Vanguard US Momentum FactorVFMOETF
13F holders, Q2 2026 (June 30)197holders +25
41new positions
13sold out
$249.35avg. 13F price*
At the end of Q2 2026, 197 institutions reported holding Vanguard US Momentum Factor (VFMO) in their 13F filings, up 25 from Q1 2026. 41 opened new positions and 13 sold out. The largest holders were Ritholtz Wealth Management ($184.0M), Strategic Financial Services, Inc. ($68.3M) and LPL Financial LLC ($42.8M).
- Company
- Vanguard US Momentum Factor
- CUSIP
- 921935508
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $56.7M |
| Exits | 13 | $4.3M |
All 13F filers, Q1 2026 → Q2 2026: 493,292 shares bought and 165,169 shares sold, net +328,123 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 197 holders
| Ritholtz Wealth Management | 2.75% | Add +4.3% | 737,643 | $184.0M |
| Strategic Financial Services, Inc. | 2.99% | Reduce -4.2% | 273,656 | $68.3M |
| LPL Financial LLC | 0.01% | Add +13.0% | 171,600 | $42.8M |
| Great Valley Advisor Group, Inc. | 0.65% | Add +2.9% | 165,303 | $41.2M |
| Raymond James Financial Inc. | 0.01% | Add +4.6% | 156,997 | $39.2M |
| Davidson Investment Advisors | 1.59% | Add +1.8% | 156,341 | $39.0M |
| Anderson Hoagland & Co. | 2.15% | Reduce -3.8% | 109,865 | $27.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.38% | Reduce -4.8% | 104,019 | $26.0M |
| Cetera Investment Advisers | 0.02% | Add +32.0% | 99,597 | $24.9M |
| Systelligence, LLC | 3.90% | Reduce -9.3% | 93,485 | $23.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -8.4% | 84,133 | $21.0M |
| Two Sigma Investments, LP | 0.01% | New | 65,700 | $16.4M |
| Bank of America Corp. | 0.00% | Add +82.7% | 61,024 | $15.2M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +37.6% | 60,770 | $15.2M |
| UBS Group AG | 0.00% | Add +33.1% | 57,661 | $14.4M |
| Win Advisors, Inc. | 4.76% | Reduce -3.6% | 53,521 | $13.4M |
| Financial Partners Group, Inc | 1.35% | Add +1.0% | 53,315 | $13.3M |
| Cabot Wealth Management Inc. | 1.28% | Reduce -57.2% | 50,284 | $12.5M |
| Armbruster Capital Management, Inc. | 1.77% | Reduce -4.2% | 47,516 | $11.9M |
| &partners | 0.04% | Add +3.9% | 40,952 | $10.2M |
| NewEdge Advisors, LLC | 0.03% | Add +9.3% | 40,946 | $10.2M |
| Oppenheimer & Co. Inc. | 0.11% | New | 40,457 | $10.1M |
| Mariner, LLC | 0.01% | Add +192.7% | 39,420 | $9.8M |
| Builder Investment Group Inc. | 1.67% | Add +182.7% | 33,690 | $8.4M |
| Hobart Private Capital, LLC | 1.38% | Add +0.9% | 32,338 | $8.1M |
| Royal Bank of Canada | 0.00% | Add +55.1% | 32,297 | $8.1M |
| Private Advisor Group, LLC | 0.04% | Add +4.8% | 31,630 | $7.9M |
| Thrivent Financial for Lutherans | 0.01% | New | 30,305 | $7.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +25.3% | 29,870 | $7.5M |
| Lincoln Capital Corp. | 2.15% | Add +3.3% | 26,571 | $6.6M |
| Financial Freedom, LLC | 2.42% | Add +9.7% | 21,091 | $5.3M |
| Merit Financial Group, LLC | 0.03% | Reduce -20.9% | 21,013 | $5.2M |
| Betterment LLC | 0.01% | Add +0.6% | 20,695 | $5.2M |
| Stratos Wealth Advisors, LLC | 0.27% | Reduce -28.5% | 19,571 | $4.9M |
| UMB Bank, n.a. | 0.06% | Reduce -0.6% | 19,356 | $4.8M |
| Kestra Advisory Services, LLC | 0.02% | Add +40.8% | 19,270 | $4.8M |
| Osaic Holdings, Inc. | 0.01% | Add +17.4% | 18,876 | $4.7M |
| Wedbush Securities Inc. | 0.12% | Add +26.4% | 17,873 | $4.5M |
| Goldman Sachs Group Inc. | 0.00% | New | 17,846 | $4.5M |
| Wilkins Miller Wealth Management, LLC | 2.03% | Add +3.9% | 14,800 | $3.7M |
| Fortis Group Advisors, LLC | 0.59% | New | 14,722 | $3.7M |
| Redhawk Wealth Advisors, Inc. | 0.32% | Reduce -41.6% | 12,853 | $3.2M |
| Compass Ion Advisors, LLC | 0.26% | Add +17.4% | 12,170 | $3.0M |
| Nova R Wealth, Inc. | 0.87% | Reduce -1.0% | 11,920 | $3.0M |
| Farther Finance Advisors, LLC | 0.02% | Reduce -24.5% | 11,147 | $2.8M |
