VFMO Institutional Ownership & Shareholders
VANGUARD US MOMENTUM FACTOR (VFMO) is currently held by 196 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $872.98M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Ritholtz Wealth Management is currently the largest disclosed institutional shareholder of VFMO tracked by InsiderSet, reporting ownership valued at approximately $184.05M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $160.35M, representing an estimated loss of -12.88% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 58% of the total disclosed VFMO value among the investors covered in this analysis. Major shareholders include Ritholtz Wealth Management, Strategic Financial Services, Inc., Lpl Financial Llc, and several other long-term asset managers with concentrated positions in VANGUARD US MOMENTUM FACTOR (VFMO).
This page ranks the largest institutional VFMO shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
196
Total Reported Value
$872.98M
Largest Holder
Ritholtz Wealth Management
Largest Position
$184.05M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
62
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ritholtz Wealth Management | 2.75% | 737,643 | $184,049,296 | $160,348,835 | -$23,700,461 | -12.88% | |
| Strategic Financial Services, Inc. | 2.99% | 273,656 | $68,279,912 | $59,487,341 | -$8,792,571 | -12.88% | |
| Lpl Financial Llc | 0.01% | 171,600 | $42,815,958 | $37,302,408 | -$5,513,550 | -12.88% | |
| Great Valley Advisor Group, Inc. | 0.65% | 165,303 | $41,244,596 | $35,933,566 | -$5,311,030 | -12.88% | |
| Davidson Investment Advisors | 1.65% | 174,188 | $39,552,869 | $37,864,987 | -$1,687,882 | -4.27% | |
| Raymond James Financial Inc | 0.01% | 156,997 | $39,172,235 | $34,128,008 | -$5,044,227 | -12.88% | |
| Cetera Investment Advisers | 0.02% | 99,597 | $24,850,389 | $21,650,396 | -$3,199,993 | -12.88% | |
| Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | 0.32% | 103,325 | $23,462,006 | $22,460,789 | -$1,001,218 | -4.27% | |
| Systelligence, Llc | 3.90% | 93,485 | $23,325,442 | $20,321,769 | -$3,003,673 | -12.88% | |
| Anderson Hoagland & Co | 1.66% | 100,347 | $21,771,285 | $21,813,431 | +$42,146 | +0.19% | |
| Envestnet Asset Management Inc | 0.00% | 84,133 | $20,992,049 | $18,288,832 | -$2,703,217 | -12.88% | |
| Two Sigma Investments, Lp | 0.01% | 65,700 | $16,392,807 | $14,281,866 | -$2,110,941 | -12.88% | |
| Bank Of America Corp | 0.00% | 61,024 | $15,226,132 | $13,265,397 | -$1,960,735 | -12.88% | |
| Ubs Group Ag | 0.00% | 57,661 | $14,386,996 | $12,534,348 | -$1,852,648 | -12.88% | |
| Win Advisors, Inc | 4.76% | 53,521 | $13,353,902 | $11,634,395 | -$1,719,507 | -12.88% | |
| Cabot Wealth Management Inc | 1.28% | 50,284 | $12,546,241 | $10,930,736 | -$1,615,505 | -12.88% | |
| Financial Partners Group, Inc | 1.27% | 53,785 | $12,212,970 | $11,691,783 | -$521,187 | -4.27% | |
| Armbruster Capital Management, Inc. | 1.60% | 46,951 | $10,661,164 | $10,206,208 | -$454,956 | -4.27% | |
| &Partners | 0.04% | 40,952 | $10,217,997 | $8,902,146 | -$1,315,851 | -12.88% | |
| Newedge Advisors, Llc | 0.03% | 40,946 | $10,216,437 | $8,900,841 | -$1,315,596 | -12.88% | |
| Mariner, Llc | 0.01% | 39,420 | $9,835,815 | $8,569,120 | -$1,266,695 | -12.88% | |
| Oppenheimer & Co Inc | 0.10% | 40,454 | $9,185,890 | $8,793,891 | -$391,999 | -4.27% | |
| Royal Bank Of Canada | 0.00% | 32,297 | $8,059,000 | $7,020,722 | -$1,038,278 | -12.88% | |
| Private Advisor Group, Llc | 0.04% | 31,630 | $7,892,026 | $6,875,729 | -$1,016,297 | -12.88% | |
| Builder Investment Group Inc | 1.59% | 34,605 | $7,857,913 | $7,522,435 | -$335,478 | -4.27% | |
| Thrivent Financial For Lutherans | 0.01% | 30,305 | $7,561,000 | $6,587,701 | -$973,299 | -12.87% | |
| Commonwealth Equity Services, Llc | 0.01% | 29,870 | $7,452,970 | $6,493,141 | -$959,829 | -12.88% | |
