Vanguard US Momentum FactorVFMOETF
13F holders, Q4 2025 (December 31)163holders +23
22new positions
5sold out
$192.81avg. 13F price*
At the end of Q4 2025, 163 institutions reported holding Vanguard US Momentum Factor (VFMO) in their 13F filings, up 23 from Q3 2025. 22 opened new positions and 5 sold out. The largest holders were Ritholtz Wealth Management ($124.5M), Strategic Financial Services, Inc. ($58.5M) and Great Valley Advisor Group, Inc. ($30.4M).
- Company
- Vanguard US Momentum Factor
- CUSIP
- 921935508
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $13.6M |
| Exits | 5 | $1.0M |
All 13F filers, Q3 2025 → Q4 2025: 312,974 shares bought and 565,772 shares sold, net −252,798 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 163 holders
| Ritholtz Wealth Management | 2.27% | Add +3.6% | 651,008 | $124.5M |
| Strategic Financial Services, Inc. | 2.70% | Add +1.4% | 284,153 | $58.5M |
| Great Valley Advisor Group, Inc. | 0.58% | Reduce -53.7% | 159,160 | $30.4M |
| Davidson Investment Advisors | 1.17% | Add +4.9% | 146,589 | $28.0M |
| LPL Financial LLC | 0.01% | Add +35.0% | 140,128 | $26.8M |
| Cabot Wealth Management Inc. | 2.42% | Add +5.6% | 114,327 | $21.9M |
| Anderson Hoagland & Co. | 1.87% | Reduce -4.5% | 113,683 | $21.7M |
| Raymond James Financial Inc. | 0.01% | Add +63.8% | 113,298 | $21.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.36% | Add +2.1% | 106,121 | $20.3M |
| Systelligence, LLC | 3.83% | Reduce -11.2% | 105,314 | $20.1M |
| Cetera Investment Advisers | 0.02% | Add +2.6% | 85,311 | $16.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -5.3% | 84,162 | $16.1M |
| Financial Partners Group, Inc | 1.16% | Add +22.7% | 49,507 | $10.0M |
| Armbruster Capital Management, Inc. | 1.44% | Reduce -5.8% | 44,991 | $8.6M |
| UBS Group AG | 0.00% | Add +97.5% | 43,066 | $8.2M |
| NewEdge Advisors, LLC | 0.02% | Add +3.1% | 33,307 | $6.4M |
| Private Advisor Group, LLC | 0.03% | Add +6.5% | 32,393 | $6.2M |
| Hobart Private Capital, LLC | 1.17% | Add +49.2% | 31,458 | $6.0M |
| Thrivent Financial for Lutherans | 0.01% | New | 29,592 | $5.7M |
| Merit Financial Group, LLC | 0.04% | Add +40.0% | 26,873 | $5.1M |
| Bank of America Corp. | 0.00% | Reduce -1.6% | 26,806 | $5.1M |
| &partners | 0.03% | Add +41.7% | 26,056 | $5.0M |
| Lincoln Capital Corp. | 1.76% | Reduce -1.4% | 25,877 | $4.9M |
| Stratos Wealth Advisors, LLC | 0.23% | Add +2.3% | 25,313 | $4.8M |
| Redhawk Wealth Advisors, Inc. | 0.49% | Add +10.0% | 22,673 | $4.3M |
| Osaic Holdings, Inc. | 0.01% | Add +11.1% | 21,377 | $4.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +33.9% | 20,847 | $4.0M |
| Betterment LLC | 0.01% | Add +0.6% | 20,783 | $4.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +15.7% | 19,708 | $3.8M |
| UMB Bank, n.a. | 0.05% | Reduce -10.6% | 19,308 | $3.7M |
| Financial Freedom, LLC | 1.75% | Add +33.7% | 18,421 | $3.5M |
| Farther Finance Advisors, LLC | 0.03% | Add +14481.0% | 14,581 | $2.8M |
| Payne Capital LLC | 2.74% | Add +0.2% | 14,092 | $2.7M |
| Wilkins Miller Wealth Management, LLC | 1.57% | Add +20.2% | 13,825 | $2.6M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -3.9% | 13,152 | $2.5M |
| Win Advisors, Inc. | 1.06% | New | 12,996 | $2.5M |
| Nova R Wealth, Inc. | 0.84% | Reduce -1.8% | 12,082 | $2.3M |
| Wedbush Securities Inc. | 0.06% | Add +16.6% | 11,148 | $2.1M |
| Tidal Investments LLC | 0.01% | Reduce -64.2% | 10,470 | $2.0M |
| Aspect Partners, LLC | 0.80% | Add +16.3% | 9,559 | $1.8M |
| Janney Montgomery Scott LLC | 0.00% | Add +363.2% | 9,288 | $1.8M |
| International Assets Investment Management, LLC | 0.12% | Reduce -6.5% | 9,283 | $1.8M |
| Caitlin John, LLC | 1.15% | Reduce -2.3% | 9,160 | $1.8M |
| Valued Retirements, Inc. | 1.56% | Add +81.7% | 8,337 | $1.6M |
| IAM Advisory, LLC | 0.35% | Reduce -1.2% | 8,276 | $1.6M |
