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

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions22$13.6M
Exits5$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
Clark Wealth Partners 0.23% No change 2,007 $384K
Orion Porfolio Solutions, LLC 0.00% Reduce -10.3% 1,993 $381K
SCS Capital Management LLC 0.00% Reduce -63.6% 1,889 $361K
Creative Planning 0.00% Add +12.7% 1,886 $361K
GSG Advisors LLC 0.09% Reduce -0.7% 1,801 $344K
Orcam Financial Group 0.25% Add +0.2% 1,743 $333K
Wealth Enhancement Advisory Services, LLC 0.00% Add +24.6% 1,659 $333K
Silver Oak Securities, Incorporated 0.02% Add +0.2% 1,621 $312K
AdvisorNet Financial, Inc 0.02% Reduce -32.1% 1,600 $306K
Stonehearth Capital Management, LLC 0.11% Add +0.2% 1,561 $299K
Foster Group, Inc. 0.01% Reduce -6.7% 1,537 $294K
Signature Estate & Investment Advisors LLC 0.01% Add +0.2% 1,529 $292K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -6.6% 1,509 $289K
Coquina Private Wealth LLC 0.23% — 1,484 $284K
Stifel Financial Corp. 0.00% Add +27.8% 1,399 $268K
Kestra Private Wealth Services, LLC 0.00% Add +21.3% 1,342 $257K
Avant Capital LLC 0.17% Add +0.2% 1,279 $245K
Alesco Advisors, LLC, An ESL Co 0.01% New 1,275 $244K
Equitable Holdings, Inc. 0.00% New 1,267 $242K
Prospera Financial Services Inc 0.00% New 1,237 $237K
Quantinno Capital Management LP 0.00% No change 1,220 $233K
Cadence Bank 0.01% No change 1,200 $230K
Melfa Wealth Management, Inc. 0.13% No change 1,185 $227K
Clear Creek Financial Management, LLC 0.02% Add +0.2% 1,183 $226K
Perigon Wealth Management, LLC 0.00% New 1,164 $223K
Apeiron RIA LLC 0.04% Reduce -23.5% 1,047 $214K
Belpointe Asset Management LLC 0.01% New 1,119 $214K
Parallel Advisors, LLC 0.00% No change 1,100 $210K
Keybank National Association 0.00% New 1,100 $210K
Capital Analysts, LLC 0.00% Add +56.9% 786 $150K
Harbor Asset Planning, Inc. 0.11% Reduce -2.8% 697 $133K
Federation des caisses Desjardins du Quebec 0.00% No change 535 $102K
City State Bank 0.03% Add +420.0% 520 $99K
High Note Wealth, LLC 0.02% New 477 $91K
Tower Research Capital LLC (TRC) 0.00% New 470 $90K
PNC Financial Services Group, Inc. 0.00% New 400 $77K
Strategic Wealth Partners, Ltd. 0.00% No change 352 $67K
North Star Investment Management Corp. 0.00% New 325 $62K
Geneos Wealth Management Inc. 0.00% No change 243 $46K
Parkside Financial Bank & Trust 0.00% No change 215 $41K
Versant Capital Management, Inc 0.00% No change 141 $27K
Barrett & Company, Inc. 0.01% No change 125 $24K
Atlas Capital Advisors Inc. 0.00% — 116 $22K
Glass Jacobson Investment Advisors llc 0.01% No change 105 $20K
Avion Wealth 0.00% No change 107 $20K
Tidemark, LLC 0.01% No change 104 $20K
Nalls Sherbakoff Group, LLC 0.01% No change 100 $19K
Medallion Wealth Advisors, LLC 0.01% No change 86 $16K
Cwm, LLC 0.00% New 85 $16K
Atomic Invest LLC 0.01% — 64 $12K
Wells Fargo & Company 0.00% Reduce -100.0% 63 $12K
Spire Wealth Management 0.00% No change 41 $8K
Central Pacific Bank - Trust Division 0.00% No change 39 $7K
AE Wealth Management LLC 0.00% New 37 $7K
Sunbelt Securities, Inc. 0.00% No change 32 $6K
IFP Advisors, Inc 0.00% No change 20 $4K
Russell Investments Group, Ltd. 0.00% No change 19 $4K
JPMorgan Chase & Co. 0.00% Reduce -98.4% 15 $3K
Quent Capital, LLC 0.00% No change 15 $3K
GHP Investment Advisors, Inc. 0.00% No change 9 $2K
Rockefeller Capital Management L.P. 0.00% New 7 $1K
Essential Investment Partners LLC 0.00% — 6 $1K
BlackRock, Inc. 0.00% New 1 $137

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