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

050100150200 Q1 2024: 81Q1 2024Q2 2024: 90Q2 2024Q3 2024: 102Q3 2024Q4 2024: 126Q4 2024Q1 2025: 138Q1 2025Q2 2025: 139Q2 2025Q3 2025: 140Q3 2025Q4 2025: 163Q4 2025Q1 2026: 172Q1 2026Q2 2026: 197Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions30$21.6M
Exits16$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
Creative Planning 0.00% Add +0.1% 1,672 $254K
HighTower Advisors, LLC 0.00% New 1,552 $235K
Melfa Wealth Management, Inc. 0.16% Add +0.1% 1,520 $231K
Valued Retirements, Inc. 0.30% New 1,515 $230K
Robertson Stephens Wealth Management, LLC 0.01% No change 1,464 $222K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -48.7% 1,439 $218K
Sigma Planning Corp 0.01% Reduce -23.8% 1,418 $215K
Concurrent Investment Advisors, LLC 0.01% New 1,403 $213K
Janney Montgomery Scott LLC 0.00% New 1,383 $210K
Two Sigma Securities, LLC 0.03% New 1,374 $208K
Independent Financial Group, LLC 0.01% No change 1,325 $201K
Silver Oak Securities, Incorporated 0.02% New 1,142 $173K
Parallel Advisors, LLC 0.00% New 1,100 $167K
Glass Jacobson Investment Advisors llc 0.03% No change 477 $78K
First Horizon Advisors, Inc. 0.00% No change 454 $69K
Noble Wealth Management PBC 0.04% No change 375 $57K
JFS Wealth Advisors, LLC 0.00% New 290 $44K
Parkside Financial Bank & Trust 0.00% Reduce -33.2% 215 $33K
Transce3nd, LLC 0.01% Add +2.0% 203 $31K
Steward Partners Investment Advisory, LLC 0.00% No change 203 $31K
PNC Financial Services Group, Inc. 0.00% New 150 $23K
Capital Analysts, LLC 0.00% No change 144 $22K
Barrett & Company, Inc. 0.01% No change 125 $19K
Atlas Capital Advisors Inc. 0.00% No change 116 $18K
Avion Wealth 0.00% No change 107 $17K
Nalls Sherbakoff Group, LLC 0.01% — 100 $15K
City State Bank 0.01% No change 100 $15K
Medallion Wealth Advisors, LLC 0.01% New 86 $13K
Simplex Trading, LLC 0.00% New 73 $11K
Salem Investment Counselors Inc. 0.00% New 70 $11K
IFP Advisors, Inc 0.00% Reduce -93.9% 48 $7K
Spire Wealth Management 0.00% No change 40 $6K
Central Pacific Bank - Trust Division 0.00% No change 39 $6K
Sunbelt Securities, Inc. 0.00% No change 32 $5K
Physician Wealth Advisors, Inc. 0.00% No change 28 $4K
Russell Investments Group, Ltd. 0.00% New 10 $2K
GHP Investment Advisors, Inc. 0.00% No change 9 $1K
Brown Brothers Harriman & Co. 0.00% New 2 $303

"% of holder's portfolio" is VFMO's weight in each manager's 13F, not the share of Vanguard US Momentum Factor the manager owns.