VFMO · Vanguard U.S. Multifactor ETF

$227.12 -5.50 (-2.36%) At close · Aug 28

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.

Quarter:

Holders: 59

Total Value: $133,011,669

Total Shares: 751,324

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 59 13F filers · Δ vs Mar 31, 2026

Top Holder

19.8%

−0.1 pts

Top 5

58.9%

+9.3 pts

Top 10

75.0%

+5.8 pts

HHI

924

Broadly held+181

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -35

Institutional value: -44.7%

Shares held: -51.6%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega LPL Financial LLC	+43,308	124,650
Small ADVISORTRUST PARTNERS, LLC	+30,955	34,070
Large OSAIC HOLDINGS, INC.	+7,897	27,724
Large Mariner, LLC	+5,743	7,870
Mega ROYAL BANK OF CANADA	+4,413	20,972

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega ENVESTNET ASSET MANAGEMENT INC	−16,545	148,790
Mid GREAT VALLEY ADVISOR GROUP, INC.	−1,640	9,447
Mid Focus Partners Advisor Solutions, LLC	−1,390	6,143
Mid CENTAURUS FINANCIAL, INC.	−969	1,124
Mid UMB Bank, n.a.	−836	66,037

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mega TWO SIGMA INVESTMENTS, LP	16,900	$2,990,793
Mid Equitable Holdings, Inc.	12,889	$2,280,966
Large NewEdge Advisors, LLC	8,976	$1,588,482
Small Centric Wealth Management	7,610	$1,346,741
Mid THOROUGHBRED FINANCIAL SERVICES, LLC	2,924	$517,460

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Small ANDERSON HOAGLAND & CO	307,946	$47,754,725
Micro Systelligence, LLC	107,954	$16,740,966
Micro Opus Capital Group, LLC	106,039	$16,443,997
Large Cambridge Investment Research Advisors, Inc.	77,198	$11,971,479
Micro Storen Legacy Partners, LLC	58,705	$9,103,677

Filter: New 18 Increased 21 Reduced 10 Sold out 53 Unchanged 10

Showing 59 of 59

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

ENVESTNET ASSET MANAGEMENT INC

$26,331,366

19.80%

148,790

LPL Financial LLC

$22,059,310

16.58%

124,650

UMB Bank, n.a.

$11,686,567

8.79%

66,037

RAYMOND JAMES FINANCIAL INC

$10,401,057

7.82%

58,773

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	11,212	$1,984,187	19.1%	Defined
Raymond James Financial Services Advisors, Inc.	47,561	$8,416,870	80.9%	Defined

Geneos Wealth Management Inc.

$7,834,992

5.89%

44,273

ADVISORTRUST PARTNERS, LLC

$6,029,367

4.53%

34,070

OSAIC HOLDINGS, INC.

$4,906,314

3.69%

27,724

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	21,648	$3,831,046	78.1%	Defined
OSAIC INSTITUTIONS, INC.	136	$24,067	0.5%	Defined
Osaic Advisory Services, LLC	5,940	$1,051,201	21.4%	Defined

ROYAL BANK OF CANADA

$3,711,414

2.79%

20,972

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	11,007	$1,947,908	52.5%	Defined
RBC Dominion Securities Inc.	9,965	$1,763,506	47.5%	Defined

Partners in Financial Planning

$3,419,945

2.57%

19,325

TFB Advisors LLC

$3,398,885

2.56%

19,206

TWO SIGMA INVESTMENTS, LP

$2,990,793

2.25%

16,900

RESOLUTE WEALTH ADVISOR, INC.

$2,510,319

1.89%

14,185

Equitable Holdings, Inc.

$2,280,966

1.71%

12,889

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EQUITABLE ADVISORS, LLC	12,889	$2,280,966	100.0%	Defined

CALTON & ASSOCIATES, INC.

$2,020,820

1.52%

11,419

AQR CAPITAL MANAGEMENT LLC

$1,707,760

1.28%

9,650

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
HALBERT HARGROVE GLOBAL ADVISORS, LLC	8,051	$1,424,785	83.4%	Other
Held directly	1,599	$282,975	16.6%	Defined

GREAT VALLEY ADVISOR GROUP, INC.

