Vanguard US Momentum FactorVFMOETF

13F holders, Q3 2025 (September 30)
140holders +1
18new positions
13sold out
1famous investor
$191.51avg. 13F price*

At the end of Q3 2025, 140 institutions reported holding Vanguard US Momentum Factor (VFMO) in their 13F filings, up 1 from Q2 2025. 18 opened new positions and 13 sold out. The largest holders were Ritholtz Wealth Management ($120.4M), Great Valley Advisor Group, Inc. ($65.8M) and Wells Fargo & Company ($57.6M). 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions18$7.2M
Exits13$14.0M

All 13F filers, Q2 2025 → Q3 2025: 461,815 shares bought and 443,304 shares sold, net +18,511 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 140 holders

Ritholtz Wealth Management 2.34% Add +5.1% 628,387 $120.4M
Great Valley Advisor Group, Inc. 1.32% Reduce -1.5% 343,484 $65.8M
Wells Fargo & Company 0.01% Add +39880.6% 300,654 $57.6M
Strategic Financial Services, Inc. 2.69% Add +0.3% 280,279 $53.7M
Davidson Investment Advisors 1.14% Add +5.7% 139,778 $26.8M
Anderson Hoagland & Co. 2.05% Add +0.6% 119,040 $22.8M
Systelligence, LLC 4.31% Reduce -33.6% 118,604 $22.7M
Cabot Wealth Management Inc. 2.30% Add +0.3% 108,229 $20.7M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.40% Reduce -3.4% 103,917 $19.9M
LPL Financial LLC 0.01% Add +4.0% 103,820 $19.9M
Envestnet Asset Management Inc. 0.00% Reduce -3.5% 88,850 $17.0M
Cetera Investment Advisers 0.02% Reduce -73.3% 83,136 $15.9M
Raymond James Financial Inc. 0.00% Reduce -12.1% 69,162 $13.3M
Armbruster Capital Management, Inc. 1.56% Reduce -1.4% 47,750 $9.1M
Financial Partners Group, Inc 0.96% Reduce -17.9% 40,355 $7.7M
NewEdge Advisors, LLC 0.03% Add +10.8% 32,314 $6.2M
Private Advisor Group, LLC 0.03% Add +15.4% 30,402 $5.8M
Tidal Investments LLC 0.02% Add +549.0% 29,252 $5.6M
Bank of America Corp. 0.00% Reduce -43.6% 27,235 $5.2M
Lincoln Capital Corp. 1.81% Reduce -0.2% 26,231 $5.0M
Stratos Wealth Advisors, LLC 0.23% Add +3.5% 24,743 $4.7M
UBS Group AG 0.00% Add +2.3% 21,810 $4.2M
UMB Bank, n.a. 0.06% Add +0.1% 21,607 $4.1M
Hobart Private Capital, LLC 0.85% Reduce -1.2% 21,083 $4.0M
Betterment LLC 0.01% Add +1.6% 20,668 $4.0M
Redhawk Wealth Advisors, Inc. 0.46% Add +2.0% 20,620 $4.0M
Merit Financial Group, LLC 0.03% Add +7.3% 19,200 $3.7M
Osaic Holdings, Inc. 0.01% Add +42.7% 19,236 $3.6M
&partners 0.02% Add +52.2% 18,392 $3.5M
Commonwealth Equity Services, LLC 0.00% Add +9.5% 17,033 $3.3M
Cambridge Investment Research Advisors, Inc. 0.01% Add +0.1% 15,571 $3.0M
Payne Capital LLC 2.73% — 14,070 $2.7M
Financial Freedom, LLC 1.32% Add +80.0% 13,780 $2.6M
Kestra Advisory Services, LLC 0.01% Add +10.0% 13,691 $2.6M
Nova R Wealth, Inc. 1.00% Reduce -2.5% 12,297 $2.4M
Wilkins Miller Wealth Management, LLC 1.35% Add +57.4% 11,498 $2.2M
Sagespring Wealth Partners, LLC 0.04% New 11,113 $2.1M
