VFMO Institutional Ownership
Vanguard U.S. Momentum Factor ETF
1W: +1.4%
1M: +2.2%
3M: -2.7%
YTD: +18.9%
1Y: +20.6%
3Y: +108.8%
5Y: +83.0%
$231.25
+2.26 (+0.99%)
Weekly Expected Move ±2.0%
$222
$227
$231
$236
$240
Overview
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Changes
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Institutional Ownership — VFMO
215
Institutional Holders
+25 vs prior quarter
0.0%
Ownership
+0.00pp
893M
Total Invested
41
New Positions
81
Increased
55
Reduced
15
Closed
0.67
Put/Call Ratio
Ownership Trends
Top Institutional Holders (225 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | RITHOLTZ WEALTH MANAGEMENT | 737,643 | $171M | +30,444 | +4.3% | 20Q | SEC ↗ |
| 2 | Strategic Financial Services, Inc. | 273,656 | $63M | -11,882 | -4.2% | 30Q | SEC ↗ |
| 3 | LPL Financial LLC | 171,600 | $40M | +19,725 | +13.0% | 24Q | SEC ↗ |
| 4 | GREAT VALLEY ADVISOR GROUP, INC. | 165,303 | $38M | +4,656 | +2.9% | 14Q | SEC ↗ |
| 5 | RAYMOND JAMES FINANCIAL INC | 156,997 | $36M | +6,962 | +4.6% | 7Q | SEC ↗ |
| 6 | DAVIDSON INVESTMENT ADVISORS | 156,341 | $36M | +2,823 | +1.8% | 19Q | SEC ↗ |
| 7 | ANDERSON HOAGLAND & CO | 109,865 | $25M | -4,361 | -3.8% | 23Q | SEC ↗ |
| 8 | Empirical Financial Services, LLC d.b. | 104,019 | $24M | -5,192 | -4.8% | 18Q | SEC ↗ |
| 9 | Cetera Investment Advisers | 99,597 | $23M | +24,129 | +32.0% | 10Q | SEC ↗ |
| 10 | Systelligence, LLC | 93,485 | $22M | -9,563 | -9.3% | 9Q | SEC ↗ |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 84,133 | $19M | -7,715 | -8.4% | 20Q | SEC ↗ |
| 12 | TWO SIGMA INVESTMENTS, LP NEW | 65,700 | $15M | — | +0.0% | 1Q | SEC ↗ |
| 13 | BANK OF AMERICA CORP /DE | 61,024 | $14M | +27,625 | +82.7% | 7Q | SEC ↗ |
| 14 | Cambridge Investment Research Advisors | 60,770 | $14M | +16,593 | +37.6% | 28Q | SEC ↗ |
| 15 | UBS Group AG | 57,661 | $13M | +14,332 | +33.1% | 16Q | SEC ↗ |
| 16 | WIN ADVISORS, INC | 53,521 | $12M | -2,028 | -3.7% | 3Q | SEC ↗ |
| 17 | Financial Partners Group, Inc | 53,315 | $12M | +540 | +1.0% | 6Q | SEC ↗ |
| 18 | CABOT WEALTH MANAGEMENT INC | 50,284 | $12M | -67,238 | -57.2% | 18Q | SEC ↗ |
| 19 | Armbruster Capital Management, Inc. | 47,516 | $11M | -2,100 | -4.2% | 26Q | SEC ↗ |
| 20 | &PARTNERS | 40,952 | $9M | +1,541 | +3.9% | 5Q | SEC ↗ |
| 21 | NewEdge Advisors, LLC | 40,946 | $9M | +3,473 | +9.3% | 10Q | SEC ↗ |
| 22 | OPPENHEIMER & CO INC NEW | 40,457 | $9M | — | +0.0% | 1Q | SEC ↗ |
| 23 | Mariner, LLC | 39,420 | $9M | +25,950 | +192.7% | 9Q | SEC ↗ |
| 24 | BUILDER INVESTMENT GROUP INC /ADV | 33,690 | $8M | +21,772 | +182.7% | 2Q | SEC ↗ |
| 25 | Hobart Private Capital, LLC | 32,338 | $7M | +292 | +0.9% | 7Q | SEC ↗ |
| 26 | ROYAL BANK OF CANADA | 32,297 | $7M | +11,479 | +55.1% | 34Q | SEC ↗ |
| 27 | Private Advisor Group, LLC | 31,630 | $7M | +1,463 | +4.8% | 6Q | SEC ↗ |
| 28 | Thrivent Financial for Lutherans NEW | 30,305 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 29 | COMMONWEALTH EQUITY SERVICES, LLC | 29,870 | $7M | +6,026 | +25.3% | 15Q | SEC ↗ |