$1,671,835

1.26%

9,447

NewEdge Advisors, LLC

$1,588,482

1.19%

8,976

GOLDMAN SACHS GROUP INC

$1,563,529

1.18%

8,835

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	8,835	$1,563,529	100.0%	Defined

UBS Group AG

$1,479,469

1.11%

8,360

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	8,260	$1,461,772	98.8%	Defined
UBS Switzerland AG	100	$17,697	1.2%	Defined

FIRST MANHATTAN CO. LLC.

$1,475,752

1.11%

8,339

RHS Financial, LLC

$1,409,919

1.06%

7,967

Mariner, LLC

$1,392,753

1.05%

7,870

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mariner Platform Solutions, LLC	7,870	$1,392,753	100.0%	Other

Centric Wealth Management

$1,346,741

1.01%

7,610

STIFEL FINANCIAL CORP

$1,283,032

0.96%

7,250

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STIFEL NICOLAUS & CO INC \MO\	7,250	$1,283,032	100.0%	Defined

Focus Partners Advisor Solutions, LLC

$1,087,126

0.82%

6,143

MML INVESTORS SERVICES, LLC

$848,394

0.64%

4,794

Foundations Investment Advisors, LLC

$652,842

0.49%

3,689

Sanctuary Advisors, LLC

$539,227

0.41%

3,047

THOROUGHBRED FINANCIAL SERVICES, LLC

$517,460

0.39%

2,924

Compass Ion Advisors, LLC

$502,063

0.38%

2,837

Capital Square, LLC

$464,900

0.35%

2,627

TAGStone Capital, Inc.

$361,372

0.27%

2,042

HARBOUR INVESTMENTS, INC.

$319,607

0.24%

1,806

CreativeOne Wealth, LLC

$308,458

0.23%

1,743

Modera Wealth Management, LLC

$304,565

0.23%

1,721

Essex Financial Services, Inc.

$289,345

0.22%

1,635

PRINCIPAL SECURITIES, INC.

$288,638

0.22%

1,631

Steward Partners Investment Advisory, LLC

$282,267

0.21%

1,595

World Investment Advisors

$270,056

0.20%

1,526

Savvy Advisors, Inc.

$263,508

0.20%

1,489

May Hill Capital, LLC

$213,602

0.16%

1,207

CENTAURUS FINANCIAL, INC.

$198,914

0.15%

1,124

ACTION POINT FINANCIAL PLANNING, LLC

$104,580

0.08%

591

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

$91,670

0.07%

518

Capital Analysts, LLC

$88,661

0.07%

501

BlackRock, Inc.

$75,566

0.06%

427

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Aperio Group, LLC	427	$75,566	100.0%	Sole

Strategic Wealth Partners, Ltd.

$59,992

0.05%

339

PNC FINANCIAL SERVICES GROUP, INC.

$58,400

0.04%

330

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	330	$58,400	100.0%	Defined

Tidemark, LLC

$56,807

0.04%

321

Integrated Wealth Concepts LLC

$49,906

0.04%

JPMORGAN CHASE & CO

$49,905

0.04%

282

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
55I, LLC	282	$49,905	100.0%	Other

WELLS FARGO & COMPANY/MN

$48,488

0.04%

274

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	273	$48,312	99.6%	Defined
WELLS FARGO CLEARING SERVICES, LLC	1	$176	0.4%	Defined

VANGUARD ADVISERS INC

$28,669

0.02%

162

MORGAN STANLEY

$21,942

0.02%

124

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	121	$21,412	97.6%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	3	$530	2.4%	Defined

IFG Advisory, LLC

$21,590

0.02%

122

US BANCORP \DE\

$17,873

0.01%

101

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
US BANK NATIONAL ASSOCIATION	101	$17,873	100.0%	Defined

Ankerstar Wealth, LLC

$16,635

0.01%

Arax Advisory Partners

$7,078

0.01%

CITIGROUP INC

$176

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	1	$176	100.0%	Defined

Key facts CIK 105563 CUSIP 921935607 13F (30d) 60 filings 59 filers Investor relations