Vanguard US Momentum FactorVFMOETF
13F holders, Q3 2024 (September 30)102holders +12
16new positions
5sold out
$160.88avg. 13F price*
At the end of Q3 2024, 102 institutions reported holding Vanguard US Momentum Factor (VFMO) in their 13F filings, up 12 from Q2 2024. 16 opened new positions and 5 sold out. The largest holders were Ritholtz Wealth Management ($69.5M), Strategic Financial Services, Inc. ($44.4M) and Anderson Hoagland & Co. ($22.1M).
- Company
- Vanguard US Momentum Factor
- CUSIP
- 921935508
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $2.8M |
| Exits | 5 | $13.1M |
All 13F filers, Q2 2024 → Q3 2024: 125,797 shares bought and 242,686 shares sold, net −116,889 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 102 holders
| Ritholtz Wealth Management | 2.10% | Add +2.8% | 431,899 | $69.5M |
| Strategic Financial Services, Inc. | 2.63% | Reduce -1.6% | 275,788 | $44.4M |
| Anderson Hoagland & Co. | 2.26% | Reduce -1.1% | 137,334 | $22.1M |
| Davidson Investment Advisors | 1.00% | Reduce -37.9% | 128,891 | $20.7M |
| Cabot Wealth Management Inc. | 2.29% | Reduce -1.8% | 113,879 | $18.3M |
| Schulz Wealth, LTD. | 10.51% | Add +3.6% | 84,433 | $13.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -7.4% | 82,210 | $13.2M |
| Systelligence, LLC | 2.98% | Reduce -16.1% | 74,528 | $12.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.29% | Add +3.7% | 63,247 | $10.2M |
| LPL Financial LLC | 0.00% | Reduce -6.3% | 60,979 | $9.8M |
| Great Valley Advisor Group, Inc. | 0.22% | Add +86.2% | 55,408 | $8.9M |
| Armbruster Capital Management, Inc. | 1.27% | Add +7.1% | 39,565 | $6.4M |
| Journey Advisory Group, LLC | 0.62% | Reduce -2.6% | 34,257 | $5.1M |
| Lincoln Capital Corp. | 1.76% | Reduce -15.4% | 26,715 | $4.3M |
| UMB Bank, n.a. | 0.07% | Reduce -2.1% | 26,223 | $4.2M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -0.5% | 19,817 | $3.2M |
| Redhawk Wealth Advisors, Inc. | 0.42% | Add +253.2% | 18,099 | $2.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +153.0% | 17,360 | $2.8M |
| Caitlin John, LLC | 1.64% | Add +2.8% | 14,642 | $2.5M |
| Clearstead Advisors, LLC | 0.04% | Add +44.9% | 15,604 | $2.5M |
| Nova R Wealth, Inc. | 1.03% | Reduce -4.7% | 13,033 | $2.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +85.4% | 12,558 | $2.0M |
| Zimmermann Investment Management & Planning LLC | 0.62% | Add +306.7% | 12,527 | $2.0M |
| Osaic Holdings, Inc. | 0.00% | Add +10.9% | 12,505 | $2.0M |
| UBS Group AG | 0.00% | Reduce -47.8% | 12,127 | $2.0M |
| Kestra Advisory Services, LLC | 0.01% | No change | 11,158 | $1.8M |
| Stratos Wealth Advisors, LLC | 0.07% | Add +62.4% | 9,251 | $1.5M |
| Aspect Partners, LLC | 0.77% | Reduce -0.4% | 8,522 | $1.4M |
| IAM Advisory, LLC | 0.34% | Add +2.1% | 8,318 | $1.3M |
| Mercer Global Advisors Inc. | 0.00% | Add +26.7% | 8,332 | $1.3M |
| BLB&B Advisors, LLC | 0.06% | No change | 7,250 | $1.2M |
| Geneos Wealth Management Inc. | 0.04% | Reduce -1.5% | 6,737 | $1.1M |
| Lazari Capital Management, Inc. | 0.46% | Reduce -4.7% | 6,661 | $1.1M |
| Edge Capital Group, LLC | 0.05% | Reduce -4.4% | 6,468 | $1.0M |
| Avantax Advisory Services, Inc. | 0.01% | Add +164.3% | 5,769 | $928K |
| Cetera Investment Advisers | 0.00% | Add +14.8% | 5,720 | $921K |
| Mariner, LLC | 0.00% | Add +24.9% | 5,303 | $854K |
| Creative Planning | 0.00% | Reduce -1.5% | 4,742 | $763K |
| Fullcircle Wealth LLC | 0.31% | Reduce -39.6% | 4,262 | $700K |
| PFG Advisors | 0.04% | Reduce -2.1% | 4,321 | $695K |
| United Advisor Group, LLC | 0.15% | Add +30.8% | 4,212 | $678K |
| Thoroughbred Financial Services, LLC | 0.04% | Add +0.4% | 4,126 | $664K |
| Royal Bank of Canada | 0.00% | Reduce -20.6% | 4,090 | $658K |
| Tidal Investments LLC | 0.01% | Reduce -40.3% | 3,912 | $630K |
| Raymond James & Associates | 0.00% | Reduce -3.3% | 3,745 | $603K |
