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Vanguard U.S. Momentum Factor ETF (VFMO) Institutional Ownership

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$150.47
+0.05 (+0.03%)
(As of 05/17/2024 ET)
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Institutional Ownership Changes (13F Filings) for Vanguard U.S. Momentum Factor ETF (BATS:VFMO)

Number of
Institutional Buyers
(last 12 months)
39
Total
Institutional Inflows
(last 12 months)
$68.69M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$20.32M
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VFMO Institutional Buying and Selling by Quarter

Vanguard U.S. Momentum Factor ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Aspect Partners LLC8,192$1.24M1.0%+3.4%0.241%
5/17/2024 Tidal Investments LLC3,719$563K0.0%N/A0.109%
5/8/2024 Avantax Advisory Services Inc.1,889$286K0.0%N/A0.056%
5/8/2024 Thoroughbred Financial Services LLC2,148$324K0.0%-26.8%0.063%
5/7/2024 Tectonic Advisors LLC3,857$584K0.0%-13.5%0.113%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management64,987$9.83M0.3%-5.4%1.911%
5/6/2024 Envestnet Portfolio Solutions Inc.3,086$467K0.0%+2.3%0.091%
5/4/2024 Geneos Wealth Management Inc.11,500$1.74M0.1%-10.3%0.338%
5/2/2024 Graypoint LLC3,609$546K0.0%-2.8%0.106%
4/30/2024Commonwealth Equity Services LLC5,215$789K0.0%+26.6%0.153%
4/26/2024 UMB Bank n.a.26,695$4.04M0.1%-2.7%0.785%
4/26/2024 Clear Creek Financial Management LLC2,630$398K0.1%-3.1%0.077%
4/24/2024 Win Advisors Inc.49,680$7.52M3.3%N/A1.461%
4/23/2024 Raymond James Financial Services Advisors Inc.20,177$3.05M0.0%-3.1%0.593%
4/22/2024 Drive Wealth Management LLC6,423$972K0.3%+108.7%0.189%
4/16/2024 Lincoln Capital Corp33,688$5.10M2.2%+2.4%0.991%
4/15/2024 IAM Advisory LLC8,081$1.22M0.3%N/A0.238%
4/12/2024 Nova R Wealth Inc.13,129$1.99M1.0%-4.6%0.471%
4/12/2024 Anderson Hoagland & Co.138,544$20.36M2.3%+1.0%4.966%
4/10/2024 Schulz Wealth LTD.83,393$12.62M10.8%+2.4%2.989%
4/2/2024 Symmetry Partners LLC73,487$11.12M0.9%+14.5%2.634%
2/16/2024 Aspect Partners LLC7,920$1.04M0.7%N/A0.284%
2/13/2024 Edge Capital Group LLC8,302$1.09M0.1%-87.6%0.298%
2/12/2024 Schulz Wealth LTD.81,411$10.69M10.2%N/A2.918%
2/12/2024 Journey Advisory Group LLC33,064$4.34M0.6%+8.9%1.185%
2/12/2024 Parallel Advisors LLC1,740$228K0.0%-9.1%0.062%
2/8/2024 Strategic Financial Services Inc274,780$36.08M2.5%+2.0%9.849%
2/7/2024 Principal Securities Inc.3,418$449K0.0%N/A0.123%
2/6/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management68,672$9.02M0.3%-12.9%2.461%
2/6/2024 Wilbanks Smith & Thomas Asset Management LLC18,988$2.49M0.1%N/A0.681%
2/6/2024 Great Valley Advisor Group Inc.17,577$2.31M0.1%+29.4%0.630%
2/1/2024 Armbruster Capital Management Inc.37,515$4.93M1.1%+3.4%1.345%
1/30/2024 Octavia Wealth Advisors LLC7,347$965K0.2%N/A0.263%
1/26/2024 Geneos Wealth Management Inc.12,826$1.68M0.1%-9.4%0.460%
1/24/2024 Clear Creek Financial Management LLC2,713$356K0.1%-11.6%0.097%
1/22/2024 Drive Wealth Management LLC3,077$404K0.1%N/A0.110%
1/18/2024 Ritholtz Wealth Management420,779$55.25M2.1%+3.8%15.082%
1/18/2024 Lincoln Capital Corp32,913$4.32M2.1%+15.2%1.180%
1/17/2024 Anderson Hoagland & Co.137,176$17.80M2.2%-2.2%4.917%
1/16/2024 Raymond James Financial Services Advisors Inc.20,815$2.73M0.0%-27.6%0.746%
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1/16/2024 Raymond James & Associates1,793$235K0.0%N/A0.064%
1/12/2024 Norwood Financial Corp1,813$238K0.4%-18.4%0.065%
1/2/2024 Symmetry Partners LLC64,178$8.52M0.5%-3.7%2.300%
11/16/2023 Journey Advisory Group LLC30,372$3.44M0.5%+15.3%1.089%
11/14/2023 Frisch Financial Group Inc.27,818$3.15M1.3%-28.9%0.997%
