VFMO institutional holders

Vanguard U.S. Momentum Factor ETF · 202 reporting institutions · $871.6M reported value

Funds that can replace VFMO · VFMO return decomposition

Institutional holdings

Institutions reporting VFMO, largest first
InstitutionReported positionAdvisors at firmReport period
Ritholtz Wealth Management$184M582026-06-30
Strategic Financial Services, Inc.$68.3M282026-06-30
Lpl Financial LLC$42.8M23,4582026-06-30
Great Valley Advisor Group, LLC$41.2M2052026-06-30
Raymond James Financial Inc$39.2M02026-06-30
Davidson Investment Advisors, Inc.$39M172026-06-30
Anderson Hoagland & Co$27.4M72026-06-30
Empirical Financial Services, LLC D.b.a. Empirical Wealth Management$26M02026-06-30
Cetera Investment Advisers$24.9M10,3702026-06-30
Systelligence, LLC$23.3M32026-06-30
Envestnet Pmc$21M602026-06-30
Two Sigma Investments, LP$16.4M02026-06-30
Bank of America Corp /de$15.2M02026-06-30
UBS Group AG$14.4M02026-06-30
Win Advisors, Inc$13.4M42026-06-30
Financial Partners Group, Inc$13.3M92026-06-30
Cabot Wealth Management Inc$12.5M92026-06-30
Armbruster Capital Management, Inc.$11.9M62026-06-30
&partners$10.2M5552026-06-30
Newedge Advisors$10.2M6012026-06-30
Oppenheimer & Co. Inc.$10.1M1,1662026-06-30
Mariner, LLC$9.8M02026-06-30
Builder Investment Group Inc /adv$8.4M32026-06-30
Hobart Private Capital, LLC$8.1M122026-06-30
Royal Bank of Canada$8.1M02026-06-30
Private Advisor Group, LLC$7.9M9272026-06-30
Commonwealth Equity Services, LLC$7.5M2,8632026-06-30
Lincoln Capital Corp$6.6M32026-06-30
Financial Freedom$5.3M32026-06-30
Merit Financial Group, LLC$5.2M2952026-06-30
Stratos Wealth Advisors, LLC$4.9M712026-06-30
Umb Bank, N.A.$4.8M02026-06-30
Kestra Advisory Services, LLC$4.8M1,4792026-06-30
Osaic Holdings, Inc.$4.7M02026-06-30
Goldman Sachs Group Inc$4.5M02026-06-30
Wilkins Miller Wealth Management, LLC$3.7M22026-06-30
Fortis Group Advisors, LLC$3.7M252026-06-30
Redhawk Wealth Advisors, Inc.$3.2M432026-06-30
Compass Ion Advisors, LLC$3M172026-06-30
Nova R Wealth, Inc.$3M52026-06-30
Farther Finance Advisors, LLC$2.8M3342026-06-30
Ieq Capital, LLC$2.8M1972026-06-30
Archford Capital Strategies, LLC$2.6M162026-06-30
International Assets Investment Management, LLC$2.4M1222026-06-30
Aspect Partners, LLC$2.3M52026-06-30
Caitlin John, LLC$2.2M242026-06-30
My Wealth Management Inc.$2.2M22026-06-30
Valued Retirements, Inc.$2M32026-06-30
Iam Advisory, LLC$2M02026-06-30
Pfg Advisors$1.9M832026-06-30
MML Investors Services, LLC$1.9M5,1202026-06-30
Blom & Howell Financial Planning, Inc.$1.9M22026-06-30
Tfb Advisors LLC$1.9M182026-06-30
Blb&b Advisors, LLC$1.8M202026-06-30
Equitable Holdings, Inc.$1.8M02026-06-30
Certus Wealth Management, LLC$1.7M02025-09-30
Fifth Third Bancorp$1.7M02026-06-30
Benjamin Edwards Inc$1.6M02026-06-30
Comerica Bank$1.6M02025-12-31
Tidal Investments LLC$1.6M02026-06-30
Clearstead; Clearstead Advisory Solutions$1.5M642026-06-30
Quantinno Capital Management LP$1.5M02026-06-30
Wealth High Governance Asset Management Ltda.$1.4M02026-06-30
Mercer Global Advisors Inc /adv$1.4M02026-06-30
Madison Wealth Partners, Inc$1.3M412026-06-30
Focus Partners Advisor Solutions, LLC$1.3M422026-06-30
