VANGUARD US MOMENTUM FACTOR VFMO
$236.18
-2.8% 52w: $164.26 – $249.51
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data164.26206.89249.51
Jun 20, 2025 Jul 2, 2026
Institutional holders
168
+9 QoQ
13F value
$649.5M
+10.4% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
2.5×
$1.5M calls / $611K puts
Institutional value by quarter
Number of holders
Who owns VFMO?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| RITHOLTZ WEALTH MANAGEMENT | Wealth advisor | 707.2K | $139.4M | 2.4% | +8.6% |
| Strategic Financial Services, Inc. | Wealth advisor | 285.5K | $56.3M | 2.7% | +0.5% |
| GREAT VALLEY ADVISOR GROUP, INC. | Wealth advisor | 160.6K | $31.7M | 0.6% | +0.9% |
| DAVIDSON INVESTMENT ADVISORS | Other | 153.5K | $30.3M | 1.3% | +4.7% |
| LPL Financial LLC | Bank broker | 151.9K | $29.9M | 0.0% | +8.4% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 150.0K | $29.6M | 0.0% | +32.4% |
| CABOT WEALTH MANAGEMENT INC | Other | 117.5K | $23.2M | 2.7% | +2.8% |
| ANDERSON HOAGLAND & CO | Wealth advisor | 114.2K | $22.5M | 1.9% | +0.5% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | Wealth advisor | 109.2K | $21.5M | 0.4% | +2.9% |
| Systelligence, LLC | Wealth advisor | 103.0K | $20.3M | 3.9% | -2.2% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 91.8K | $18.1M | 0.0% | +9.1% |
| Cetera Investment Advisers | Wealth advisor | 75.5K | $14.9M | 0.0% | -11.5% |
| WIN ADVISORS, INC | Wealth advisor | 55.5K | $10.9M | 5.0% | +327.4% |
| Financial Partners Group, Inc | Wealth advisor | 52.8K | $10.4M | 1.2% | +6.6% |
| Armbruster Capital Management, Inc. | Wealth advisor | 49.6K | $9.8M | 1.6% | +10.3% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 44.2K | $8.7M | 0.0% | +111.9% |
| UBS Group AG | Bank broker | 43.3K | $8.5M | 0.0% | +0.6% |
| &PARTNERS | Diversified mechanical | 39.4K | $7.8M | 0.0% | +51.3% |
| NewEdge Advisors, LLC | Diversified mechanical | 37.5K | $7.4M | 0.0% | +12.5% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 33.4K | $6.6M | 0.0% | +24.6% |
| Hobart Private Capital, LLC | Wealth advisor | 32.0K | $6.3M | 1.2% | +1.9% |
| Private Advisor Group, LLC | Wealth advisor | 30.2K | $5.9M | 0.0% | -6.9% |
| Stratos Wealth Advisors, LLC | Wealth advisor | 27.4K | $5.4M | 0.3% | +8.1% |
| Merit Financial Group, LLC | Wealth advisor | 26.6K | $5.2M | 0.0% | -1.2% |
| LINCOLN CAPITAL CORP | Wealth advisor | 25.7K | $5.1M | 1.9% | -0.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 23.8K | $4.7M | 0.0% | +21.0% |
| Redhawk Wealth Advisors, Inc. | Wealth advisor | 22.0K | $4.3M | 0.5% | -2.9% |
| ROYAL BANK OF CANADA | Bank broker | 20.8K | $4.1M | 0.0% | +418.1% |
| Betterment LLC | Wealth advisor | 20.6K | $4.1M | 0.0% | -1.0% |
| UMB Bank, n.a. | Diversified mechanical | 19.5K | $3.8M | 0.1% | +0.9% |
| Financial Freedom, LLC | Wealth advisor | 19.2K | $3.8M | 1.9% | +4.4% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 16.1K | $3.2M | 0.0% | -24.8% |
| Farther Finance Advisors, LLC | Wealth advisor | 14.8K | $3.0M | 0.0% | +1.3% |
| Wilkins Miller Wealth Management, LLC | Wealth advisor | 14.2K | $2.8M | 1.7% | +3.0% |
| WEDBUSH SECURITIES INC | Diversified mechanical | 14.1K | $2.8M | 0.1% | +26.9% |
| Kestra Advisory Services, LLC | Wealth advisor | 13.7K | $2.7M | 0.0% | +4.1% |
| Mariner, LLC | Diversified mechanical | 13.5K | $2.7M | 0.0% | +442.3% |
| Nova R Wealth, Inc. | Wealth advisor | 12.0K | $2.4M | 0.8% | -0.4% |
| BUILDER INVESTMENT GROUP INC /ADV ★2 | Fundamental diversified | 11.9K | $2.3M | 0.5% | New |
| Compass Ion Advisors, LLC | Wealth advisor | 10.4K | $2.0M | 0.2% | +25.8% |
| Janney Montgomery Scott LLC | Diversified mechanical | 10.2K | $2.0M | 0.0% | +9.4% |
| IEQ CAPITAL, LLC | Diversified mechanical | 10.1K | $2.0M | 0.0% | +23.3% |
| Aspect Partners, LLC | Wealth advisor | 9.8K | $1.9M | 0.8% | +2.8% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Diversified mechanical | 9.3K | $1.9M | 0.1% | +0.7% |
| Archford Capital Strategies, LLC | Wealth advisor | 9.2K | $1.8M | 0.2% | New |
| Valued Retirements, Inc. | Wealth advisor | 8.6K | $1.7M | 1.7% | +3.5% |
| Caitlin John, LLC | Wealth advisor | 8.2K | $1.6M | 1.0% | -10.3% |
| IAM Advisory, LLC | Wealth advisor | 8.1K | $1.6M | 0.4% | -1.9% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | Other | 7.8K | $1.5M | 0.1% | +27.4% |
| BLB&B Advisors, LLC | Wealth advisor | 7.3K | $1.4M | 0.1% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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