Who owns Vanguard U.S. Momentum Factor ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of VFMO from SEC Form 13F filings across 200 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 200 institutions disclosed 3.6M shares of Vanguard U.S. Momentum Factor ETF worth $908.2M — about 41.5% of shares outstanding; the largest disclosed holder is RITHOLTZ WEALTH MANAGEMENT. Source: SEC Form 13F filings, parsed by EvidInvest.
200
13F holders
$908.2M
value, 2026 filers
41.5%
of shares outstanding (3.6M sh)
48
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of VFMO's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | RITHOLTZ WEALTH MANAGEMENT | 737,643 | $184.0M | 2.7% | 8.4% | +4.3% |
| 2 | Strategic Financial Services, Inc. | 273,656 | $68.3M | 3.0% | 3.1% | -4.2% |
| 3 | LPL Financial LLC | 171,600 | $42.8M | 0.0% | 2% | +13.0% |
| 4 | GREAT VALLEY ADVISOR GROUP, INC. | 165,303 | $41.2M | 0.7% | 1.9% | +2.9% |
| 5 | RAYMOND JAMES FINANCIAL INC | 156,997 | $39.2M | 0.0% | 1.8% | +4.6% |
| 6 | DAVIDSON INVESTMENT ADVISORS | 156,341 | $39.0M | 1.6% | 1.8% | +1.8% |
| 7 | ANDERSON HOAGLAND & CO | 109,865 | $27.4M | 2.1% | 1.3% | -3.8% |
| 8 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 104,019 | $26.0M | 0.4% | 1.2% | -4.8% |
| 9 | Cetera Investment Advisers | 99,597 | $24.9M | 0.0% | 1.1% | +32.0% |
| 10 | Systelligence, LLC | 93,485 | $23.3M | 3.9% | 1.1% | -9.3% |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 84,133 | $21.0M | 0.0% | 1% | -8.4% |
| 12 | TWO SIGMA INVESTMENTS, LPNEW | 65,700 | $16.4M | 0.0% | 0.7% | new |
| 13 | BANK OF AMERICA CORP /DE/ | 61,024 | $15.2M | 0.0% | 0.7% | +82.7% |
| 14 | Cambridge Investment Research Advisors, Inc. | 60,770 | $15.2M | 0.0% | 0.7% | +37.6% |
| 15 | UBS Group AG | 57,661 | $14.4M | 0.0% | 0.7% | +33.1% |
| 16 | WIN ADVISORS, INC | 53,521 | $13.4M | 4.8% | 0.6% | -3.7% |
| 17 | Financial Partners Group, Inc | 53,315 | $13.3M | 1.4% | 0.6% | +1.0% |
| 18 | CABOT WEALTH MANAGEMENT INC | 50,284 | $12.5M | 1.3% | 0.6% | -57.2% |
| 19 | Armbruster Capital Management, Inc. | 47,516 | $11.9M | 1.8% | 0.5% | -4.2% |
| 20 | &PARTNERS | 40,952 | $10.2M | 0.0% | 0.5% | +3.9% |
| 21 | NewEdge Advisors, LLCNEW | 40,946 | $10.2M | 0.0% | 0.5% | new |
| 22 | OPPENHEIMER & CO INCNEW | 40,457 | $10.1M | 0.1% | 0.5% | new |
| 23 | Mariner, LLC | 39,420 | $9.8M | 0.0% | 0.4% | +192.7% |
| 24 | BUILDER INVESTMENT GROUP INC /ADV | 33,690 | $8.4M | 1.7% | 0.4% | +182.7% |
| 25 | Hobart Private Capital, LLC | 32,338 | $8.1M | 1.4% | 0.4% | +0.9% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.