| MML Investors Services, LLC | 0.00% | Reduce -60.5% | 3,634 | $585K |
| Belpointe Asset Management LLC | 0.03% | Add +3.1% | 3,427 | $552K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -0.1% | 3,397 | $547K |
| Tectonic Advisors LLC | 0.03% | Reduce -14.5% | 3,258 | $524K |
| Principal Securities, Inc. | 0.01% | Add +4.6% | 3,257 | $524K |
| Seed Wealth Management, Inc. | 0.42% | No change | 3,230 | $520K |
| Waverly Advisors, LLC | 0.01% | Add +0.0% | 3,181 | $512K |
| Harbour Investments, Inc. | 0.01% | Add +78.8% | 2,732 | $440K |
| International Assets Investment Management, LLC | 0.03% | Add +90.8% | 2,574 | $414K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.30% | — | 2,559 | $412K |
| Wedbush Securities Inc. | 0.02% | New | 2,536 | $408K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -32.5% | 2,508 | $404K |
| Riverview Trust Co | 0.35% | New | 2,456 | $395K |
| Kathmere Capital Management, LLC | 0.04% | Add +0.7% | 2,443 | $393K |
| NewEdge Advisors, LLC | 0.00% | Add +1089.6% | 2,403 | $387K |
| Clear Creek Financial Management, LLC | 0.04% | Add +0.3% | 2,371 | $382K |
| Graypoint LLC | 0.02% | Reduce -5.3% | 2,305 | $371K |
| TFB Advisors LLC | 0.11% | Add +49.3% | 2,292 | $369K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -16.2% | 2,274 | $366K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.1% | 2,062 | $337K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +14.8% | 2,016 | $333K |
| AdvisorNet Financial, Inc | 0.02% | Add +0.8% | 1,892 | $304K |
| GSG Advisors LLC | 0.10% | No change | 1,835 | $293K |
| Susquehanna International Group, LLP | 0.00% | Reduce -27.9% | 1,807 | $291K |
| Arkadios Wealth Advisors | 0.02% | Add +1.6% | 1,754 | $282K |
| Orcam Financial Group | 0.27% | New | 1,723 | $277K |
| Main Street Financial Solutions, LLC | 0.03% | New | 1,714 | $276K |
| Melfa Wealth Management, Inc. | 0.16% | Reduce -8.2% | 1,509 | $243K |
| Two Sigma Securities, LLC | 0.02% | New | 1,469 | $236K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Add +0.1% | 1,463 | $236K |
| Perigon Wealth Management, LLC | 0.01% | New | 1,450 | $233K |
| Signature Estate & Investment Advisors LLC | 0.00% | New | 1,328 | $214K |
| Independent Financial Group, LLC | 0.01% | New | 1,325 | $213K |
| Pacific Sun Financial Corp | 0.12% | New | 1,316 | $212K |
| Strategic Blueprint, LLC | 0.01% | New | 1,261 | $203K |
| IFP Advisors, Inc | 0.01% | Reduce -91.1% | 887 | $143K |
| Morgan Stanley | 0.00% | Reduce -8.8% | 780 | $126K |
| First Horizon Advisors, Inc. | 0.00% | No change | 454 | $73K |
| Glass Jacobson Investment Advisors llc | 0.02% | No change | 447 | $72K |
| TFC Financial Management, Inc. | 0.01% | New | 408 | $66K |
| Parkside Financial Bank & Trust | 0.01% | No change | 227 | $37K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 203 | $33K |
| Castleview Partners, LLC | 0.01% | No change | 133 | $21K |
| Barrett & Company, Inc. | 0.01% | No change | 125 | $20K |
| Coastline Trust Co | 0.00% | New | 125 | $20K |
| Atlas Capital Advisors Inc. | 0.00% | Reduce -28.4% | 116 | $19K |
| Avion Wealth | 0.00% | New | 107 | $17K |
| City State Bank | 0.01% | No change | 100 | $16K |
| PNC Financial Services Group, Inc. | 0.00% | New | 100 | $16K |
| Capital Analysts, LLC | 0.00% | No change | 92 | $15K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 39 | $6K |
| Spire Wealth Management | 0.00% | New | 36 | $6K |
| Sunbelt Securities, Inc. | 0.00% | New | 32 | $5K |
| Global Retirement Partners, LLC | 0.00% | Add +29.2% | 31 | $5K |
| Global Wealth Strategies & Associates | 0.00% | Add +125.0% | 9 | $1K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 9 | $1K |
| Wells Fargo & Company | 0.00% | No change | 1 | $179 |
"% of holder's portfolio" is VFMO's weight in each manager's 13F, not the share of Vanguard US Momentum Factor the manager owns.