Vanguard US Momentum FactorVFMOETF
13F holders, Q2 2024 (June 30)90holders +9
19new positions
8sold out
$150.24avg. 13F price*
At the end of Q2 2024, 90 institutions reported holding Vanguard US Momentum Factor (VFMO) in their 13F filings, up 9 from Q1 2024. 19 opened new positions and 8 sold out. The largest holders were Ritholtz Wealth Management ($63.1M), Strategic Financial Services, Inc. ($42.1M) and Davidson Investment Advisors ($31.2M).
- Company
- Vanguard US Momentum Factor
- CUSIP
- 921935508
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $21.9M |
| Exits | 8 | $10.0M |
All 13F filers, Q1 2024 → Q2 2024: 230,927 shares bought and 116,596 shares sold, net +114,331 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 90 holders
| Ritholtz Wealth Management | 2.08% | Reduce -0.3% | 420,019 | $63.1M |
| Strategic Financial Services, Inc. | 2.66% | Add +1.4% | 280,386 | $42.1M |
| Davidson Investment Advisors | 1.60% | Add +2.1% | 207,576 | $31.2M |
| Anderson Hoagland & Co. | 2.20% | Add +0.2% | 138,839 | $20.9M |
| Cabot Wealth Management Inc. | 2.28% | Reduce -9.0% | 115,912 | $17.4M |
| Systelligence, LLC | 3.55% | New | 88,824 | $13.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -18.4% | 88,811 | $13.3M |
| Schulz Wealth, LTD. | 10.36% | Reduce -2.3% | 81,463 | $12.2M |
| Symmetry Partners, LLC | 0.59% | Add +4.3% | 76,685 | $11.5M |
| LPL Financial LLC | 0.00% | Add +68.2% | 65,097 | $9.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.28% | Reduce -6.2% | 60,968 | $9.2M |
| Armbruster Capital Management, Inc. | 1.15% | Reduce -0.8% | 36,940 | $5.5M |
| Journey Advisory Group, LLC | 0.63% | Add +4.8% | 35,160 | $5.3M |
| Lincoln Capital Corp. | 2.04% | Reduce -6.3% | 31,579 | $4.7M |
| Great Valley Advisor Group, Inc. | 0.13% | Add +18.5% | 29,762 | $4.5M |
| UMB Bank, n.a. | 0.07% | Add +0.3% | 26,786 | $4.0M |
| UBS Group AG | 0.00% | Add +113.4% | 23,218 | $3.5M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -1.3% | 19,911 | $3.0M |
| Caitlin John, LLC | 1.56% | Add +17.7% | 14,249 | $2.1M |
| Nova R Wealth, Inc. | 1.06% | Add +4.1% | 13,671 | $2.1M |
| Osaic Holdings, Inc. | 0.00% | Add +21.0% | 11,272 | $1.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +11.2% | 11,158 | $1.7M |
| Clearstead Advisors, LLC | 0.03% | New | 10,766 | $1.6M |
| IFP Advisors, Inc | 0.06% | Add +24.8% | 9,971 | $1.5M |
| MML Investors Services, LLC | 0.01% | Add +24.8% | 9,200 | $1.4M |
| Aspect Partners, LLC | 0.77% | Add +4.5% | 8,558 | $1.3M |
| IAM Advisory, LLC | 0.33% | Add +0.8% | 8,145 | $1.2M |
| Drive Wealth Management, LLC | 0.31% | Add +17.8% | 7,565 | $1.1M |
| BLB&B Advisors, LLC | 0.06% | No change | 7,250 | $1.1M |
| Fullcircle Wealth LLC | 0.53% | — | 7,053 | $1.1M |
| Lazari Capital Management, Inc. | 0.47% | New | 6,986 | $1.0M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +101.6% | 6,861 | $1.0M |
| Geneos Wealth Management Inc. | 0.05% | Reduce -40.5% | 6,841 | $1.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +29.9% | 6,775 | $1.0M |
| Edge Capital Group, LLC | 0.05% | Add +0.0% | 6,763 | $1.0M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -4.7% | 6,578 | $988K |
| Tidal Investments LLC | 0.01% | Add +76.1% | 6,550 | $984K |
| Stratos Wealth Advisors, LLC | 0.04% | New | 5,697 | $856K |
| Royal Bank of Canada | 0.00% | Reduce -25.6% | 5,150 | $774K |