| 30 | LINCOLN CAPITAL CORP | 26,571 | $6M | +860 | +3.3% | 13Q | SEC ↗ |
| 31 | Financial Freedom, LLC | 21,091 | $5M | +1,862 | +9.7% | 7Q | SEC ↗ |
| 32 | Merit Financial Group, LLC | 21,013 | $5M | -5,543 | -20.9% | 7Q | SEC ↗ |
| 33 | Betterment LLC | 20,695 | $5M | +114 | +0.6% | 6Q | SEC ↗ |
| 34 | Stratos Wealth Advisors, LLC | 19,571 | $5M | -7,800 | -28.5% | 9Q | SEC ↗ |
| 35 | UMB Bank, n.a. | 19,356 | $4M | -122 | -0.6% | 19Q | SEC ↗ |
| 36 | Kestra Advisory Services, LLC | 19,270 | $4M | +5,579 | +40.7% | 20Q | SEC ↗ |
| 37 | OSAIC HOLDINGS, INC. | 18,876 | $4M | +2,803 | +17.4% | 26Q | SEC ↗ |
| 38 | WEDBUSH SECURITIES INC | 17,873 | $4M | +3,729 | +26.4% | 8Q | SEC ↗ |
| 39 | GOLDMAN SACHS GROUP INC NEW | 17,846 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 40 | Wilkins Miller Wealth Management, LLC | 14,800 | $3M | +558 | +3.9% | 7Q | SEC ↗ |
| 41 | Fortis Group Advisors, LLC NEW | 14,722 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 42 | Redhawk Wealth Advisors, Inc. | 12,853 | $3M | -9,159 | -41.6% | 9Q | SEC ↗ |
| 43 | Compass Ion Advisors, LLC | 12,170 | $3M | +1,802 | +17.4% | 6Q | SEC ↗ |
| 44 | Nova R Wealth, Inc. | 11,920 | $3M | -117 | -1.0% | 17Q | SEC ↗ |
| 45 | Farther Finance Advisors, LLC | 11,147 | $3M | -3,626 | -24.5% | 4Q | SEC ↗ |
| 46 | IEQ CAPITAL, LLC | 11,116 | $3M | +1,030 | +10.2% | 5Q | SEC ↗ |
| 47 | Archford Capital Strategies, LLC | 10,409 | $2M | +1,205 | +13.1% | 2Q | SEC ↗ |
| 48 | Janney Montgomery Scott LLC | 10,341 | $2M | +178 | +1.8% | 6Q | SEC ↗ |
| 49 | INTERNATIONAL ASSETS INVESTMENT MANAGE | 9,783 | $2M | +435 | +4.7% | 9Q | SEC ↗ |
| 50 | Aspect Partners, LLC | 9,331 | $2M | -492 | -5.0% | 11Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| TWO SIGMA INVESTMENTS, LP | 65,700 | $15M |
| OPPENHEIMER & CO INC | 40,457 | $9M |
| Thrivent Financial for Lutherans | 30,305 | $7M |
| GOLDMAN SACHS GROUP INC | 17,846 | $4M |
| Fortis Group Advisors, LLC | 14,722 | $3M |
| MY Wealth Management Inc. | 8,717 | $2M |
| Tidal Investments LLC | 6,248 | $1M |
| Wealth High Governance Asset Manage | 5,802 | $1M |
| Madison Wealth Partners, Inc | 5,361 | $1M |
| Ethos Financial Group, LLC | 4,595 | $1M |
| Global Retirement Partners, LLC | 4,592 | $1M |
| Diversify Advisory Services, LLC | 3,479 | $805K |
| FIDUCIARY FINANCIAL ADVISORS | 2,742 | $634K |
| ORSER CAPITAL MANAGEMENT, LLC | 1,661 | $384K |
| BNB Wealth Management, LLC | 1,414 | $327K |
| Savant Capital, LLC | 1,241 | $287K |
| HUB Investment Partners, LLC | 1,147 | $265K |
| J.W. COLE ADVISORS, INC. | 1,106 | $256K |
| Integrated Wealth Concepts LLC | 1,037 | $240K |
| Proactive Wealth Strategies LLC | 1,016 | $235K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Elevation Capital Advisory, LLC | 5,679 | $1M |
| JANE STREET GROUP, LLC | 4,062 | $939K |
| OLD MISSION CAPITAL LLC | 2,971 | $687K |
| TECTONIC ADVISORS LLC | 2,337 | $540K |
| Riverview Trust Co | 2,128 | $492K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 2,053 | $475K |