| Compass Ion Advisors, LLC | 0.15% | Add +34.7% | 8,242 | $1.6M |
| Ieq Capital, LLC | 0.00% | Add +9.6% | 8,179 | $1.6M |
| Comerica Bank | 0.01% | No change | 8,158 | $1.6M |
| Nova Wealth Management, Inc. | 1.02% | Reduce -8.8% | 7,805 | $1.5M |
| BLB&B Advisors, LLC | 0.06% | No change | 7,250 | $1.4M |
| Clearstead Advisors, LLC | 0.02% | Reduce -15.0% | 7,051 | $1.3M |
| Oppenheimer & Co. Inc. | 0.02% | New | 6,634 | $1.3M |
| PFG Advisors | 0.06% | Add +12.9% | 6,465 | $1.2M |
| Blom & Howell Financial Planning, Inc. | 1.19% | — | 6,246 | $1.2M |
| Thoroughbred Financial Services, LLC | 0.07% | Add +1.5% | 6,121 | $1.2M |
| TFB Advisors LLC | 0.31% | Add +3.4% | 5,803 | $1.1M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -32.3% | 5,659 | $1.1M |
| Odyssey Capital Advisors, Inc. | 0.95% | — | 5,602 | $1.1M |
| Wealthcare Advisory Partners LLC | 0.02% | Add +4.3% | 5,147 | $984K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.0% | 5,037 | $963K |
| Global Retirement Partners, LLC | 0.02% | Reduce -3.3% | 4,735 | $906K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +14.6% | 4,571 | $874K |
| Harbour Investments, Inc. | 0.02% | Add +0.1% | 4,236 | $810K |
| Royal Bank of Canada | 0.00% | Reduce -7.5% | 4,018 | $769K |
| MML Investors Services, LLC | 0.00% | Add +15.7% | 3,980 | $761K |
| Diversify Advisory Services, LLC | 0.02% | Add +0.6% | 3,671 | $759K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -0.7% | 3,939 | $753K |
| Kathmere Capital Management, LLC | 0.05% | Add +5.3% | 3,842 | $735K |
| Redwood Family Wealth LLC | 0.72% | — | 3,826 | $732K |
| Principal Securities, Inc. | 0.01% | Add +1.7% | 3,720 | $711K |
| Smith, Moore & Co. | 0.05% | Reduce -8.3% | 3,601 | $689K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -68.8% | 3,467 | $663K |
| United Advisor Group, LLC | 0.08% | No change | 3,303 | $632K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -10.6% | 3,287 | $629K |
| Signal Advisors Wealth, LLC | 0.05% | Add +71.6% | 3,242 | $620K |
| Lazari Capital Management, Inc. | 0.20% | Reduce -10.7% | 3,083 | $590K |
| Soltis Investment Advisors LLC | 0.04% | Reduce -20.2% | 3,066 | $586K |
| Old Mission Capital LLC | 0.02% | Reduce -55.9% | 2,971 | $568K |
| Breakwater Capital Group | 0.08% | New | 2,843 | $544K |
| Advisory Services Network, LLC | 0.01% | Reduce -6.9% | 2,830 | $541K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -11.9% | 2,724 | $521K |
| Cerity Partners LLC | 0.00% | New | 2,680 | $513K |
| Jane Street Group, LLC | 0.00% | New | 2,647 | $506K |
| Park Avenue Securities LLC | 0.00% | Add +9.8% | 2,619 | $501K |
| CreativeOne Wealth, LLC | 0.01% | New | 2,520 | $482K |
| Mariner, LLC | 0.00% | Add +17.2% | 2,484 | $475K |
| Partners Wealth Management, LLC | 0.49% | Add +1.6% | 2,463 | $471K |
| Waverly Advisors, LLC | 0.00% | No change | 2,412 | $461K |
| Virtus Family Office LLC | 0.39% | Add +30.6% | 2,360 | $451K |
| Tectonic Advisors LLC | 0.02% | Reduce -1.5% | 2,337 | $447K |
| Susquehanna International Group, LLP | 0.00% | New | 2,336 | $447K |
| Seed Wealth Management, Inc. | 0.31% | No change | 2,330 | $446K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +6.1% | 2,275 | $435K |
| Morgan Stanley | 0.00% | Reduce -28.0% | 2,271 | $434K |
| Flagship Wealth Advisors, LLC | 0.13% | No change | 2,250 | $430K |
| Arkadios Wealth Advisors | 0.01% | Add +5.0% | 2,249 | $430K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.1% | 2,072 | $428K |
| Davidson Trust Co. | 0.18% | No change | 2,218 | $424K |
| Pacific Sun Financial Corp | 0.20% | Add +5.8% | 2,139 | $409K |
| Riverview Trust Co | 0.49% | No change | 2,128 | $407K |
"% of holder's portfolio" is VFMO's weight in each manager's 13F, not the share of Vanguard US Momentum Factor the manager owns.