O'Shaughnessy Asset Management, LLC$1.3M582026-06-30
Odyssey Capital Advisors, Inc.$1.2M52026-06-30
Harbour Investments, Inc.$1.2M2472026-06-30
Wealthcare Investment Partners LLC$1.2M62026-06-30
Apollon Wealth Management, LLC$1.2M1512026-06-30
Global Retirement Partners LLC$1.1M4912026-06-30
Ethos Financial Group, LLC$986.3K02026-06-30
Concurrent Investment Advisors, LLC$979.4K3492026-06-30
Kathmere Capital Management, LLC$958.6K172026-06-30
Sagespring Wealth Partners$943K1262026-06-30
Redwood Family Wealth LLC$922.9K32026-06-30
Ifp Advisors, Inc$905.7K3182026-06-30
Principal Securities, Inc.$888.2K1,4632026-06-30
Wealthcare Advisory Partners LLC$875.5K1702026-06-30
Belpointe Asset Management LLC$873.7K1702026-06-30
Harbor Asset Planning, Inc.$862K22026-06-30
Advisory Services Network$850.6K2532026-06-30
United Advisor Group, LLC$824.1K582026-06-30
Onedigital Investment Advisors LLC$815.8K3862026-06-30
Smith, Moore & Co.$815.6K452026-06-30
Cerity Partners LLC$795.8K7772026-06-30
Diversify Advisory Services, LLC$786.8K1162026-06-30
Diversify Wealth Management, LLC$786.8K782026-06-30
Breakwater Capital Group$776.5K52026-06-30
Lazari Capital Management, Inc.$769.4K112026-06-30
Virtus Family Office LLC$756.5K22026-06-30
Creative Planning$752K1,1712026-06-30
Morgan Stanley$691.9K23,1852026-06-30
Fiduciary Financial Advisors$684.5K512026-06-30
Northwestern Mutual Wealth Management Co$637.7K02026-06-30
Arkadios Wealth Advisors$632K2262026-06-30
Creativeone Wealth, LLC$628.8K2212026-06-30
Thepartners Wealth Management$607.5K372026-06-30
Pacific Sun Financial Corp$604.9K32026-06-30
Robertson Stephens Wealth Management, LLC$603.3K722026-06-30
Waverly Advisors, LLC$587.8K2312026-06-30
Uptick Partners, LLC$584.9K172026-06-30
Seed Wealth Management, Inc.$581.4K12026-06-30
Signal Advisors Wealth, LLC$579.5K452026-06-30
Flagship Wealth Advisors, LLC$561.4K92026-06-30
Davidson Trust Co$553.4K02026-06-30
D.A. Davidson & Co.$539.9K6892026-06-30
Stifel Financial Corp$514K02026-06-30
Chicago Partners Investment Group LLC$482.8K572026-06-30
Scs Capital Management LLC$471.9K802026-06-30
Gsg Advisors LLC$449.4K32026-06-30
Advisornet Wealth Partners$446.4K582026-06-30
Integrated Wealth Concepts LLC$437.6K4802026-06-30
Orcam Financial Group, LLC$436.2K12026-06-30
Seia$423.5K1412026-06-30
Orser Capital Management, LLC$414.4K32026-06-30
Silver Oak Securities, Incorporated$405.7K1172026-06-30
Foster Group, Inc.$386K582026-06-30
Coquina Private Wealth LLC$370.3K72026-06-30
Swiftwater Capital$364K12026-06-30
Wealth Enhancement Advisory Services, LLC$353.3K1,0262026-06-30
Bnb Wealth Management, LLC$352.8K52026-06-30
Stonehearth Capital Management, LLC$347.8K52026-06-30
Prospera Financial Services, Inc.$333.6K2702026-06-30
Pinnacle Financial Group, LLC / Il$323.4K42026-06-30
Avant Capital, LLC$319.8K22026-06-30
Alesco Advisors, LLC, An Esl Company$318.1K142026-06-30
Huntington National Bank$299.4K02026-06-30
Clark Wealth Partners, LLC$298.2K42026-06-30
World Investment Advisors$297.6K3592026-06-30
Clear Creek Financial Management, LLC$296K442026-06-30
Perigon Wealth Management, LLC$289.7K922026-06-30
