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

Vanguard U.S. Momentum Factor ETF logo
$145.79 -18.39 (-11.20%)
Closing price 04/15/2025 03:59 PM Eastern
Extended Trading
$145.80 +0.01 (+0.01%)
As of 04/15/2025 04:48 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)
77
Total
Institutional Inflows
(last 12 months)
$197.95M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$88.78M
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VFMO Institutional Buying and Selling by Quarter

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Vanguard U.S. Momentum Factor ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
4/14/2025 UMB Bank n.a.21,926$3.33M0.1%-16.3%0.353%
4/9/2025 Merit Financial Group LLC13,969$2.12M0.0%+22.8%0.225%
4/9/2025 Anderson Hoagland & Co.118,928$18.04M2.2%-12.4%1.912%
4/8/2025 Parallel Advisors LLC1,100$167K0.0%N/A0.018%
4/7/2025 AdvisorNet Financial Inc2,017$306K0.0%+6.0%0.032%
4/1/2025 Hobart 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%
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%
2/10/2025Avantax Advisory Services Inc.6,191$1.02M0.0%+7.3%0.182%
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2/10/2025 Farther Finance Advisors LLC202$33K0.0%N/A0.006%
2/7/2025PFG Advisors4,680$769K0.0%+8.3%0.138%
2/7/2025Blake Schutter Theil Wealth Advisors LLC2,423$398K0.4%-5.3%0.071%
2/6/2025Raymond James Financial Inc.67,444$11.09M0.0%N/A1.984%
2/5/2025Noble Wealth Management PBC375$62K0.0%N/A0.011%
2/5/2025Schulz Wealth LTD.85,598$14.07M10.8%+1.4%2.518%
2/5/2025Parkside Financial Bank & Trust322$53K0.0%+41.9%0.009%
2/4/2025Edge Capital Group LLC1,000$164K0.0%-84.5%0.029%
2/4/2025IFP Advisors Inc785$129K0.0%-11.5%0.023%
2/4/2025Partners Wealth Management LLC2,307$379K0.4%N/A0.068%
2/4/2025Cabot Wealth Management Inc.110,231$18.12M2.3%-3.2%3.242%
2/3/2025Sigma Planning Corp1,860$306K0.0%N/A0.055%
2/3/2025Pacific Sun Financial Corp1,523$250K0.1%+15.7%0.045%
2/3/2025Aspect Partners LLC8,421$1.38M0.8%-1.2%0.248%
1/31/2025Davidson Investment Advisors128,047$21.05M1.0%-0.7%3.766%
1/31/2025Atria Wealth Solutions Inc.3,306$543K0.0%+31.8%0.097%
1/31/2025Systelligence LLC95,969$15.77M3.9%+28.8%2.823%
1/30/2025Principal Securities Inc.3,414$561K0.0%+4.8%0.100%
1/30/2025Nova R Wealth Inc.12,640$2.08M1.0%-3.0%0.372%
1/29/2025TFB Advisors LLC3,049$501K0.1%+33.0%0.090%
1/28/2025 Hobart Private Capital LLC20,761$3.41M0.8%N/A0.611%
1/27/2025Caitlin John LLC13,790$2.27M1.5%-5.8%0.406%
1/27/2025Tectonic Advisors LLC2,899$476K0.0%-11.0%0.085%
1/27/2025Stratos Wealth Advisors LLC9,117$1.50M0.1%-1.4%0.268%
1/24/2025Lazari Capital Management Inc.4,296$706K0.3%-35.5%0.126%
1/24/2025Clear Creek Financial Management LLC15,100$2.48M0.3%+536.9%0.444%
1/23/2025Strategic Blueprint LLC1,567$258K0.0%+24.3%0.046%
1/22/2025Perigon Wealth Management LLC1,599$270K0.0%+10.3%0.047%
1/22/2025Armbruster Capital Management Inc.39,740$6.53M1.3%+0.4%1.169%
1/22/2025Empirical Financial Services LLC d.b.a. Empirical Wealth Management62,657$10.30M0.3%-0.9%1.843%
1/21/2025 Anderson Hoagland & Co.135,719$23.10M2.4%-1.2%3.992%
1/21/2025Geneos Wealth Management Inc.4,362$717K0.0%-35.3%0.128%
1/21/2025Lincoln Capital Corp26,866$4.42M1.8%+0.6%0.790%
1/16/2025Financial Freedom LLC190$31K0.0%N/A0.006%
1/15/2025Arkadios Wealth Advisors1,938$319K0.0%+10.5%0.057%
1/15/2025 Merit Financial Group LLC11,378$1.87M0.0%N/A0.335%
1/15/2025Wealthcare Advisory Partners LLC1,358$223K0.0%N/A0.040%
1/15/2025Ritholtz Wealth Management441,345$72.54M2.1%+2.2%12.981%
1/14/2025Redhawk Wealth Advisors Inc.18,840$3.10M0.4%+4.1%0.554%
1/8/2025International Assets Investment Management LLC5,106$843K0.0%-98.8%0.150%
1/7/2025One 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%
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10/31/2024Graypoint 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%
10/22/2024International 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%
(Data available from 1/1/2016 forward)

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VFMO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VFMO shares?

During the previous two years, 114 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), Cetera Investment Advisers ($44.44M), Strategic Financial Services Inc. ($43.54M), Strategic Financial Services Inc ($36.08M), Davidson Investment Advisors ($21.05M), Cabot Wealth Management Inc. ($18.12M), and Anderson Hoagland & Co. ($18.04M).Learn more on VFMO's institutional investors.

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

Of the 101 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), Cetera Investment Advisers ($264.67K), Systelligence LLC ($182.11K), Ritholtz Wealth Management ($96.60K), Schulz Wealth LTD. ($87.53K), Symmetry Partners LLC ($79.16K), and Great Valley Advisor Group Inc. ($71.88K).

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

Institutional investors have bought a total of 1,851,753 shares in the last 24 months. This purchase volume represents approximately $273.18M in transactions.

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

Of the 48 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 ($63.85K), UMB Bank n.a. ($37.00K), Anderson Hoagland & Co. ($25.78K), Envestnet Asset Management Inc. ($21.62K), Empirical Financial Services LLC d.b.a. Empirical Wealth Management ($18.73K), and Cabot Wealth Management Inc. ($17.19K).

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

Institutional investors have sold a total of 698,405 shares in the last 24 months. This volume of shares sold represents approximately $107.91M in transactions.



This page (BATS:VFMO) was last updated on 4/16/2025 by MarketBeat.com Staff
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