Vanguard US Momentum FactorVFMOETF
13F holders, Q4 2024 (December 31)126holders +24
21new positions
3sold out
$164.91avg. 13F price*
At the end of Q4 2024, 126 institutions reported holding Vanguard US Momentum Factor (VFMO) in their 13F filings, up 24 from Q3 2024. 21 opened new positions and 3 sold out. The largest holders were Ritholtz Wealth Management ($72.5M), Cetera Investment Advisers ($44.4M) and Strategic Financial Services, Inc. ($43.5M).
- Company
- Vanguard US Momentum Factor
- CUSIP
- 921935508
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $13.3M |
| Exits | 3 | $318K |
All 13F filers, Q3 2024 → Q4 2024: 495,715 shares bought and 45,319 shares sold, net +450,396 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 126 holders
| Ritholtz Wealth Management | 2.13% | Add +2.2% | 441,345 | $72.5M |
| Cetera Investment Advisers | 0.09% | Add +4627.1% | 270,390 | $44.4M |
| Strategic Financial Services, Inc. | 2.60% | Reduce -4.0% | 264,902 | $43.5M |
| Anderson Hoagland & Co. | 2.38% | Reduce -1.2% | 135,719 | $23.1M |
| Davidson Investment Advisors | 1.02% | Reduce -0.7% | 128,047 | $21.0M |
| Cabot Wealth Management Inc. | 2.30% | Reduce -3.2% | 110,231 | $18.1M |
| Systelligence, LLC | 3.89% | Add +28.8% | 95,969 | $15.8M |
| LPL Financial LLC | 0.01% | Add +40.7% | 85,783 | $14.1M |
| Schulz Wealth, LTD. | 10.80% | Add +1.4% | 85,598 | $14.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.2% | 81,235 | $13.4M |
| Great Valley Advisor Group, Inc. | 0.29% | Add +40.4% | 77,817 | $12.8M |
| Raymond James Financial Inc. | 0.00% | — | 67,444 | $11.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.28% | Reduce -0.9% | 62,657 | $10.3M |
| Armbruster Capital Management, Inc. | 1.33% | Add +0.4% | 39,740 | $6.5M |
| Osaic Holdings, Inc. | 0.01% | Add +152.1% | 31,526 | $5.2M |
| Journey Advisory Group, LLC | 0.62% | No change | 34,257 | $5.1M |
| Lincoln Capital Corp. | 1.82% | Add +0.6% | 26,866 | $4.4M |
| UMB Bank, n.a. | 0.07% | Reduce -0.1% | 26,199 | $4.3M |
| Hobart Private Capital, LLC | 0.85% | New | 20,761 | $3.4M |
| Redhawk Wealth Advisors, Inc. | 0.42% | Add +4.1% | 18,840 | $3.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +0.1% | 17,375 | $2.9M |
| Clear Creek Financial Management, LLC | 0.27% | Add +536.9% | 15,100 | $2.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +16.5% | 14,629 | $2.4M |
| Caitlin John, LLC | 1.54% | Reduce -5.8% | 13,790 | $2.3M |
| UBS Group AG | 0.00% | Add +12.6% | 13,653 | $2.2M |
| Nova R Wealth, Inc. | 1.05% | Reduce -3.0% | 12,640 | $2.1M |
| Merit Financial Group, LLC | 0.03% | New | 11,378 | $1.9M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -0.0% | 11,155 | $1.8M |
| Fig Financial Advisory Services Inc. | 1.17% | — | 10,462 | $1.7M |
| NewEdge Advisors, LLC | 0.01% | Add +322.7% | 10,157 | $1.7M |
| Clearstead Advisors, LLC | 0.02% | Reduce -37.6% | 9,730 | $1.6M |
| Fullcircle Wealth LLC | 0.62% | Add +102.0% | 8,609 | $1.5M |
| Stratos Wealth Advisors, LLC | 0.07% | Reduce -1.4% | 9,117 | $1.5M |
| Comerica Bank | 0.01% | New | 9,012 | $1.5M |
| Certus Wealth Management, LLC | 0.99% | New | 8,375 | $1.5M |
| Old Mission Capital LLC | 0.03% | New | 8,746 | $1.4M |
| Nova Wealth Management, Inc. | 1.20% | — | 8,461 | $1.4M |
| Aspect Partners, LLC | 0.80% | Reduce -1.2% | 8,421 | $1.4M |
| IAM Advisory, LLC | 0.35% | Reduce -0.1% | 8,313 | $1.4M |
| BLB&B Advisors, LLC | 0.06% | No change | 7,250 | $1.2M |
| Tidal Investments LLC | 0.01% | Add +71.4% | 6,706 | $1.1M |
| Mariner, LLC | 0.00% | Add +24.3% | 6,594 | $1.1M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -24.9% | 6,253 | $1.0M |
| Avantax Advisory Services, Inc. | 0.01% | Add +7.3% | 6,191 | $1.0M |
| Edge Capital Group, LLC | 0.05% | Reduce -84.5% | 1,000 | $1.0M |
