VFMO · VANGUARD U.S. MOMENTUM FACTOR ETF ETF
$229.80
+2.11 (+0.93%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 2
Total Value: $68,330,309
Total Shares: 273,858
Institutional Ownership Trend
18 quarters
Holder Concentration
Across 2 13F filers · Δ vs Mar 31, 2024Top Holder
99.9%
+77.8 pts
Top 5
100.0%
+38.6 pts
Top 10
100.0%
+20.4 pts
HHI
9,985
Highly concentrated+8,977
Quarterly Activity
vs Mar 31, 2024
New
0
Increased
1
Decreased
1
Sold Out
76
Unchanged
0
Holder count:
-76
Institutional value:
-76.2%
Shares held:
-85.6%
Top Buyers
vs Mar 31, 2024| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mid Parkside Financial Bank & Trust | +18 | 202 |
Top Sellers
vs Mar 31, 2024| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mid Strategic Financial Services, Inc. | −2,987 | 273,656 |
Top New Positions
vs Mar 31, 2024No new positions this quarter.
Top Sold-Out Positions
vs Mar 31, 2024| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mid RITHOLTZ WEALTH MANAGEMENT | 421,309 | $63,735,625 | |
| Mid DAVIDSON INVESTMENT ADVISORS | 203,320 | $30,758,249 | |
| Small ANDERSON HOAGLAND & CO | 138,544 | $20,958,936 | |
| Small CABOT WEALTH MANAGEMENT INC | 127,421 | $19,276,248 | |
| Mega ENVESTNET ASSET MANAGEMENT INC | 108,893 | $16,473,333 |
| Holder | Value (USD)▼ | % of 13F | Shares | Own % | Change | Type | Filed | Open | ||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mid Strategic Financial Services, Inc. VFMO | $68,279,908 | 99.93% | 273,656 | — |
-2,987
-1.1%
|
Shares | 2026-08-24 | |||||||||||||||||||||||||||||||
| Mid Parkside Financial Bank & Trust Bank VFMO | $50,401 | 0.07% | 202 | — |
+18
+9.8%
|
Shares | 2026-09-04 | |||||||||||||||||||||||||||||||
| Mid RITHOLTZ WEALTH MANAGEMENT VFMO | $63,735,625 | 93.28% | 421,309 | — | Sold Out | Shares | 2024-04-24 | |||||||||||||||||||||||||||||||
| Mid DAVIDSON INVESTMENT ADVISORS VFMO | $30,758,249 | 45.01% | 203,320 | — | Sold Out | Shares | 2024-05-13 | |||||||||||||||||||||||||||||||
| Small ANDERSON HOAGLAND & CO VFMO | $20,958,936 | 30.67% | 138,544 | — | Sold Out | Shares | 2024-04-12 | |||||||||||||||||||||||||||||||
| Small CABOT WEALTH MANAGEMENT INC VFMO | $19,276,248 | 28.21% | 127,421 | — | Sold Out | Shares | 2024-05-03 | |||||||||||||||||||||||||||||||
| Mega ENVESTNET ASSET MANAGEMENT INC VFMO | $16,473,333 | 24.11% | 108,893 | — | Sold Out | Shares | 2024-05-13 | |||||||||||||||||||||||||||||||
| Small Schulz Wealth, LTD. VFMO | $12,615,693 | 18.46% | 83,393 | — | Sold Out | Shares | 2024-04-10 | |||||||||||||||||||||||||||||||
| Mid Empirical Financial Services, LLC d.b.a. Empirical Wealth Management VFMO | $9,831,233 | 14.39% | 64,987 | — | Sold Out | Shares | 2024-05-07 | |||||||||||||||||||||||||||||||
| Micro WIN ADVISORS, INC VFMO | $7,515,590 | 11.00% | 49,680 | — | Sold Out | Shares | 2024-04-24 | |||||||||||||||||||||||||||||||
| Mega LPL Financial LLC VFMO | $5,855,292 | 8.57% | 38,705 | — | Sold Out | Shares | 2024-05-10 | |||||||||||||||||||||||||||||||
| Micro Armbruster Capital Management, Inc. VFMO | $5,633,667 | 8.24% | 37,240 | — | Sold Out | Shares | 2024-05-07 | |||||||||||||||||||||||||||||||