| Hobart Private Capital, Llc | 1.25% | 32,436 | $7,365,248 | $7,050,938 | -$314,310 | -4.27% | |
| Lincoln Capital Corp | 2.00% | 27,029 | $6,137,469 | $5,875,564 | -$261,905 | -4.27% | |
| Financial Freedom, Llc | 2.42% | 21,091 | $5,262,378 | $4,584,762 | -$677,616 | -12.88% | |
| Merit Financial Group, Llc | 0.03% | 21,013 | $5,243,030 | $4,567,806 | -$675,224 | -12.88% | |
| Betterment Llc | 0.01% | 20,695 | $5,164,000 | $4,498,679 | -$665,321 | -12.88% | |
| Stratos Wealth Advisors, Llc | 0.27% | 19,571 | $4,883,168 | $4,254,344 | -$628,824 | -12.88% | |
| Umb Bank, N.A. | 0.06% | 19,356 | $4,829,516 | $4,207,607 | -$621,909 | -12.88% | |
| Kestra Advisory Services, Llc | 0.02% | 19,270 | $4,807,952 | $4,188,913 | -$619,039 | -12.88% | |
| Osaic Holdings, Inc. | 0.01% | 18,876 | $4,710,768 | $4,103,265 | -$607,503 | -12.90% | |
| Goldman Sachs Group Inc | 0.00% | 17,846 | $4,452,755 | $3,879,363 | -$573,392 | -12.88% | |
| Archford Capital Strategies, Llc | 0.40% | 17,668 | $4,011,878 | $3,840,670 | -$171,208 | -4.27% | |
| My Wealth Management Inc. | 2.78% | 16,746 | $3,802,555 | $3,640,245 | -$162,310 | -4.27% | |
| Fortis Group Advisors, Llc | 0.59% | 14,722 | $3,673,384 | $3,200,268 | -$473,116 | -12.88% | |
| Wilkins Miller Wealth Management, Llc | 1.87% | 14,601 | $3,315,359 | $3,173,965 | -$141,394 | -4.26% | |
| Compass Ion Advisors, Llc | 0.24% | 12,359 | $2,806,442 | $2,686,599 | -$119,843 | -4.27% | |
| Ieq Capital, Llc | 0.01% | 11,116 | $2,773,648 | $2,416,396 | -$357,252 | -12.88% | |
| Nova R Wealth, Inc. | 0.77% | 11,597 | $2,633,404 | $2,520,956 | -$112,448 | -4.27% | |
| Janney Montgomery Scott Llc | 0.00% | 10,341 | $2,580,000 | $2,247,927 | -$332,073 | -12.87% | |
| International Assets Investment Management, Llc | 0.14% | 30,000 | $2,319,046 | $6,521,400 | +$4,202,354 | +181.21% | |
| Aspect Partners, Llc | 0.87% | 10,077 | $2,288,182 | $2,190,538 | -$97,644 | -4.27% | |
| Pw Nova Financial Services Llc | 0.46% | 9,918 | $2,252,088 | $2,155,975 | -$96,113 | -4.27% | |
| Caitlin John, Llc | 1.21% | 8,811 | $2,198,395 | $1,915,335 | -$283,060 | -12.88% | |
| Valued Retirements, Inc. | 1.82% | 8,115 | $2,024,810 | $1,764,039 | -$260,771 | -12.88% |
Frequently asked questions about VFMO
Who are the largest institutional holders of VFMO?
The largest institutional holders of VFMO reported in the latest SEC Form 13F filings include Ritholtz Wealth Management, Strategic Financial Services, Inc., Lpl Financial Llc, Great Valley Advisor Group, Inc., and Davidson Investment Advisors. InsiderSet ranks institutional holders by their latest reported VFMO position.
What is VFMO institutional ownership?
This page tracks VFMO positions reported by institutional investment managers through SEC Form 13F. VANGUARD US MOMENTUM FACTOR (VFMO) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own VFMO?
InsiderSet currently tracks 196 institutional managers reporting VFMO holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of VFMO shareholders.
How much VFMO stock do institutions own?
Institutional investment managers disclosed approximately $872.98M in VFMO holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was VFMO institutional ownership last updated?
The latest VFMO institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional VFMO holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its VFMO position after the reporting date.
Are institutions buying or selling VFMO?
Institutional buying and selling can be analyzed by comparing VFMO positions across consecutive 13F reporting periods. InsiderSet's VFMO Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View VFMO ownership changes.
How has VFMO institutional ownership changed over time?
InsiderSet tracks VFMO institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.