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

Vanguard U.S. Momentum Factor ETF logo
$170.35 +6.17 (+3.76%)
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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)
50
Total
Institutional Inflows
(last 12 months)
$136.03M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$89.72M
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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
1/16/2025Financial Freedom LLC190$31K0.0%N/A0.006%
1/15/2025 Arkadios Wealth Advisors1,938$319K0.0%+10.5%0.057%
1/15/2025 Merit Financial Group LLC11,378$1.87M0.0%N/A0.335%
1/15/2025 Wealthcare Advisory Partners LLC1,358$223K0.0%N/A0.040%
1/15/2025 Ritholtz Wealth Management441,345$72.54M2.1%+2.2%12.981%
1/14/2025 Redhawk Wealth Advisors Inc.18,840$3.10M0.4%+4.1%0.554%
1/8/2025 International Assets Investment Management LLC5,106$843K0.0%-98.8%0.150%
1/7/2025 One Wealth Capital Management LLC1,863$306K0.2%N/A0.055%
11/25/2024Tidal Investments LLC3,912$630K0.0%-40.3%0.115%
11/15/2024MML Investors Services LLC3,634$585K0.0%-60.5%0.107%
11/12/2024Journey Advisory Group LLC34,257$5.15M0.6%-2.6%1.008%
11/12/2024Great Valley Advisor Group Inc.55,408$8.92M0.2%+86.2%1.630%
11/6/2024Signature Estate & Investment Advisors LLC1,328$214K0.0%N/A0.039%
11/6/2024Main Street Financial Solutions LLC1,714$276K0.0%N/A0.050%
11/5/2024Systelligence LLC74,528$12.00M3.0%-16.1%2.192%
11/5/2024Harbour Investments Inc.2,732$440K0.0%+78.8%0.080%
10/31/2024TFB Advisors LLC2,292$369K0.1%+49.3%0.067%
10/31/2024 Graypoint LLC2,305$371K0.0%-5.3%0.068%
10/31/2024Blake Schutter Theil Wealth Advisors LLC2,559$412K0.3%N/A0.075%
10/30/2024United Advisor Group LLC4,212$678K0.2%+30.8%0.124%
10/29/2024Fullcircle Wealth LLC4,262$700K0.3%-39.6%0.125%
10/25/2024Schulz Wealth LTD.84,433$13.59M10.5%+3.6%2.483%
10/25/2024Strategic Blueprint LLC1,261$203K0.0%N/A0.037%
10/23/2024Lincoln Capital Corp26,715$4.30M1.8%-15.4%0.786%
10/23/2024Tectonic 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%
10/22/2024Lazari 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%
10/15/2024Cabot Wealth Management Inc.113,879$18.33M2.3%-1.8%3.349%
10/15/2024Nova R Wealth Inc.13,033$2.10M1.0%-4.7%0.383%
10/11/2024Creative 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%
10/9/2024Pacific Sun Financial Corp1,316$212K0.1%N/A0.039%
10/9/2024UMB Bank n.a.26,223$4.22M0.1%-2.1%0.771%
10/8/2024Anderson 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%
9/9/2024Lazari Capital Management Inc.6,986$1.05M0.5%N/A0.205%
8/16/2024Creative Planning4,816$723K0.0%+13.6%0.142%
8/12/2024Mercer Global Advisors Inc. ADV6,578$988K0.0%-4.7%0.193%
8/8/2024Envestnet Asset Management Inc.88,811$13.34M0.0%-18.4%2.612%
8/8/2024Thoroughbred Financial Services LLC4,110$617K0.0%+91.3%0.121%
8/3/2024Journey Advisory Group LLC35,160$5.28M0.6%+4.8%1.034%
8/1/2024Drive 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%
7/31/2024Davidson 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%
7/30/2024TFB Advisors LLC1,535$231K0.1%N/A0.045%
7/30/2024 International Assets Investment Management LLC1,349$203K0.0%N/A0.040%
7/29/2024Armbruster Capital Management Inc.36,940$5.55M1.2%-0.8%1.086%
7/29/2024UMB Bank n.a.26,786$4.02M0.1%+0.3%0.788%
7/29/2024 Arkadios Wealth Advisors1,727$259K0.0%N/A0.051%
7/27/2024Zimmermann Investment Management & Planning LLC3,080$463K0.2%N/A0.091%
7/26/2024Harbour Investments Inc.1,528$230K0.0%+121.1%0.045%
7/26/2024Cambridge Investment Research Advisors Inc.6,861$1.03M0.0%+101.6%0.202%
7/25/2024Systelligence LLC88,824$13.34M3.5%N/A2.612%
7/25/2024Clear Creek Financial Management LLC2,363$355K0.0%-10.2%0.070%
7/25/2024Fullcircle Wealth LLC7,053$1.08M0.5%N/A0.207%