| CORE WEALTH ADVISORS, LLC | 2,007 | $464K |
| Orion Porfolio Solutions, LLC | 1,993 | $461K |
| Soltis Investment Advisors LLC | 1,886 | $436K |
| TWO SIGMA SECURITIES, LLC | 1,767 | $409K |
| CITADEL ADVISORS LLC | 1,405 | $325K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 1,342 | $310K |
| Apeiron RIA LLC | 1,047 | $242K |
| FLOW TRADERS U.S. LLC | 1,028 | $238K |
| Federation des caisses Desjardins d | 535 | $124K |
| High Note Wealth, LLC | 477 | $110K |
| Tower Research Capital LLC (TRC) | 470 | $109K |
| Western Wealth Management, LLC | 354 | $82K |
| Nalls Sherbakoff Group, LLC | 100 | $23K |
| Russell Investments Group, Ltd. | 18 | $4K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| RITHOLTZ WEALTH MANAGEMENT | +30,444 | +4.3% | 737,643 |
| BANK OF AMERICA CORP /DE | +27,625 | +82.7% | 61,024 |
| Mariner, LLC | +25,950 | +192.7% | 39,420 |
| Cetera Investment Advisers | +24,129 | +32.0% | 99,597 |
| BUILDER INVESTMENT GROUP INC /ADV | +21,772 | +182.7% | 33,690 |
| LPL Financial LLC | +19,725 | +13.0% | 171,600 |
| Cambridge Investment Research Advis | +16,593 | +37.6% | 60,770 |
| UBS Group AG | +14,332 | +33.1% | 57,661 |
| ROYAL BANK OF CANADA | +11,479 | +55.1% | 32,297 |
| RAYMOND JAMES FINANCIAL INC | +6,962 | +4.6% | 156,997 |
| COMMONWEALTH EQUITY SERVICES, LLC | +6,026 | +25.3% | 29,870 |
| Kestra Advisory Services, LLC | +5,579 | +40.7% | 19,270 |
| GREAT VALLEY ADVISOR GROUP, INC. | +4,656 | +2.9% | 165,303 |
| WEDBUSH SECURITIES INC | +3,729 | +26.4% | 17,873 |
| IFP Advisors, Inc | +3,525 | +3357.1% | 3,630 |
| NewEdge Advisors, LLC | +3,473 | +9.3% | 40,946 |
| DAVIDSON INVESTMENT ADVISORS | +2,823 | +1.8% | 156,341 |
| BENJAMIN EDWARDS INC | +2,808 | +78.8% | 6,372 |
| OSAIC HOLDINGS, INC. | +2,803 | +17.4% | 18,876 |
| MML INVESTORS SERVICES, LLC | +2,573 | +51.5% | 7,567 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| CABOT WEALTH MANAGEMENT INC | -67,238 | -57.2% | 50,284 |
| Strategic Financial Services, Inc. | -11,882 | -4.2% | 273,656 |
| Systelligence, LLC | -9,563 | -9.3% | 93,485 |
| Redhawk Wealth Advisors, Inc. | -9,159 | -41.6% | 12,853 |
| Stratos Wealth Advisors, LLC | -7,800 | -28.5% | 19,571 |
| ENVESTNET ASSET MANAGEMENT INC | -7,715 | -8.4% | 84,133 |
| Merit Financial Group, LLC | -5,543 | -20.9% | 21,013 |
| Empirical Financial Services, LLC d | -5,192 | -4.8% | 104,019 |
| ANDERSON HOAGLAND & CO | -4,361 | -3.8% | 109,865 |
| Farther Finance Advisors, LLC | -3,626 | -24.5% | 11,147 |
| Armbruster Capital Management, Inc. | -2,100 | -4.2% | 47,516 |
| WIN ADVISORS, INC | -2,028 | -3.7% | 53,521 |
| HRT FINANCIAL LP | -1,369 | -29.7% | 3,244 |
| Breakwater Capital Group | -638 | -17.0% | 3,112 |
| Signal Advisors Wealth, LLC | -621 | -21.1% | 2,322 |
| Nova Wealth Management, Inc. | -546 | -7.1% | 7,172 |
| Valued Retirements, Inc. | -512 | -5.9% | 8,115 |
| Focus Partners Advisor Solutions, L | -502 | -8.8% | 5,173 |
| Aspect Partners, LLC | -492 | -5.0% | 9,331 |
| PARK AVENUE SECURITIES LLC | -468 | -19.8% | 1,900 |