 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 ($59.39K), UMB Bank n.a. ($44.14K), Envestnet Asset Management Inc. ($20.64K), Empirical Financial Services LLC d.b.a. Empirical Wealth Management ($20.09K), Systelligence LLC ($14.30K), Raymond James Financial Services Advisors Inc. ($13.82K), and Cabot Wealth Management Inc. ($13.54K).

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

Institutional investors have sold a total of 257,723 shares in the last 24 months. This volume of shares sold represents approximately $34.13M in transactions.


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This page (BATS:VFMO) was last updated on 11/17/2024 by MarketBeat.com Staff
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