Vanguard US Momentum FactorVFMOETF

13F holders, Q1 2026 (March 31)
172holders +9
25new positions
13sold out
1famous investor
$197.14avg. 13F price*

At the end of Q1 2026, 172 institutions reported holding Vanguard US Momentum Factor (VFMO) in their 13F filings, up 9 from Q4 2025. 25 opened new positions and 13 sold out. The largest holders were Ritholtz Wealth Management ($139.4M), Strategic Financial Services, Inc. ($56.3M) and Great Valley Advisor Group, Inc. ($31.7M). 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 2025 → Q1 2026

InstitutionsTotal Value
New Positions25$12.4M
Exits13$11.5M

All 13F filers, Q4 2025 → Q1 2026: 359,784 shares bought and 101,809 shares sold, net +257,975 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 172 holders

Ritholtz Wealth Management 2.42% Add +8.6% 707,199 $139.4M
Strategic Financial Services, Inc. 2.68% Add +0.5% 285,538 $56.3M
Great Valley Advisor Group, Inc. 0.58% Add +0.9% 160,647 $31.7M
Davidson Investment Advisors 1.31% Add +4.7% 153,518 $30.3M
LPL Financial LLC 0.01% Add +8.4% 151,875 $29.9M
Raymond James Financial Inc. 0.01% Add +32.4% 150,035 $29.6M
Cabot Wealth Management Inc. 2.66% Add +2.8% 117,522 $23.2M
Anderson Hoagland & Co. 1.94% Add +0.5% 114,226 $22.5M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.37% Add +2.9% 109,211 $21.5M
Systelligence, LLC 3.95% Reduce -2.1% 103,048 $20.3M
Envestnet Asset Management Inc. 0.00% Add +9.1% 91,848 $18.1M
Cetera Investment Advisers 0.02% Reduce -11.5% 75,468 $14.9M
Win Advisors, Inc. 5.01% Add +327.4% 55,549 $10.9M
Financial Partners Group, Inc 1.24% Add +6.6% 52,775 $10.4M
Armbruster Capital Management, Inc. 1.60% Add +10.3% 49,616 $9.8M
Cambridge Investment Research Advisors, Inc. 0.02% Add +111.9% 44,177 $8.7M
UBS Group AG 0.00% Add +0.6% 43,329 $8.5M
&partners 0.04% Add +51.3% 39,411 $7.8M
NewEdge Advisors, LLC 0.03% Add +12.5% 37,473 $7.4M
Bank of America Corp. 0.00% Add +24.6% 33,399 $6.6M
Hobart Private Capital, LLC 1.24% Add +1.9% 32,046 $6.3M
Private Advisor Group, LLC 0.03% Reduce -6.9% 30,167 $5.9M
Stratos Wealth Advisors, LLC 0.33% Add +8.1% 27,371 $5.4M
Merit Financial Group, LLC 0.04% Reduce -1.2% 26,556 $5.2M
Lincoln Capital Corp. 1.87% Reduce -0.6% 25,711 $5.1M
Commonwealth Equity Services, LLC 0.01% Add +21.0% 23,844 $4.7M
Redhawk Wealth Advisors, Inc. 0.48% Reduce -2.9% 22,012 $4.3M
Royal Bank of Canada 0.00% Add +418.1% 20,818 $4.1M
Betterment LLC 0.01% Reduce -1.0% 20,581 $4.1M
UMB Bank, n.a. 0.05% Add +0.9% 19,478 $3.8M
Financial Freedom, LLC 1.89% Add +4.4% 19,229 $3.8M
Osaic Holdings, Inc. 0.00% Reduce -24.8% 16,073 $3.2M
Farther Finance Advisors, LLC 0.03% Add +1.3% 14,773 $3.0M
Wilkins Miller Wealth Management, LLC 1.70% Add +3.0% 14,242 $2.8M
Wedbush Securities Inc. 0.08% Add +26.9% 14,144 $2.8M
Kestra Advisory Services, LLC 0.01% Add +4.1% 13,691 $2.7M
Mariner, LLC 0.00% Add +442.3% 13,470 $2.7M
Nova R Wealth, Inc. 0.76% Reduce -0.4% 12,037 $2.4M
Builder Investment Group Inc. 0.51% New 11,918 $2.3M
Compass Ion Advisors, LLC 0.19% Add +25.8% 10,368 $2.0M
Janney Montgomery Scott LLC 0.01% Add +9.4% 10,163 $2.0M
Ieq Capital, LLC 0.01% Add +23.3% 10,086 $2.0M
Aspect Partners, LLC 0.79% Add +2.8% 9,823 $1.9M