11/14/2023 O Shaughnessy Asset Management LLC3,021$343K0.0%+11.1%0.108%
11/13/2023 LPL Financial LLC32,388$3.67M0.0%+5.4%1.161%
11/13/2023 Envestnet Asset Management Inc.120,433$13.66M0.0%+2.0%4.317%
11/13/2023 Envestnet Portfolio Solutions Inc.3,082$349K0.0%N/A0.110%
11/13/2023 Kestra Advisory Services LLC9,631$1.09M0.0%+3.9%0.345%
11/9/2023 Davidson Investment Advisors95,907$10.88M0.7%+18.5%3.438%
11/8/2023 HighTower Advisors LLC3,752$426K0.0%-6.2%0.134%
11/7/2023 Great Valley Advisor Group Inc.13,586$1.54M0.1%+286.1%0.487%
11/3/2023 Lincoln Capital Corp28,570$3.24M1.7%+13.1%1.024%
11/3/2023 Empirical Financial Services LLC d.b.a. Empirical Wealth Management78,818$8.94M0.3%-5.2%2.825%
10/30/2023 GSG Advisors LLC1,835$208K0.1%N/A0.066%
10/27/2023 Portside Wealth Group LLC1,803$204K0.0%-20.1%0.065%
10/25/2023 BLB&B Advisors LLC7,250$822K0.1%N/A0.260%
10/24/2023 Raymond James Financial Services Advisors Inc.28,733$3.26M0.0%-8.4%1.030%
10/24/2023 Tectonic Advisors LLC4,474$507K0.0%-6.8%0.160%
10/24/2023 Cambridge Investment Research Advisors Inc.2,533$287K0.0%-63.4%0.091%
10/23/2023Commonwealth Equity Services LLC4,025$456K0.0%+4.4%0.144%
10/18/2023 UMB Bank n.a.27,464$3.11M0.0%-46.1%0.984%
10/17/2023 Armbruster Capital Management Inc.36,290$4.12M1.0%-0.6%1.301%
10/16/2023 Norwood Financial Corp2,223$252K0.4%+5.7%0.080%
10/13/2023 Ritholtz Wealth Management405,551$45.99M2.1%+5.9%14.536%
10/11/2023 Geneos Wealth Management Inc.14,156$1.61M0.1%-4.5%0.507%
10/11/2023Kathmere Capital Management LLC2,419$274K0.0%N/A0.087%
10/10/2023 Anderson Hoagland & Co.140,233$15.90M2.1%-2.0%5.026%
10/10/2023 Symmetry Partners LLC66,656$7.56M0.4%N/A2.389%
9/1/2023 Portside Wealth Group LLC2,256$274K0.0%N/A0.081%
8/14/2023 Buckingham Strategic Partners3,142$381K0.0%N/A0.113%
8/11/2023 Frisch Financial Group Inc.39,104$4.74M2.3%+2.9%1.402%
8/11/2023 Kestra Advisory Services LLC9,266$1.12M0.0%+1.8%0.332%
8/11/2023 O Shaughnessy Asset Management LLC2,718$330K0.0%N/A0.097%
8/11/2023 Davidson Investment Advisors80,910$9.81M0.6%+11.4%2.900%
8/10/2023 Cetera Advisor Networks LLC4,968$602K0.0%-3.1%0.178%
8/10/2023 Strategic Financial Services Inc263,497$31.60M2.4%+1.7%9.444%
8/8/2023 Geneos Wealth Management Inc.14,823$1.80M0.1%+1.6%0.531%
8/8/2023 Edge Capital Group LLC66,178$8.02M0.5%+4.4%2.372%
8/8/2023 Chicago Partners Investment Group LLC1,722$211K0.0%-12.6%0.062%
8/7/2023 Lincoln National Corp1,965$238K0.0%N/A0.070%
8/4/2023 Envestnet Asset Management Inc.118,112$14.32M0.0%-0.5%4.233%
8/3/2023 Thoroughbred Financial Services LLC1,872$226K0.0%-10.5%0.067%
8/3/2023 Armbruster Capital Management Inc.36,515$4.43M1.1%+4.3%1.309%
8/1/2023 Portside Wealth Group LLC4,512$547K0.0%N/A0.162%
7/31/2023 LPL Financial LLC30,742$3.73M0.0%+2.8%1.206%
7/27/2023 Nova R Wealth Inc.13,801$1.67M1.1%+14.0%0.541%
7/27/2023 Seed Wealth Management Inc.3,230$392K0.4%-33.1%0.127%
7/27/2023 Lincoln Capital Corp25,266$3.06M1.6%N/A0.991%
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7/25/2023 Raymond James Financial Services Advisors Inc.31,373$3.80M0.0%-7.7%1.230%
7/25/2023 UMB Bank n.a.50,962$6.18M0.1%-13.5%1.999%
7/17/2023 Ritholtz Wealth Management382,852$46.42M2.1%+7.2%15.014%
7/14/2023 Tectonic Advisors LLC4,801$582K0.1%-7.9%0.188%
7/13/2023 Systelligence LLC110,326$13.38M4.2%+175.1%4.327%
7/13/2023 Cabot Wealth Management Inc.129,512$15.70M2.3%+2.4%5.079%
7/13/2023 Cambridge Investment Research Advisors Inc.6,928$840K0.0%-30.0%0.272%
7/12/2023 Market Street Wealth Management Advisors LLC2,177$264K0.1%-36.7%0.085%
7/7/2023 Anderson Hoagland & Co.143,048$17.34M2.2%+1.5%5.610%
5/12/2023 Strategic Financial Services Inc259,052$29.15M2.3%+2.7%10.159%
(Data available from 1/1/2016 forward)