| Redhawk Wealth Advisors, Inc. | 0.12% | New | 5,124 | $770K |
| Cetera Investment Advisers | 0.00% | Add +60.8% | 4,984 | $749K |
| Creative Planning | 0.00% | Add +13.6% | 4,816 | $723K |
| PFG Advisors | 0.04% | New | 4,416 | $663K |
| Mariner, LLC | 0.00% | New | 4,244 | $637K |
| Thoroughbred Financial Services, LLC | 0.04% | Add +91.3% | 4,110 | $617K |
| Raymond James & Associates | 0.00% | Add +29.7% | 3,871 | $581K |
| Tectonic Advisors LLC | 0.04% | Reduce -1.2% | 3,810 | $572K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +55.0% | 3,713 | $558K |
| Focus Partners Advisor Solutions, LLC | 0.01% | No change | 3,399 | $511K |
| Belpointe Asset Management LLC | 0.03% | New | 3,323 | $499K |
| Seed Wealth Management, Inc. | 0.42% | No change | 3,230 | $485K |
| United Advisor Group, LLC | 0.15% | No change | 3,220 | $484K |
| Waverly Advisors, LLC | 0.01% | Add +3.3% | 3,180 | $478K |
| Principal Securities, Inc. | 0.01% | Reduce -0.2% | 3,115 | $468K |
| Zimmermann Investment Management & Planning LLC | 0.15% | New | 3,080 | $463K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -12.0% | 2,715 | $408K |
| Susquehanna International Group, LLP | 0.00% | New | 2,507 | $377K |
| Davidson Trust Co. | 0.25% | New | 2,456 | $369K |
| Graypoint LLC | 0.03% | Reduce -32.6% | 2,434 | $366K |
| Kathmere Capital Management, LLC | 0.04% | No change | 2,427 | $365K |
| Clear Creek Financial Management, LLC | 0.04% | Reduce -10.2% | 2,363 | $355K |
| Avantax Advisory Services, Inc. | 0.00% | Add +15.6% | 2,183 | $328K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -7.3% | 2,061 | $315K |
| AdvisorNet Financial, Inc | 0.03% | Add +414.5% | 1,878 | $282K |
| GSG Advisors LLC | 0.10% | No change | 1,835 | $276K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 1,756 | $264K |
| Arkadios Wealth Advisors | 0.02% | New | 1,727 | $259K |
| Melfa Wealth Management, Inc. | 0.17% | Reduce -4.3% | 1,643 | $247K |
| TFB Advisors LLC | 0.08% | New | 1,535 | $231K |
| Harbour Investments, Inc. | 0.01% | Add +121.1% | 1,528 | $230K |
| Robertson Stephens Wealth Management, LLC | 0.01% | New | 1,462 | $220K |
| International Assets Investment Management, LLC | 0.02% | New | 1,349 | $203K |
| Morgan Stanley | 0.00% | Add +9.6% | 855 | $128K |
| Mather Group, Llc. | 0.00% | New | 493 | $75K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -20.2% | 454 | $68K |
| Glass Jacobson Investment Advisors llc | 0.02% | No change | 447 | $67K |
| Parkside Financial Bank & Trust | 0.01% | Add +23.4% | 227 | $34K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +9.1% | 203 | $30K |
| NewEdge Advisors, LLC | 0.00% | No change | 202 | $30K |
| Atlas Capital Advisors Inc. | 0.00% | Reduce -11.0% | 162 | $24K |
| 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 |
| Capital Analysts, LLC | 0.00% | New | 92 | $14K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 39 | $6K |
| Global Retirement Partners, LLC | 0.00% | Add +14.3% | 24 | $4K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 20 | $3K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 9 | $1K |
| Global Wealth Strategies & Associates | 0.00% | New | 4 | $601 |
| Wells Fargo & Company | 0.00% | No change | 1 | $141 |
"% of holder's portfolio" is VFMO's weight in each manager's 13F, not the share of Vanguard US Momentum Factor the manager owns.