Vanguard US Momentum FactorVFMOETF
13F holders, Q1 2025 (March 31)138holders +12
30new positions
16sold out
1famous investor
$151.09avg. 13F price*
At the end of Q1 2025, 138 institutions reported holding Vanguard US Momentum Factor (VFMO) in their 13F filings, up 12 from Q4 2024. 30 opened new positions and 16 sold out. The largest holders were Ritholtz Wealth Management ($72.8M), Great Valley Advisor Group, Inc. ($58.9M) and Cetera Investment Advisers ($44.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Vanguard US Momentum Factor
- CUSIP
- 921935508
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $21.6M |
| Exits | 16 | $9.0M |
All 13F filers, Q4 2024 → Q1 2025: 729,145 shares bought and 120,791 shares sold, net +608,354 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 138 holders
| Ritholtz Wealth Management | 2.18% | Add +8.7% | 479,873 | $72.8M |
| Great Valley Advisor Group, Inc. | 1.27% | Add +398.6% | 387,992 | $58.9M |
| Cetera Investment Advisers | 0.09% | Add +7.2% | 289,868 | $44.0M |
| Strategic Financial Services, Inc. | 2.39% | Add +1.7% | 269,499 | $40.9M |
| Systelligence, LLC | 5.29% | Add +51.4% | 145,318 | $22.0M |
| Davidson Investment Advisors | 0.95% | Reduce -0.6% | 127,332 | $19.3M |
| Cabot Wealth Management Inc. | 2.07% | Reduce -3.0% | 106,970 | $16.2M |
| Anderson Hoagland & Co. | 1.89% | Reduce -12.4% | 118,928 | $16.0M |
| LPL Financial LLC | 0.01% | Add +18.9% | 102,003 | $15.5M |
| Schulz Wealth, LTD. | 10.01% | Add +1.1% | 86,511 | $13.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.0% | 80,449 | $12.2M |
| Raymond James Financial Inc. | 0.00% | Add +10.0% | 74,212 | $11.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.28% | Add +13.3% | 70,970 | $10.8M |
| Financial Partners Group, Inc | 1.40% | New | 59,732 | $9.1M |
| Bank of America Corp. | 0.00% | Add +811.2% | 41,352 | $6.3M |
| Armbruster Capital Management, Inc. | 1.24% | Add +2.9% | 40,893 | $6.2M |
| NewEdge Advisors, LLC | 0.03% | Add +174.3% | 27,862 | $4.2M |
| Lincoln Capital Corp. | 1.65% | Reduce -3.1% | 26,038 | $4.0M |
| Susquehanna International Group, LLP | 0.01% | Add +524.9% | 24,895 | $3.8M |
| Hobart Private Capital, LLC | 0.84% | Add +6.8% | 22,162 | $3.4M |
| UMB Bank, n.a. | 0.05% | Reduce -16.3% | 21,926 | $3.3M |
| Betterment LLC | 0.01% | New | 20,999 | $3.2M |
| Redhawk Wealth Advisors, Inc. | 0.40% | Add +4.1% | 19,605 | $3.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -4.8% | 16,545 | $2.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +13.1% | 16,540 | $2.5M |
| Old Mission Capital LLC | 0.04% | Add +63.9% | 14,330 | $2.2M |
| UBS Group AG | 0.00% | Add +3.5% | 14,136 | $2.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -55.6% | 13,990 | $2.1M |
| Merit Financial Group, LLC | 0.03% | Add +22.8% | 13,969 | $2.1M |
| Stratos Wealth Advisors, LLC | 0.10% | Add +38.4% | 12,615 | $1.9M |
| Nova R Wealth, Inc. | 0.95% | Reduce -0.4% | 12,584 | $1.9M |
| Jane Street Group, LLC | 0.00% | Add +219.7% | 11,792 | $1.8M |
| Caitlin John, LLC | 1.65% | Reduce -19.4% | 11,119 | $1.7M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -2.2% | 10,905 | $1.7M |
| Clear Creek Financial Management, LLC | 0.17% | Reduce -27.9% | 10,885 | $1.7M |
| Clearstead Advisors, LLC | 0.02% | Add +4.2% | 10,140 | $1.5M |
| Certus Wealth Management, LLC | 1.03% | Add +12.5% | 9,425 | $1.5M |
| International Assets Investment Management, LLC | 0.13% | Add +92.6% | 9,834 | $1.5M |
| Mariner, LLC | 0.00% | Add +48.7% | 9,805 | $1.5M |
| Nova Wealth Management, Inc. | 1.22% | Add +10.2% | 9,321 | $1.4M |
| Fullcircle Wealth LLC | 0.54% | Reduce -0.2% | 8,590 | $1.3M |
| IAM Advisory, LLC | 0.33% | Add +0.4% | 8,348 | $1.3M |
| Comerica Bank | 0.01% | Reduce -13.0% | 7,843 | $1.2M |
| Thoroughbred Financial Services, LLC | 0.07% | Add +47.9% | 7,658 | $1.2M |