| Thoroughbred Financial Services, LLC | 0.05% | Add +25.5% | 5,177 | $851K |
| International Assets Investment Management, LLC | 0.07% | Add +98.4% | 5,106 | $843K |
| Morgan Stanley | 0.00% | Add +541.1% | 5,001 | $822K |
| PFG Advisors | 0.05% | Add +8.3% | 4,680 | $769K |
| Wedbush Securities Inc. | 0.03% | Add +81.1% | 4,592 | $755K |
| Bank of America Corp. | 0.00% | New | 4,538 | $746K |
| Geneos Wealth Management Inc. | 0.03% | Reduce -35.3% | 4,362 | $717K |
| Lazari Capital Management, Inc. | 0.28% | Reduce -35.5% | 4,296 | $706K |
| MML Investors Services, LLC | 0.00% | Add +16.0% | 4,215 | $693K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +19.2% | 4,049 | $666K |
| Susquehanna International Group, LLP | 0.00% | Add +120.5% | 3,984 | $655K |
| Royal Bank of Canada | 0.00% | Reduce -9.8% | 3,690 | $607K |
| Jane Street Group, LLC | 0.00% | New | 3,689 | $606K |
| Harbour Investments, Inc. | 0.02% | Add +32.6% | 3,624 | $596K |
| Principal Securities, Inc. | 0.01% | Add +4.8% | 3,414 | $561K |
| United Advisor Group, LLC | 0.11% | Reduce -20.9% | 3,331 | $548K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +31.8% | 3,306 | $543K |
| Seed Wealth Management, Inc. | 0.43% | No change | 3,230 | $531K |
| Belpointe Asset Management LLC | 0.03% | Reduce -2.9% | 3,329 | $527K |
| Waverly Advisors, LLC | 0.01% | Add +0.0% | 3,182 | $523K |
| TFB Advisors LLC | 0.14% | Add +33.0% | 3,049 | $501K |
| Tectonic Advisors LLC | 0.03% | Reduce -11.0% | 2,899 | $476K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +23.4% | 2,806 | $461K |
| Kathmere Capital Management, LLC | 0.04% | Add +1.8% | 2,487 | $409K |
| Riverview Trust Co | 0.37% | No change | 2,456 | $404K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.42% | Reduce -5.3% | 2,423 | $398K |
| Cerity Partners LLC | 0.00% | New | 2,366 | $389K |
| Partners Wealth Management, LLC | 0.43% | — | 2,307 | $379K |
| Townsquare Capital LLC | 0.00% | New | 2,294 | $377K |
| Wilkins Miller Wealth Management, LLC | 0.39% | — | 2,261 | $372K |
| Graypoint LLC | 0.02% | Reduce -2.6% | 2,245 | $369K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +6.7% | 2,151 | $354K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 2,142 | $352K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 2,142 | $352K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.1% | 2,064 | $343K |
| Arkadios Wealth Advisors | 0.02% | Add +10.5% | 1,938 | $319K |
| AdvisorNet Financial, Inc | 0.03% | Add +0.5% | 1,902 | $313K |
| One Wealth Capital Management, LLC | 0.16% | — | 1,863 | $306K |
| Sigma Planning Corp | 0.01% | New | 1,860 | $306K |
| GSG Advisors LLC | 0.10% | No change | 1,835 | $302K |
| Orcam Financial Group | 0.27% | Add +0.2% | 1,727 | $284K |
| Main Street Financial Solutions, LLC | 0.03% | No change | 1,714 | $282K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +26.1% | 1,674 | $275K |
| Creative Planning | 0.00% | Reduce -64.8% | 1,671 | $275K |
| Perigon Wealth Management, LLC | 0.01% | Add +10.3% | 1,599 | $270K |
| Strategic Blueprint, LLC | 0.02% | Add +24.3% | 1,567 | $258K |
| Pacific Sun Financial Corp | 0.14% | Add +15.7% | 1,523 | $250K |
| Melfa Wealth Management, Inc. | 0.17% | Add +0.7% | 1,519 | $250K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Add +0.1% | 1,464 | $241K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 1,358 | $223K |
| Independent Financial Group, LLC | 0.01% | No change | 1,325 | $218K |
| Avant Capital LLC | 0.18% | — | 1,315 | $216K |
| IFP Advisors, Inc | 0.00% | Reduce -11.5% | 785 | $129K |
| EP Wealth Advisors, LLC | 0.00% | New | 634 | $104K |
| Glass Jacobson Investment Advisors llc | 0.03% | Add +6.7% | 477 | $78K |
"% of holder's portfolio" is VFMO's weight in each manager's 13F, not the share of Vanguard US Momentum Factor the manager owns.