VFMO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VFMO shares?

During the previous two years, 66 institutional investors and hedge funds held shares of Vanguard U.S. Momentum Factor ETF. The most heavily invested institutionals were Ritholtz Wealth Management ($55.25M), Strategic Financial Services Inc ($36.08M), Anderson Hoagland & Co. ($20.36M), Cabot Wealth Management Inc. ($15.70M), Envestnet Asset Management Inc. ($13.66M), Systelligence LLC ($13.38M), and Schulz Wealth LTD. ($12.62M).Learn more on VFMO's institutional investors.

Which institutional investors have been buying Vanguard U.S. Momentum Factor ETF stock?

Of the 57 institutional investors that purchased Vanguard U.S. Momentum Factor ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Ritholtz Wealth Management ($134.93K), Systelligence LLC ($110.33K), Schulz Wealth LTD. ($83.39K), Symmetry Partners LLC ($75.97K), Anderson Hoagland & Co. ($66.24K), Davidson Investment Advisors ($64.19K), and Edge Capital Group LLC ($62.68K).

How much institutional buying is happening at Vanguard U.S. Momentum Factor ETF?

Institutional investors have bought a total of 1,105,575 shares in the last 24 months. This purchase volume represents approximately $130.92M in transactions.

Which Vanguard U.S. Momentum Factor ETF major shareholders have been selling company stock?

Of the 32 institutional investors that sold Vanguard U.S. Momentum Factor ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Edge Capital Group LLC ($94.58K), UMB Bank n.a. ($45.07K), Empirical Financial Services LLC d.b.a. Empirical Wealth Management ($29.31K), Raymond James Financial Services Advisors Inc. ($13.82K), Envestnet Asset Management Inc. ($12.14K), Frisch Financial Group Inc. ($11.29K), and Newfound Research LLC ($8.90K).

How much institutional selling is happening at Vanguard U.S. Momentum Factor ETF?

Institutional investors have sold a total of 263,482 shares in the last 24 months. This volume of shares sold represents approximately $31.33M in transactions.


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This page (BATS:VFMO) was last updated on 5/19/2024 by MarketBeat.com Staff

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