| Small LINCOLN CAPITAL CORP VFMO | $5,096,320 | 7.46% | 33,688 | — | Sold Out | Shares | 2024-04-16 | |||||||||||||||||||||||||||||||
| Small Journey Advisory Group, LLC VFMO | $5,074,838 | 7.43% | 33,546 | — | Sold Out | Shares | 2024-05-09 | |||||||||||||||||||||||||||||||
| Mid UMB Bank, n.a. VFMO | $4,038,419 | 5.91% | 26,695 | — | Sold Out | Shares | 2024-04-26 | |||||||||||||||||||||||||||||||
| Mid GREAT VALLEY ADVISOR GROUP, INC. VFMO | $3,798,186 | 5.56% | 25,107 | — | Sold Out | Shares | 2024-05-06 | |||||||||||||||||||||||||||||||
| Large Raymond James Financial Services Advisors, Inc. VFMO | $3,052,376 | 4.47% | 20,177 | — | Sold Out | Shares | 2024-04-22 | |||||||||||||||||||||||||||||||
| Micro Nova R Wealth, Inc. VFMO | $1,986,155 | 2.91% | 13,129 | — | Sold Out | Shares | 2024-04-12 | |||||||||||||||||||||||||||||||
| Mid Geneos Wealth Management Inc. VFMO | $1,739,720 | 2.55% | 11,500 | — | Sold Out | Shares | 2024-05-03 | |||||||||||||||||||||||||||||||
| Mega UBS Group AG VFMO | $1,646,077 | 2.41% | 10,881 | — | Sold Out | Shares | 2024-05-13 | |||||||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mid WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC VFMO | $1,633,975 | 2.39% | 10,801 | — | Sold Out | Shares | 2024-05-07 | |||||||||||||||||||||||||||||||
| Large Kestra Advisory Services, LLC VFMO | $1,518,397 | 2.22% | 10,037 | — | Sold Out | Shares | 2024-05-15 | |||||||||||||||||||||||||||||||
| Large OSAIC HOLDINGS, INC. VFMO | $1,408,868 | 2.06% | 9,313 | — | Sold Out | Shares | 2024-05-10 | |||||||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
|
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| Micro Aspect Partners, LLC VFMO | $1,239,285 | 1.81% | 8,192 | — | Sold Out | Shares | 2024-05-17 | |||||||||||||||||||||||||||||||
| Small IAM Advisory, LLC VFMO | $1,222,493 | 1.79% | 8,081 | — | Sold Out | Shares | 2024-04-15 | |||||||||||||||||||||||||||||||
| Large MML INVESTORS SERVICES, LLC VFMO | $1,115,387 | 1.63% | 7,373 | — | Sold Out | Shares | 2024-05-14 | |||||||||||||||||||||||||||||||
| Mid BLB&B Advisors, LLC VFMO | $1,096,780 | 1.61% | 7,250 | — | Sold Out | Shares | 2024-04-26 | |||||||||||||||||||||||||||||||
| Mega ROYAL BANK OF CANADA Bank VFMO | $1,047,764 | 1.53% | 6,926 | — | Sold Out | Shares | 2024-05-15 | |||||||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Large MERCER GLOBAL ADVISORS INC /ADV VFMO | $1,043,832 | 1.53% | 6,900 | — | Sold Out | Shares | 2024-05-15 | |||||||||||||||||||||||||||||||
| Small Edge Capital Group, LLC VFMO | $1,022,804 | 1.50% | 6,761 | — | Sold Out | Shares | 2024-05-14 | |||||||||||||||||||||||||||||||
| Small DRIVE WEALTH MANAGEMENT, LLC VFMO | $971,671 | 1.42% | 6,423 | — | Sold Out | Shares | 2024-04-22 | |||||||||||||||||||||||||||||||
| Mega JANE STREET GROUP, LLC VFMO | $799,666 | 1.17% | 5,286 | — | Sold Out | Shares | 2024-05-16 | |||||||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Large COMMONWEALTH EQUITY SERVICES, LLC VFMO | $788,925 | 1.15% | 5,215 | — | Sold Out | Shares | 2024-04-29 | |||||||||||||||||||||||||||||||