| Private Advisor Group, LLC | 0.01% | New | 7,551 | $1.1M |
| Smith, Moore & Co. | 0.10% | New | 7,376 | $1.1M |
| Aspect Partners, LLC | 0.63% | Reduce -13.8% | 7,260 | $1.1M |
| BLB&B Advisors, LLC | 0.06% | No change | 7,250 | $1.1M |
| Wedbush Securities Inc. | 0.04% | Add +53.2% | 7,036 | $1.1M |
| Compass Ion Advisors, LLC | 0.12% | New | 6,959 | $1.1M |
| Tidal Investments LLC | 0.01% | Add +1.1% | 6,779 | $1.0M |
| Mercer Global Advisors Inc. | 0.00% | Add +7.9% | 6,748 | $1.0M |
| Avantax Advisory Services, Inc. | 0.01% | Add +3.5% | 6,410 | $973K |
| SCS Capital Management LLC | 0.01% | New | 6,117 | $928K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +31.0% | 5,306 | $805K |
| PFG Advisors | 0.04% | Add +6.0% | 4,960 | $753K |
| Morgan Stanley | 0.00% | Reduce -4.4% | 4,783 | $726K |
| Harbour Investments, Inc. | 0.02% | Add +26.6% | 4,588 | $696K |
| TFB Advisors LLC | 0.19% | Add +44.7% | 4,412 | $669K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +841.5% | 4,133 | $627K |
| MML Investors Services, LLC | 0.00% | Reduce -8.0% | 3,876 | $588K |
| Royal Bank of Canada | 0.00% | Add +2.3% | 3,776 | $573K |
| Lazari Capital Management, Inc. | 0.23% | Reduce -13.7% | 3,706 | $562K |
| Principal Securities, Inc. | 0.01% | No change | 3,414 | $561K |
| Financial Freedom, LLC | 0.32% | Add +1841.6% | 3,689 | $560K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +56.8% | 3,373 | $512K |
| Belpointe Asset Management LLC | 0.03% | Add +0.5% | 3,347 | $508K |
| United Advisor Group, LLC | 0.10% | Reduce -0.8% | 3,303 | $501K |
| Citadel Advisors | 0.00% | New | 3,235 | $491K |
| Seed Wealth Management, Inc. | 0.40% | No change | 3,230 | $490K |
| Waverly Advisors, LLC | 0.01% | Add +0.0% | 3,183 | $483K |
| Wilkins Miller Wealth Management, LLC | 0.34% | Add +32.6% | 2,999 | $455K |
| Tectonic Advisors LLC | 0.03% | Add +2.5% | 2,970 | $451K |
| Kathmere Capital Management, LLC | 0.04% | Add +17.6% | 2,926 | $444K |
| Diversify Advisory Services, LLC | 0.03% | New | 2,804 | $429K |
| Prospera Financial Services Inc | 0.01% | New | 2,588 | $393K |
| Riverview Trust Co | 0.37% | No change | 2,456 | $373K |
| TrueMark Investments, LLC | 0.10% | New | 2,439 | $370K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 2,329 | $353K |
| Partners Wealth Management, LLC | 0.40% | No change | 2,307 | $350K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -47.8% | 2,277 | $345K |
| Flagship Wealth Advisors, LLC | 0.14% | New | 2,250 | $341K |
| Graypoint LLC | 0.02% | No change | 2,245 | $341K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 2,226 | $338K |
| Stonehearth Capital Management, LLC | 0.14% | New | 2,190 | $332K |
| Arkadios Wealth Advisors | 0.01% | Add +10.5% | 2,142 | $325K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.1% | 2,066 | $322K |
| Pacific Sun Financial Corp | 0.17% | Add +33.0% | 2,026 | $307K |
| AdvisorNet Financial, Inc | 0.02% | Add +6.0% | 2,017 | $306K |
| Strategic Blueprint, LLC | 0.02% | Add +26.5% | 1,982 | $301K |
| Advisory Services Network, LLC | 0.01% | New | 1,946 | $295K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -44.7% | 1,828 | $277K |
| GSG Advisors LLC | 0.09% | No change | 1,835 | $270K |
| OneDigital Investment Advisors LLC | 0.00% | New | 1,765 | $268K |
| Orcam Financial Group | 0.25% | Add +0.2% | 1,731 | $263K |
| Main Street Financial Solutions, LLC | 0.02% | No change | 1,714 | $260K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +25.0% | 1,697 | $257K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -21.4% | 1,684 | $255K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -21.4% | 1,684 | $255K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.2% | 1,677 | $254K |
"% of holder's portfolio" is VFMO's weight in each manager's 13F, not the share of Vanguard US Momentum Factor the manager owns.