VANGUARD US MOMENTUM FACTOR (VFMO) Institutional Shareholders
VANGUARD US MOMENTUM FACTOR (VFMO) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $677.96M in VFMO holdings during the latest filing period.
Ritholtz Wealth Management is currently the largest disclosed institutional shareholder of VFMO tracked by InsiderSet, reporting ownership valued at approximately $139.39M in its March 31, 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 $160.31M, representing an estimated gain of +15.01% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 62% of the total disclosed VFMO value among the investors covered in this analysis. Major shareholders include Ritholtz Wealth Management, Strategic Financial Services, Inc., Davidson Investment Advisors, 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
175
Total Reported Value
$677.96M
Largest Holder
Ritholtz Wealth Management
Largest Position
$139.39M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
132
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ritholtz Wealth Management | 2.42% | 707,199 | $139,388,862 | $160,314,941 | +$20,926,079 | +15.01% | |
| Strategic Financial Services, Inc. | 2.68% | 285,538 | $56,279,543 | $64,728,609 | +$8,449,066 | +15.01% | |
| Davidson Investment Advisors | 1.59% | 156,341 | $39,008,643 | $35,440,941 | -$3,567,702 | -9.15% | |
| Great Valley Advisor Group, Inc. | 0.58% | 160,647 | $31,663,807 | $36,417,068 | +$4,753,261 | +15.01% | |
| Lpl Financial Llc | 0.01% | 151,875 | $29,934,508 | $34,428,544 | +$4,494,036 | +15.01% | |
| Raymond James Financial Inc | 0.01% | 150,035 | $29,571,903 | $34,011,434 | +$4,439,531 | +15.01% | |
| Anderson Hoagland & Co | 2.15% | 109,865 | $27,412,416 | $24,905,297 | -$2,507,119 | -9.15% | |
| Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | 0.38% | 104,019 | $25,953,890 | $23,580,067 | -$2,373,823 | -9.15% | |
| Systelligence, Llc | 3.90% | 93,485 | $23,325,442 | $21,192,115 | -$2,133,327 | -9.15% | |
| Envestnet Asset Management Inc | 0.00% | 84,133 | $20,992,049 | $19,072,110 | -$1,919,939 | -9.15% | |
| Cetera Investment Advisers | 0.02% | 75,468 | $14,874,696 | $17,107,841 | +$2,233,145 | +15.01% | |
| Cabot Wealth Management Inc | 1.28% | 50,284 | $12,546,241 | $11,398,880 | -$1,147,361 | -9.15% | |
| Armbruster Capital Management, Inc. | 1.77% | 47,516 | $11,855,717 | $10,771,402 | -$1,084,315 | -9.15% | |
| Win Advisors, Inc | 5.01% | 55,549 | $10,948,745 | $12,592,403 | +$1,643,658 | +15.01% | |
| Financial Partners Group, Inc | 1.24% | 52,775 | $10,401,957 | $11,963,565 | +$1,561,608 | +15.01% | |
| Oppenheimer & Co Inc | 0.11% | 40,457 | $10,094,426 | $9,171,197 | -$923,229 | -9.15% | |
| Ubs Group Ag | 0.00% | 43,329 | $8,540,146 | $9,822,251 | +$1,282,105 | +15.01% | |
| Builder Investment Group Inc | 1.67% | 33,690 | $8,405,942 | $7,637,186 | -$768,756 | -9.15% | |
| Hobart Private Capital, Llc | 1.38% | 32,338 | $8,068,659 | $7,330,701 | -$737,958 | -9.15% | |
| Private Advisor Group, Llc | 0.04% | 31,630 | $7,892,026 | $7,170,205 | -$721,821 | -9.15% | |
| &Partners | 0.04% | 39,411 | $7,771,292 | $8,934,080 | +$1,162,788 | +14.96% | |