| Large Federation des caisses Desjardins du Quebec VFMO | $653,529 | 0.96% | 4,320 | — | Sold Out | Shares | 2024-05-15 | |||||||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
|
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| Large Creative Planning VFMO | $641,275 | 0.94% | 4,239 | — | Sold Out | Shares | 2024-05-13 | |||||||||||||||||||||||||||||||
| Small TECTONIC ADVISORS LLC VFMO | $583,486 | 0.85% | 3,857 | — | Sold Out | Shares | 2024-05-07 | |||||||||||||||||||||||||||||||
| Large Tidal Investments LLC VFMO | $562,610 | 0.82% | 3,719 | — | Sold Out | Shares | 2024-05-16 | |||||||||||||||||||||||||||||||
| Small JNB Advisors LLC VFMO | $545,969 | 0.80% | 3,609 | — | Sold Out | Shares | 2024-05-02 | |||||||||||||||||||||||||||||||
| Large Cambridge Investment Research Advisors, Inc. VFMO | $514,957 | 0.75% | 3,404 | — | Sold Out | Shares | 2024-04-24 | |||||||||||||||||||||||||||||||
| Mid Focus Partners Advisor Solutions, LLC VFMO | $514,200 | 0.75% | 3,399 | — | Sold Out | Shares | 2024-05-15 | |||||||||||||||||||||||||||||||
| Micro Seed Wealth Management, Inc. VFMO | $488,634 | 0.72% | 3,230 | — | Sold Out | Shares | 2024-04-16 | |||||||||||||||||||||||||||||||
| Small United Advisor Group, LLC VFMO | $487,121 | 0.71% | 3,220 | — | Sold Out | Shares | 2024-05-14 | |||||||||||||||||||||||||||||||
| Large HighTower Advisors, LLC VFMO | $474,262 | 0.69% | 3,135 | — | Sold Out | Shares | 2024-05-06 | |||||||||||||||||||||||||||||||
| Mid PRINCIPAL SECURITIES, INC. Broker-Dealer VFMO | $471,993 | 0.69% | 3,120 | — | Sold Out | Shares | 2024-05-10 | |||||||||||||||||||||||||||||||
| Large Cetera Investment Advisers VFMO | $468,816 | 0.69% | 3,099 | — | Sold Out | Shares | 2024-05-24 | |||||||||||||||||||||||||||||||
| Mid Envestnet Portfolio Solutions, Inc. VFMO | $466,850 | 0.68% | 3,086 | — | Sold Out | Shares | 2024-05-06 | |||||||||||||||||||||||||||||||
| Mid Waverly Advisors, LLC VFMO | $465,942 | 0.68% | 3,080 | — | Sold Out | Shares | 2024-05-15 | |||||||||||||||||||||||||||||||
| Mega RAYMOND JAMES & ASSOCIATES VFMO | $451,570 | 0.66% | 2,985 | — | Sold Out | Shares | 2024-04-22 | |||||||||||||||||||||||||||||||
| Small Clear Creek Financial Management, LLC VFMO | $397,866 | 0.58% | 2,630 | — | Sold Out | Shares | 2024-04-26 | |||||||||||||||||||||||||||||||
| Small Kathmere Capital Management, LLC VFMO | $367,156 | 0.54% | 2,427 | — | Sold Out | Shares | 2024-04-16 | |||||||||||||||||||||||||||||||
| Mid Atria Wealth Solutions, Inc. VFMO | $362,466 | 0.53% | 2,396 | — | Sold Out | Shares | 2024-05-13 | |||||||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mid Chicago Partners Investment Group LLC VFMO | $336,295 | 0.49% | 2,223 | — | Sold Out | Shares | 2024-04-25 | |||||||||||||||||||||||||||||||
| Mid THOROUGHBRED FINANCIAL SERVICES, LLC VFMO | $324,949 | 0.48% | 2,148 | — | Sold Out | Shares | 2024-05-07 | |||||||||||||||||||||||||||||||
| Mid LINCOLN NATIONAL CORP VFMO | $300,744 | 0.44% | 1,988 | — | Sold Out | Shares | 2024-05-02 | |||||||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mid AVANTAX ADVISORY SERVICES, INC. VFMO | $285,767 | 0.42% | 1,889 | — | Sold Out | Shares | 2024-05-08 | |||||||||||||||||||||||||||||||
