Vanguard US Momentum FactorVFMOETF
13F holders, Q1 2024 (March 31)81holders
$150.97avg. 13F price*
At the end of Q1 2024, 81 institutions reported holding Vanguard US Momentum Factor (VFMO) in their 13F filings. The largest holders were Ritholtz Wealth Management ($63.7M), Strategic Financial Services, Inc. ($41.9M) and Davidson Investment Advisors ($30.8M).
- Company
- Vanguard US Momentum Factor
- CUSIP
- 921935508
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $14.4M |
| Exits | 3 | $4.6M |
Ownership 81 holders
| Ritholtz Wealth Management | 2.20% | Add +0.1% | 421,309 | $63.7M |
| Strategic Financial Services, Inc. | 2.70% | Add +0.7% | 276,643 | $41.9M |
| Davidson Investment Advisors | 1.60% | Add +76.0% | 203,320 | $30.8M |
| Anderson Hoagland & Co. | 2.28% | Add +1.0% | 138,544 | $20.4M |
| Cabot Wealth Management Inc. | 2.52% | Reduce -1.3% | 127,421 | $19.3M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -1.6% | 108,893 | $16.5M |
| Schulz Wealth, LTD. | 10.78% | Add +2.4% | 83,393 | $12.6M |
| Symmetry Partners, LLC | 0.87% | Add +14.5% | 73,487 | $11.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.30% | Reduce -5.4% | 64,987 | $9.8M |
| Win Advisors, Inc. | 3.31% | New | 49,680 | $7.5M |
| LPL Financial LLC | 0.00% | Add +4.5% | 38,705 | $5.9M |
| Armbruster Capital Management, Inc. | 1.20% | Reduce -0.7% | 37,240 | $5.6M |
| Lincoln Capital Corp. | 2.23% | Add +2.4% | 33,688 | $5.1M |
| Journey Advisory Group, LLC | 0.63% | Add +1.5% | 33,546 | $5.1M |
| UMB Bank, n.a. | 0.06% | Reduce -2.7% | 26,695 | $4.0M |
| Great Valley Advisor Group, Inc. | 0.12% | Add +42.8% | 25,107 | $3.8M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -3.1% | 20,177 | $3.1M |
| Nova R Wealth, Inc. | 1.04% | Reduce -4.6% | 13,129 | $2.0M |
| Caitlin John, LLC | 1.39% | Add +348.3% | 12,104 | $1.8M |
| Geneos Wealth Management Inc. | 0.08% | Reduce -10.3% | 11,500 | $1.7M |
| UBS Group AG | 0.00% | Add +2.3% | 10,881 | $1.6M |
| Wilbanks Smith & Thomas Asset Management LLC | 0.05% | Reduce -43.1% | 10,801 | $1.6M |
| Kestra Advisory Services, LLC | 0.01% | Add +4.2% | 10,037 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Add +108.6% | 9,313 | $1.4M |
| Aspect Partners, LLC | 0.98% | Add +3.4% | 8,192 | $1.2M |
| IAM Advisory, LLC | 0.33% | New | 8,081 | $1.2M |
| IFP Advisors, Inc | 0.05% | New | 7,991 | $1.2M |
| MML Investors Services, LLC | 0.00% | Add +51.1% | 7,373 | $1.1M |
| BLB&B Advisors, LLC | 0.06% | No change | 7,250 | $1.1M |
| Mercer Global Advisors Inc. | 0.00% | Add +29.2% | 6,900 | $1.1M |
| Royal Bank of Canada | 0.00% | Reduce -32.6% | 6,926 | $1.0M |
| Edge Capital Group, LLC | 0.05% | Reduce -18.6% | 6,761 | $1.0M |
| Drive Wealth Management, LLC | 0.27% | Add +108.7% | 6,423 | $972K |
| Jane Street Group, LLC | 0.00% | New | 5,286 | $800K |
| Commonwealth Equity Services, LLC | 0.00% | Add +26.6% | 5,215 | $789K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 4,320 | $654K |
| Creative Planning | 0.00% | Add +0.4% | 4,239 | $641K |
| Tectonic Advisors LLC | 0.04% | Reduce -13.5% | 3,857 | $584K |
| Tidal Investments LLC | 0.01% | New | 3,719 | $563K |
| Graypoint LLC | 0.04% | Reduce -2.8% | 3,609 | $546K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +47.8% | 3,404 | $515K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +5.2% | 3,399 | $514K |
| Seed Wealth Management, Inc. | 0.47% | No change | 3,230 | $487K |
| United Advisor Group, LLC | 0.18% | New | 3,220 | $487K |
| HighTower Advisors, LLC | 0.00% | Reduce -14.8% | 3,135 | $475K |
| Principal Securities, Inc. | 0.01% | Reduce -8.7% | 3,120 | $472K |
| Cetera Investment Advisers | 0.00% | New | 3,099 | $469K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +2.3% | 3,086 | $467K |
| Waverly Advisors, LLC | 0.01% | Add +3.0% | 3,080 | $466K |
| Raymond James & Associates | 0.00% | Add +66.5% | 2,985 | $452K |
| Clear Creek Financial Management, LLC | 0.05% | Reduce -3.1% | 2,630 | $398K |
| Kathmere Capital Management, LLC | 0.04% | No change | 2,427 | $367K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 2,396 | $362K |
| Thoroughbred Financial Services, LLC | 0.03% | Reduce -26.8% | 2,148 | $324K |
| Chicago Partners Investment Group LLC | 0.01% | New | 2,223 | $319K |
| Lincoln National Corp. | 0.00% | Add +0.8% | 1,988 | $301K |
| Avantax Advisory Services, Inc. | 0.00% | New | 1,889 | $286K |
| GSG Advisors LLC | 0.10% | No change | 1,835 | $275K |
| Norwood Financial Corp | 0.40% | No change | 1,813 | $274K |
| Melfa Wealth Management, Inc. | 0.19% | New | 1,716 | $260K |
| Parallel Advisors, LLC | 0.01% | Reduce -10.1% | 1,565 | $237K |
| Morgan Stanley | 0.00% | Add +704.1% | 780 | $118K |
| Harbour Investments, Inc. | 0.00% | Add +0.1% | 691 | $105K |
| First Horizon Advisors, Inc. | 0.00% | No change | 569 | $86K |
| Cambridge Trust Co. | 0.00% | New | 500 | $76K |
| Glass Jacobson Investment Advisors llc | 0.03% | New | 447 | $68K |
| AdvisorNet Financial, Inc | 0.01% | New | 365 | $55K |
| NewEdge Advisors, LLC | 0.00% | New | 202 | $31K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 186 | $28K |
| Parkside Financial Bank & Trust | 0.00% | Add +253.8% | 184 | $28K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 182 | $28K |
| Castleview Partners, LLC | 0.01% | No change | 133 | $20K |
| Barrett & Company, Inc. | 0.01% | No change | 125 | $19K |
| City State Bank | 0.01% | No change | 100 | $15K |
| Simplex Trading, LLC | 0.00% | New | 100 | $15K |
| Central Pacific Bank - Trust Division | 0.00% | — | 39 | $6K |
| NewSquare Capital LLC | 0.00% | No change | 25 | $4K |
| Global Retirement Partners, LLC | 0.00% | New | 21 | $3K |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 20 | $3K |
| GHP Investment Advisors, Inc. | 0.00% | Reduce -50.0% | 9 | $1K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $142 |
"% of holder's portfolio" is VFMO's weight in each manager's 13F, not the share of Vanguard US Momentum Factor the manager owns.