Hub Investment Partners, LLC$286.2K1182026-06-30
Savant Wealth Management$283.4K4052026-06-30
J.W. Cole Advisors, Inc.$275.9K4992026-06-30
Keybank National Association/oh$274.5K02026-06-30
Parallel Advisors, LLC$274.5K752026-06-30
McCartney Wealth Management LLC$260K22026-06-30
Empirical Finance, LLC$259.5K02026-06-30
Factor Investing Group$253.7K42026-06-30
Proactive Wealth Strategies, LLC$253.6K52026-06-30
Ameritas Advisory Services, LLC$251.8K5502026-06-30
Private Wealth Partners, LLC$251.5K62026-06-30
Money Concepts Capital Corp$250.2K3892026-06-30
Fulcrum Wealth Management$244.5K52026-06-30
Savvy Advisors, Inc.$234.3K2142026-06-30
Nations Financial Group Inc, /ia/ /adv$231.3K02026-06-30
Sigma Planning Corp$230.2K4742026-06-30
Cadence Bank$229.5K02025-12-31
CIBC Bancorp USA Inc.$216.6K02026-06-30
Baird Financial Group, Inc.$216.1K02026-06-30
Kane Investment Management, Inc.$214.8K52026-06-30
Brookwood Investment Group LLC$212K692026-06-30
Meredith Wealth Planning$210.7K22026-06-30
Main Street Financial Solutions, LLC$210.6K412026-06-30
Essex Financial Services, Inc.$202.5K332026-06-30
City State Bank$190.9K02026-06-30
Fmr LLC$141.6K02026-06-30
PNC Financial Services Group, Inc.$99.8K02026-06-30
Steward Partners Investment Advisory, LLC$87.6K4812026-06-30
Strategic Wealth Partners, Ltd.$81.6K02026-06-30
North Star Investment Management Corporation$81.3K112026-06-30
Vanguard Advisers Inc$77.4K2,4692026-06-30
Ameriflex Group, Inc.$65.6K2122026-06-30
Bank of Montreal /can$64.8K02026-06-30
Geneos Wealth Management, Inc.$51.9K1932026-06-30
Parkside Financial Bank & Trust$39.8K02026-03-31
Ae Wealth Management LLC$39.7K4712026-06-30
Versant Capital Management, Inc.$35.2K112026-06-30
Barrett & Company, Inc.$31.2K42026-06-30
Atlas Capital Advisors Inc.$27.4K82026-06-30
Glass Jacobson Investment Advisors LLC$26.2K102026-06-30
Medallion Wealth Advisors, LLC$17.7K62026-06-30
Cwm, LLC$16.8K6672026-03-31
Tidemark, LLC$16.7K82026-06-30
Salem Investment Counselors Inc$14K132026-06-30
Horizon Investments, LLC$12.5K272026-06-30
Spire Wealth Management$10.5K32026-06-30
Central Pacific Bank - Trust Division$9.7K02026-06-30
Pittenger & Anderson Inc$8.7K142026-06-30
Cambridge Investment Research Advisors, Inc.$8.7K3,9402026-03-31
Thrivent Financial for Lutherans$7.6K02026-06-30
Sunbelt Securities, Inc.$6.3K632026-03-31
Betterment LLC$5.2K282026-06-30
Jones Financial Companies LLLP$4.8K02026-06-30
Wedbush Securities Inc$4.5K2202026-06-30
Assetmark, Inc$3.7K2202026-06-30
Wells Fargo & Company/mn$3.2K02026-06-30
Janney Montgomery Scott LLC$2.6K1,3422026-06-30
Ghp Investment Advisors Inc$2.2K272026-06-30
Thoroughbred Financial Services, LLC$2K342026-06-30
Essential Investment Partners LLC$1.5K22026-06-30
Hhm Wealth Advisors, LLC$1.2K122026-06-30
Hrt Financial LP$80902026-06-30
Ashton Thomas Private Wealth, LLC$499962026-06-30
Park Avenue Securities LLC$4741,9082026-06-30
Capital Analysts, LLC$2836082026-06-30
Blackrock, Inc.$17902026-06-30
Jpmorgan Chase & Co$13002026-06-30
Avion Wealth$26122026-06-30
Hazlett, Burt & Watson, Inc.$2202026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30