| Small GSG Advisors LLC VFMO | $277,598 | 0.41% | 1,835 | — | Sold Out | Shares | 2024-04-11 | |||||||||||||||||||||||||||||||
| Micro Norwood Financial Corp VFMO | $274,270 | 0.40% | 1,813 | — | Sold Out | Shares | 2024-04-16 | |||||||||||||||||||||||||||||||
| Small MELFA WEALTH MANAGEMENT, INC. VFMO | $259,596 | 0.38% | 1,716 | — | Sold Out | Shares | 2024-04-23 | |||||||||||||||||||||||||||||||
| Mid Parallel Advisors, LLC VFMO | $236,753 | 0.35% | 1,565 | — | Sold Out | Shares | 2024-05-06 | |||||||||||||||||||||||||||||||
| Mega MORGAN STANLEY VFMO | $117,997 | 0.17% | 780 | — | Sold Out | Shares | 2024-05-15 | |||||||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mid First Horizon Advisors, Inc. VFMO | $86,078 | 0.13% | 569 | — | Sold Out | Shares | 2024-04-26 | |||||||||||||||||||||||||||||||
| Mid CAMBRIDGE TRUST CO Bank VFMO | $75,640 | 0.11% | 500 | — | Sold Out | Shares | 2024-05-30 | |||||||||||||||||||||||||||||||
| Micro Glass Jacobson Investment Advisors llc VFMO | $67,622 | 0.10% | 447 | — | Sold Out | Shares | 2024-04-26 | |||||||||||||||||||||||||||||||
| Small AdvisorNet Financial, Inc VFMO | $55,217 | 0.08% | 365 | — | Sold Out | Shares | 2024-04-12 | |||||||||||||||||||||||||||||||
| Large NewEdge Advisors, LLC VFMO | $30,558 | 0.04% | 202 | — | Sold Out | Shares | 2024-05-14 | |||||||||||||||||||||||||||||||
| Large Steward Partners Investment Advisory, LLC VFMO | $28,138 | 0.04% | 186 | — | Sold Out | Shares | 2024-05-15 | |||||||||||||||||||||||||||||||
| Small ATLAS CAPITAL ADVISORS INC. VFMO | $27,532 | 0.04% | 182 | — | Sold Out | Shares | 2024-04-15 | |||||||||||||||||||||||||||||||
| Small Castleview Partners, LLC VFMO | $20,120 | 0.03% | 133 | — | Sold Out | Shares | 2024-05-10 | |||||||||||||||||||||||||||||||
| Small BARRETT & COMPANY, INC. VFMO | $18,910 | 0.03% | 125 | — | Sold Out | Shares | 2024-04-17 | |||||||||||||||||||||||||||||||
| Mid SIMPLEX TRADING, LLC VFMO | $15,128 | 0.02% | 100 | — | Sold Out | Shares | 2024-04-25 | |||||||||||||||||||||||||||||||
| Small City State Bank Bank VFMO | $15,128 | 0.02% | 100 | — | Sold Out | Shares | 2024-04-11 | |||||||||||||||||||||||||||||||
| Small Central Pacific Bank - Trust Division Bank VFMO | $5,899 | 0.01% | 39 | — | Sold Out | Shares | 2024-05-02 | |||||||||||||||||||||||||||||||
| Small NewSquare Capital LLC VFMO | $3,782 | 0.01% | 25 | — | Sold Out | Shares | 2024-05-08 | |||||||||||||||||||||||||||||||
| Mid Global Retirement Partners, LLC Pension VFMO | $3,176 | 0.00% | 21 | — | Sold Out | Shares | 2024-04-23 | |||||||||||||||||||||||||||||||
| Micro GPS Wealth Strategies Group, LLC VFMO | $3,025 | 0.00% | 20 | — | Sold Out | Shares | 2024-04-30 | |||||||||||||||||||||||||||||||
| Mid GHP Investment Advisors, Inc. VFMO | $1,361 | 0.00% | 9 | — | Sold Out | Shares | 2024-04-25 | |||||||||||||||||||||||||||||||
| Mega WELLS FARGO & COMPANY/MN VFMO | $151 | 0.00% | 1 | — | Sold Out | Shares | 2024-05-10 | |||||||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| — PROEQUITIES, INC. VFMO | $0 | 0.00% | 0 | — | Sold Out | Shares | 2024-05-01 | |||||||||||||||||||||||||||||||
| No holders match your search. | ||||||||||||||||||||||||||||||||||||||