7/20/2024First Horizon Advisors Inc.454$68K0.0%-20.2%0.013%
7/18/2024Nova 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%
7/16/2024Envestnet Portfolio Solutions Inc.2,715$408K0.0%-12.0%0.080%
7/16/2024Great Valley Advisor Group Inc.29,762$4.47M0.1%+18.5%0.875%
7/16/2024Aspect Partners LLC8,558$1.29M0.8%+4.5%0.252%
7/15/2024Melfa Wealth Management Inc.1,643$247K0.2%-4.3%0.048%
7/12/2024Cabot Wealth Management Inc.115,912$17.41M2.3%-9.0%3.409%
7/11/2024Symmetry Partners LLC76,685$11.52M0.6%+4.4%2.255%
7/10/2024Anderson Hoagland & Co.138,839$20.92M2.2%+0.2%4.084%
7/9/2024Mather Group LLC.493$75K0.0%N/A0.015%
5/30/2024Cambridge Trust Co.500$76K0.0%N/A0.015%
5/17/2024Aspect Partners LLC8,192$1.24M1.0%+3.4%0.241%
5/17/2024Tidal Investments LLC3,719$563K0.0%N/A0.109%
5/8/2024Avantax Advisory Services Inc.1,889$286K0.0%N/A0.056%
5/8/2024Thoroughbred Financial Services LLC2,148$324K0.0%-26.8%0.063%
5/7/2024Tectonic Advisors LLC3,857$584K0.0%-13.5%0.113%
5/7/2024Empirical Financial Services LLC d.b.a. Empirical Wealth Management64,987$9.83M0.3%-5.4%1.911%
5/6/2024Envestnet Portfolio Solutions Inc.3,086$467K0.0%+2.3%0.091%
5/4/2024Geneos 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%
4/26/2024UMB Bank n.a.26,695$4.04M0.1%-2.7%0.785%
4/26/2024Clear Creek Financial Management LLC2,630$398K0.1%-3.1%0.077%
4/24/2024Win 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%
4/22/2024Drive Wealth Management LLC6,423$972K0.3%+108.7%0.189%
4/16/2024Lincoln Capital Corp33,688$5.10M2.2%+2.4%0.991%
4/15/2024 IAM Advisory LLC8,081$1.22M0.3%N/A0.238%
4/12/2024Nova R Wealth Inc.13,129$1.99M1.0%-4.6%0.471%
4/12/2024Anderson Hoagland & Co.138,544$20.36M2.3%+1.0%4.966%
4/10/2024Schulz Wealth LTD.83,393$12.62M10.8%+2.4%2.989%
4/2/2024Symmetry Partners LLC73,487$11.12M0.9%+14.5%2.634%
2/16/2024Aspect Partners LLC7,920$1.04M0.7%N/A0.284%
2/13/2024Edge Capital Group LLC8,302$1.09M0.1%-87.6%0.298%
2/12/2024Schulz Wealth LTD.81,411$10.69M10.2%N/A2.918%
2/12/2024Journey Advisory Group LLC33,064$4.34M0.6%+8.9%1.185%
2/12/2024Parallel Advisors LLC1,740$228K0.0%-9.1%0.062%
2/8/2024Strategic Financial Services Inc274,780$36.08M2.5%+2.0%9.849%
(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, 91 institutional investors and hedge funds held shares of Vanguard U.S. Momentum Factor ETF. The most heavily invested institutionals were Ritholtz Wealth Management ($72.54M), Strategic Financial Services Inc ($36.08M), Davidson Investment Advisors ($31.18M), Anderson Hoagland & Co. ($22.13M), Cabot Wealth Management Inc. ($18.33M), Schulz Wealth LTD. ($13.59M), and Envestnet Asset Management Inc. ($13.34M).Learn more on VFMO's institutional investors.

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

Of the 81 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 ($160.67K), Ritholtz Wealth Management ($96.60K), 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 1,486,084 shares in the last 24 months. This purchase volume represents approximately $205.16M in transactions.

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

Of the 42 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: International Assets Investment Management LLC ($409.18K), 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), and Raymond James Financial Services Advisors Inc. ($13.82K).

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

Institutional investors have sold a total of 669,025 shares in the last 24 months. This volume of shares sold represents approximately $102.02M in transactions.


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This page (BATS:VFMO) was last updated on 1/17/2025 by MarketBeat.com Staff
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