| Ieq Capital, LLC | 0.01% | Add +10.2% | 11,116 | $2.8M |
| Archford Capital Strategies, LLC | 0.26% | Add +13.1% | 10,409 | $2.6M |
| Janney Montgomery Scott LLC | 0.01% | Add +1.8% | 10,341 | $2.6M |
| International Assets Investment Management, LLC | 0.14% | Add +4.7% | 9,783 | $2.4M |
| Aspect Partners, LLC | 0.87% | Reduce -5.0% | 9,331 | $2.3M |
| Caitlin John, LLC | 1.21% | Add +7.2% | 8,811 | $2.2M |
| MY Wealth Management Inc. | 1.53% | New | 8,717 | $2.2M |
| Valued Retirements, Inc. | 1.82% | Reduce -5.9% | 8,115 | $2.0M |
| Thoroughbred Financial Services, LLC | 0.10% | Add +3.0% | 8,036 | $2.0M |
| IAM Advisory, LLC | 0.39% | Reduce -2.4% | 7,927 | $2.0M |
| PFG Advisors | 0.10% | Add +10.8% | 7,680 | $1.9M |
| MML Investors Services, LLC | 0.00% | Add +51.5% | 7,567 | $1.9M |
| Blom & Howell Financial Planning, Inc. | 1.56% | Add +7.0% | 7,518 | $1.9M |
| TFB Advisors LLC | 0.82% | Add +7.3% | 7,434 | $1.9M |
| BLB&B Advisors, LLC | 0.07% | No change | 7,250 | $1.8M |
| Equitable Holdings, Inc. | 0.01% | Add +21.2% | 7,248 | $1.8M |
| Nova Wealth Management, Inc. | 0.99% | Reduce -7.1% | 7,172 | $1.8M |
| Fifth Third Bancorp | 0.00% | Reduce -4.7% | 6,831 | $1.7M |
| Benjamin Edwards Inc. | 0.01% | Add +78.8% | 6,372 | $1.6M |
| Tidal Investments LLC | 0.00% | New | 6,248 | $1.6M |
| Clearstead Advisors, LLC | 0.01% | Add +2.1% | 5,999 | $1.5M |
| Quantinno Capital Management LP | 0.00% | No change | 5,881 | $1.5M |
| Wealth High Governance Asset Management Ltda. | 0.15% | New | 5,802 | $1.4M |
| Mercer Global Advisors Inc. | 0.00% | Add +0.1% | 5,739 | $1.4M |
| Madison Wealth Partners, Inc | 0.17% | New | 5,361 | $1.3M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -8.8% | 5,173 | $1.3M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +9.3% | 5,166 | $1.3M |
| Odyssey Capital Advisors, Inc. | 0.87% | Reduce -3.0% | 4,869 | $1.2M |
| Harbour Investments, Inc. | 0.02% | Add +9.3% | 4,802 | $1.2M |
| WealthCare Investment Partners, LLC | 0.28% | Add +115.3% | 4,695 | $1.2M |
| Apollon Wealth Management, LLC | 0.01% | Add +12.9% | 4,694 | $1.2M |
| Global Retirement Partners, LLC | 0.02% | — | 4,592 | $1.1M |
| Ethos Financial Group, LLC | 0.07% | New | 4,595 | $986K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +62.3% | 3,926 | $979K |
| Kathmere Capital Management, LLC | 0.05% | No change | 3,842 | $959K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +7.9% | 3,780 | $943K |
| Redwood Family Wealth LLC | 0.82% | Reduce -1.4% | 3,699 | $923K |
| IFP Advisors, Inc | 0.02% | Add +3357.1% | 3,630 | $906K |
| Principal Securities, Inc. | 0.01% | Reduce -3.8% | 3,560 | $888K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -3.0% | 3,509 | $875K |
| Belpointe Asset Management LLC | 0.03% | Add +0.4% | 3,501 | $874K |
| Harbor Asset Planning, Inc. | 0.65% | Add +43.0% | 3,455 | $862K |
| Advisory Services Network, LLC | 0.01% | Add +17.6% | 3,409 | $851K |
| United Advisor Group, LLC | 0.09% | No change | 3,303 | $824K |
| OneDigital Investment Advisors LLC | 0.01% | Add +0.1% | 3,270 | $816K |
| Smith, Moore & Co. | 0.05% | Reduce -3.3% | 3,269 | $816K |
| HRT Financial LP | 0.00% | Reduce -29.7% | 3,244 | $809K |
| Cerity Partners LLC | 0.00% | Add +13.3% | 3,189 | $796K |
| Diversify Advisory Services, LLC | 0.01% | New | 3,479 | $787K |
| Diversify Wealth Management, LLC | 0.01% | Add +0.4% | 3,479 | $787K |
| Breakwater Capital Group | 0.09% | Reduce -17.0% | 3,112 | $776K |
| Lazari Capital Management, Inc. | 0.24% | Add +0.0% | 3,084 | $769K |
| Virtus Family Office LLC | 0.60% | Add +28.5% | 3,032 | $757K |
| Creative Planning | 0.00% | Reduce -5.3% | 3,014 | $752K |
| Morgan Stanley | 0.00% | Add +14.6% | 2,773 | $692K |
"% of holder's portfolio" is VFMO's weight in each manager's 13F, not the share of Vanguard US Momentum Factor the manager owns.