| Commonwealth Equity Services, Llc | 0.01% | 29,870 | $7,452,970 | $6,771,230 | -$681,740 | -9.15% | |
| Lincoln Capital Corp | 2.15% | 26,571 | $6,629,776 | $6,023,380 | -$606,396 | -9.15% | |
| Bank Of America Corp | 0.00% | 33,399 | $6,583,001 | $7,571,219 | +$988,218 | +15.01% | |
| Stratos Wealth Advisors, Llc | 0.33% | 27,371 | $5,394,973 | $6,204,732 | +$809,759 | +15.01% | |
| Merit Financial Group, Llc | 0.03% | 21,013 | $5,243,030 | $4,763,437 | -$479,593 | -9.15% | |
| Kestra Advisory Services, Llc | 0.02% | 19,270 | $4,807,952 | $4,368,316 | -$439,636 | -9.14% | |
| Royal Bank Of Canada | 0.00% | 20,818 | $4,103,000 | $4,719,232 | +$616,232 | +15.02% | |
| Umb Bank, N.A. | 0.05% | 19,478 | $3,839,114 | $4,415,468 | +$576,354 | +15.01% | |
| Financial Freedom, Llc | 1.89% | 19,229 | $3,790,107 | $4,359,022 | +$568,915 | +15.01% | |
| Wilkins Miller Wealth Management, Llc | 2.03% | 14,800 | $3,692,671 | $3,355,012 | -$337,659 | -9.14% | |
| Fortis Group Advisors, Llc | 0.59% | 14,722 | $3,673,384 | $3,337,330 | -$336,054 | -9.15% | |
| Redhawk Wealth Advisors, Inc. | 0.32% | 12,853 | $3,206,972 | $2,913,647 | -$293,325 | -9.15% | |
| Osaic Holdings, Inc. | 0.00% | 16,073 | $3,168,688 | $3,643,588 | +$474,900 | +14.99% | |
| Nova R Wealth, Inc. | 0.87% | 11,920 | $2,974,207 | $2,702,145 | -$272,062 | -9.15% | |
| Farther Finance Advisors, Llc | 0.02% | 11,147 | $2,781,288 | $2,526,913 | -$254,375 | -9.15% | |
| Mariner, Llc | 0.00% | 13,470 | $2,654,969 | $3,053,514 | +$398,545 | +15.01% | |
| Archford Capital Strategies, Llc | 0.26% | 10,409 | $2,597,152 | $2,359,616 | -$237,536 | -9.15% | |
| International Assets Investment Management, Llc | 0.14% | 9,783 | $2,376,692 | $2,217,708 | -$158,984 | -6.69% | |
| Aspect Partners, Llc | 0.87% | 9,331 | $2,328,178 | $2,115,244 | -$212,934 | -9.15% | |
| Compass Ion Advisors, Llc | 0.19% | 10,368 | $2,043,534 | $2,350,322 | +$306,788 | +15.01% | |
| Ieq Capital, Llc | 0.01% | 10,086 | $1,987,888 | $2,286,395 | +$298,507 | +15.02% | |
| Iam Advisory, Llc | 0.39% | 7,927 | $1,977,823 | $1,796,972 | -$180,851 | -9.14% | |
| Pfg Advisors | 0.10% | 7,680 | $1,916,286 | $1,740,979 | -$175,307 | -9.15% | |
| Nova Wealth Management, Inc. | 0.99% | 7,172 | $1,789,507 | $1,625,821 | -$163,686 | -9.15% | |
| Valued Retirements, Inc. | 1.66% | 8,627 | $1,700,401 | $1,955,655 | +$255,254 | +15.01% | |
| Caitlin John, Llc | 0.98% | 8,216 | $1,619,308 | $1,862,485 | +$243,177 | +15.02% | |
| Benjamin Edwards Inc | 0.01% | 6,372 | $1,589,842 | $1,444,469 | -$145,373 | -9.14% | |
| Blb&B Advisors, Llc | 0.06% | 7,250 | $1,428,975 | $1,643,503 | +$214,528 | +15.01% | |
| Fifth Third Bancorp | 0.00% | 7,171 | $1,413,404 | $1,625,594 | +$212,190 | +15.01% |
Frequently asked questions about VFMO
Who owns the most VFMO stock?
The largest holders of VFMO are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for VANGUARD US MOMENTUM FACTOR (VFMO).
Is VFMO widely held by superinvestors?
Many widely followed stocks like VFMO appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly VFMO is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.