Wedbush Securities Inc. 0.06% Add +29.3% 9,560 $1.8M
Caitlin John, LLC 1.25% Reduce -3.0% 9,371 $1.8M
Certus Wealth Management, LLC 1.04% Reduce -4.2% 9,080 $1.7M
International Assets Investment Management, LLC 0.14% No change 9,923 $1.7M
Nova Wealth Management, Inc. 1.15% Reduce -12.6% 8,558 $1.6M
Focus Partners Advisor Solutions, LLC 0.02% Add +55.7% 8,362 $1.6M
IAM Advisory, LLC 0.36% Add +0.8% 8,375 $1.6M
Clearstead Advisors, LLC 0.02% Reduce -16.2% 8,294 $1.6M
Aspect Partners, LLC 0.71% Add +2.9% 8,219 $1.6M
Comerica Bank 0.01% Reduce -2.6% 8,158 $1.6M
Ieq Capital, LLC 0.00% Add +206.4% 7,461 $1.4M
BLB&B Advisors, LLC 0.06% No change 7,250 $1.4M
Old Mission Capital LLC 0.05% Reduce -17.9% 6,729 $1.3M
Compass Ion Advisors, LLC 0.11% Add +57.8% 6,120 $1.2M
Thoroughbred Financial Services, LLC 0.07% Reduce -8.7% 6,033 $1.2M
TFB Advisors LLC 0.32% Add +14.1% 5,611 $1.1M
PFG Advisors 0.04% New 5,727 $1.1M
SCS Capital Management LLC 0.01% Add +0.0% 5,185 $993K
Mercer Global Advisors Inc. 0.00% Reduce -17.3% 5,038 $965K
Wealthcare Advisory Partners LLC 0.02% Add +22.1% 4,935 $946K
Global Retirement Partners, LLC 0.02% Reduce -3.1% 4,894 $938K
Royal Bank of Canada 0.00% Add +2.7% 4,345 $833K
Harbour Investments, Inc. 0.02% Reduce -1.0% 4,233 $811K
Valued Retirements, Inc. 0.89% No change 4,588 $792K
O'shaughnessy Asset Management, LLC 0.00% Add +2.7% 3,990 $764K
Apollon Wealth Management, LLC 0.01% Add +2.5% 3,967 $760K
Citadel Advisors 0.00% New 3,930 $753K
Smith, Moore & Co. 0.06% Reduce -21.0% 3,926 $752K
Soltis Investment Advisors LLC 0.05% New 3,842 $736K
Diversify Advisory Services, LLC 0.02% Add +15.5% 3,650 $714K
OneDigital Investment Advisors LLC 0.01% Reduce -11.1% 3,678 $705K
Principal Securities, Inc. 0.01% Add +1.6% 3,657 $701K
Kathmere Capital Management, LLC 0.05% Add +13.0% 3,650 $699K
Lazari Capital Management, Inc. 0.22% Reduce -3.8% 3,453 $662K
MML Investors Services, LLC 0.00% Reduce -12.5% 3,441 $659K
United Advisor Group, LLC 0.09% No change 3,303 $633K
Morgan Stanley 0.00% Add +3.7% 3,153 $604K
Northwestern Mutual Wealth Management Co. 0.00% Add +11.4% 3,093 $593K
Advisory Services Network, LLC 0.01% Add +44.1% 3,040 $583K
Partners Wealth Management, LLC 0.46% Add +5.0% 2,423 $464K
Waverly Advisors, LLC 0.00% No change 2,412 $462K
Park Avenue Securities LLC 0.00% Add +68.7% 2,385 $457K
Tectonic Advisors LLC 0.02% Reduce -8.6% 2,372 $454K
AdvisorNet Financial, Inc 0.03% Add +17.3% 2,357 $452K
Seed Wealth Management, Inc. 0.31% Reduce -27.9% 2,330 $446K
Flagship Wealth Advisors, LLC 0.14% No change 2,250 $431K
Orion Porfolio Solutions, LLC 0.00% Add +2.0% 2,223 $426K
Davidson Trust Co. 0.18% New 2,218 $425K
Concurrent Investment Advisors, LLC 0.01% Add +13.8% 2,145 $411K
Arkadios Wealth Advisors 0.01% No change 2,142 $410K