International Assets Investment Management, LLC 0.13% Add +0.7% 9,348 $1.9M
Archford Capital Strategies, LLC 0.21% New 9,204 $1.8M
Valued Retirements, Inc. 1.66% Add +3.5% 8,627 $1.7M
Caitlin John, LLC 0.98% Reduce -10.3% 8,216 $1.6M
IAM Advisory, LLC 0.36% Reduce -1.9% 8,119 $1.6M
Thoroughbred Financial Services, LLC 0.09% Add +27.4% 7,799 $1.5M
Nova Wealth Management, Inc. 0.99% Reduce -1.1% 7,718 $1.5M
BLB&B Advisors, LLC 0.06% No change 7,250 $1.4M
Fifth Third Bancorp 0.00% New 7,171 $1.4M
Blom & Howell Financial Planning, Inc. 1.36% Add +12.5% 7,025 $1.4M
PFG Advisors 0.07% Add +7.2% 6,933 $1.4M
TFB Advisors LLC 0.71% Add +19.3% 6,925 $1.4M
Quantinno Capital Management LP 0.00% Add +382.1% 5,881 $1.2M
Clearstead Advisors, LLC 0.01% Reduce -16.7% 5,874 $1.2M
Equitable Holdings, Inc. 0.01% Add +371.8% 5,978 $1.1M
Mercer Global Advisors Inc. 0.00% Add +13.8% 5,734 $1.1M
Elevation Capital Advisory, LLC 0.48% New 5,679 $1.1M
Focus Partners Advisor Solutions, LLC 0.01% Add +0.3% 5,675 $1.1M
Odyssey Capital Advisors, Inc. 0.89% Reduce -10.4% 5,018 $989K
MML Investors Services, LLC 0.00% Add +25.5% 4,994 $984K
O'shaughnessy Asset Management, LLC 0.00% Add +3.4% 4,725 $931K
HRT Financial LP 0.00% New 4,613 $909K
Harbour Investments, Inc. 0.01% Add +3.7% 4,394 $866K
Apollon Wealth Management, LLC 0.01% Add +5.6% 4,159 $820K
Jane Street Group, LLC 0.00% Add +53.5% 4,062 $801K
Kathmere Capital Management, LLC 0.05% No change 3,842 $757K
Diversify Wealth Management, LLC 0.01% New 3,464 $755K
Redwood Family Wealth LLC 0.73% Reduce -2.0% 3,750 $739K
Breakwater Capital Group 0.10% Add +31.9% 3,750 $739K
Principal Securities, Inc. 0.01% Reduce -0.5% 3,700 $729K
Wealthcare Advisory Partners LLC 0.01% Reduce -29.7% 3,617 $713K
Benjamin Edwards Inc. 0.01% New 3,564 $702K
Sagespring Wealth Partners, LLC 0.01% Add +1.1% 3,504 $691K
Belpointe Asset Management LLC 0.03% Add +211.7% 3,488 $688K
Smith, Moore & Co. 0.05% Reduce -6.1% 3,382 $667K
United Advisor Group, LLC 0.08% No change 3,303 $651K
OneDigital Investment Advisors LLC 0.01% Reduce -0.7% 3,265 $643K
Creative Planning 0.00% Add +68.8% 3,183 $627K
Lazari Capital Management, Inc. 0.21% No change 3,083 $608K
Signal Advisors Wealth, LLC 0.04% Reduce -9.2% 2,943 $580K
Advisory Services Network, LLC 0.01% Add +2.4% 2,898 $571K
Cerity Partners LLC 0.00% Add +5.0% 2,815 $555K
CreativeOne Wealth, LLC 0.01% No change 2,520 $497K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -9.1% 2,475 $488K
Partners Wealth Management, LLC 0.50% Reduce -1.0% 2,438 $481K
Pacific Sun Financial Corp 0.23% Add +13.3% 2,424 $478K
Morgan Stanley 0.00% Add +6.5% 2,419 $477K
Concurrent Investment Advisors, LLC 0.01% Add +6.3% 2,419 $477K
Harbor Asset Planning, Inc. 0.40% Add +246.6% 2,416 $476K
Waverly Advisors, LLC 0.00% Add +0.0% 2,413 $476K
Park Avenue Securities LLC 0.00% Reduce -9.6% 2,368 $467K
Arkadios Wealth Advisors 0.01% Add +5.1% 2,363 $466K
Virtus Family Office LLC 0.40% No change 2,360 $465K
Seed Wealth Management, Inc. 0.32% No change 2,330 $459K
Chicago Partners Investment Group LLC 0.01% Add +0.1% 2,073 $458K
WealthCare Investment Partners, LLC 0.12% New 2,181 $439K
Davidson Trust Co. 0.19% No change 2,218 $437K

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

Show all 172 holders