Chicago Partners Investment Group LLC 0.01% Add +0.1% 2,071 $408K
Riverview Trust Co 0.50% Reduce -13.4% 2,128 $408K
Mariner, LLC 0.00% Reduce -81.9% 2,120 $406K
Pacific Sun Financial Corp 0.19% Reduce -0.5% 2,021 $387K
Janney Montgomery Scott LLC 0.00% Add +4.0% 2,005 $384K
Clark Wealth Partners 0.23% New 2,007 $384K
Signal Advisors Wealth, LLC 0.03% New 1,889 $362K
GSG Advisors LLC 0.09% No change 1,814 $348K
Virtus Family Office LLC 0.32% New 1,807 $346K
Orcam Financial Group 0.27% Add +0.2% 1,740 $333K
Creative Planning 0.00% Add +0.1% 1,673 $320K
Foster Group, Inc. 0.01% Add +1.8% 1,648 $316K
Silver Oak Securities, Incorporated 0.02% Add +7.7% 1,618 $310K
Robertson Stephens Wealth Management, LLC 0.01% Add +10.2% 1,616 $310K
Stonehearth Capital Management, LLC 0.12% Reduce -1.7% 1,558 $299K
Signature Estate & Investment Advisors LLC 0.01% Add +0.2% 1,526 $292K
Apeiron RIA LLC 0.06% No change 1,368 $267K
Wealth Enhancement Advisory Services, LLC 0.00% Add +15.2% 1,332 $259K
Avant Capital LLC 0.17% No change 1,277 $245K
Quantinno Capital Management LP 0.00% No change 1,220 $234K
Cadence Bank 0.01% No change 1,200 $230K
Melfa Wealth Management, Inc. 0.13% New 1,185 $227K
Clear Creek Financial Management, LLC 0.02% Add +0.6% 1,181 $226K
Kestra Private Wealth Services, LLC 0.00% New 1,106 $212K
Parallel Advisors, LLC 0.00% No change 1,100 $211K
Stifel Financial Corp. 0.00% New 1,095 $210K
J.W. Cole Advisors, Inc. 0.00% Reduce -32.1% 1,046 $200K
JPMorgan Chase & Co. 0.00% New 935 $179K
Harbor Asset Planning, Inc. 0.12% Add +17.7% 717 $137K
Federation des caisses Desjardins du Quebec 0.00% New 535 $103K
Capital Analysts, LLC 0.00% Add +444.6% 501 $96K
Strategic Wealth Partners, Ltd. 0.01% No change 352 $67K
Ameritas Advisory Services, LLC 0.00% Reduce -69.8% 335 $64K
Geneos Wealth Management Inc. 0.00% Add +16.8% 243 $47K
Parkside Financial Bank & Trust 0.00% No change 215 $41K
Versant Capital Management, Inc 0.00% New 141 $27K
Barrett & Company, Inc. 0.01% No change 125 $24K
Glass Jacobson Investment Advisors llc 0.01% Reduce -29.5% 105 $20K
Avion Wealth 0.00% No change 107 $20K
Tidemark, LLC 0.01% New 104 $20K
Nalls Sherbakoff Group, LLC 0.01% No change 100 $19K
City State Bank 0.01% No change 100 $19K
Farther Finance Advisors, LLC 0.00% New 100 $19K
Medallion Wealth Advisors, LLC 0.01% No change 86 $16K
Salem Investment Counselors Inc. 0.00% Reduce -2.9% 68 $13K
Cloud Capital Management, LLC 0.01% New 65 $12K
Spire Wealth Management 0.00% No change 41 $8K
Central Pacific Bank - Trust Division 0.00% No change 39 $7K
Sunbelt Securities, Inc. 0.00% No change 32 $6K
IFP Advisors, Inc 0.00% Reduce -55.6% 20 $4K
Russell Investments Group, Ltd. 0.00% Add +280.0% 19 $4K
Quent Capital, LLC 0.00% New 15 $3K
GHP Investment Advisors, Inc. 0.00% No change 9 $2K

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