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Vanguard US Momentum Factor (VFMO)

CUSIP: 921935508 | NYSE | 314 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Davidson Investment Advisors174,188
1.7% of portfolio›$39.6M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management103,325
0.3% of portfolio›$23.5M
Anderson Hoagland & Co100,347
1.7% of portfolio›$21.8M
Cambridge Investment Research Advisors, Inc.55,965
0.0% of portfolio›$12.7K
Financial Partners Group, Inc53,785
1.3% of portfolio›$12.2M
Systelligence, LLC52,669
0.8% of portfolio›$4.9M
Armbruster Capital Management, Inc.46,951
1.6% of portfolio›$10.7M
Oppenheimer & Co Inc40,454
0.1% of portfolio›$9.2M
Builder Investment Group Inc34,605
1.6% of portfolio›$7.9M
Commonwealth Equity Services, LLC33,188
0.0% of portfolio›$7.5M
Hobart Private Capital, LLC32,436
1.2% of portfolio›$7.4M
Lincoln Capital Corp27,029
2.0% of portfolio›$6.1M
Kestra Advisory Services, LLC21,357
0.0% of portfolio›$4.8M
Wedbush Securities Inc19,681
0.0% of portfolio›$4.5K
Archford Capital Strategies, LLC17,668
0.4% of portfolio›$4.0M
MY Wealth Management Inc.16,746
2.8% of portfolio›$3.8M
Wilkins Miller Wealth Management, LLC14,601
1.9% of portfolio›$3.3M
Compass Ion Advisors, LLC12,359
0.2% of portfolio›$2.8M
Nova R Wealth, Inc.11,597
0.8% of portfolio›$2.6M
International Assets Investment Management, LLC10,127
0.1% of portfolio›$2.3M
Aspect Partners, LLC10,077
0.9% of portfolio›$2.3M
PW Nova Financial Services LLC9,918
0.5% of portfolio›$2.3M
TFB Advisors LLC8,898
0.8% of portfolio›$2.0M
PFG Advisors8,572
0.1% of portfolio›$1.9M
Kestra Private Wealth Services, LLC7,968
0.0% of portfolio›$1.8M
Wealthcare Advisory Partners LLC7,829
0.0% of portfolio›$1.8M
BLB&B Advisors, LLC7,250
0.1% of portfolio›$1.6M
Redhawk Wealth Advisors, Inc.6,039
0.1% of portfolio›$1.4M
Elevation Capital Advisory, LLC4,683
0.4% of portfolio›$1.1M
Apollon Wealth Management, LLC4,655
0.0% of portfolio›$1.1M
Sagespring Wealth Partners, LLC4,374
0.0% of portfolio›$993.2K
Concurrent Investment Advisors, LLC3,976
0.0% of portfolio›$902.8K
Harbor Asset Planning, Inc.3,937
0.7% of portfolio›$894.0K
Odyssey Capital Advisors, Inc.3,877
0.6% of portfolio›$880.2K
Kathmere Capital Management, LLC3,842
0.0% of portfolio›$872.4K
Redwood Family Wealth LLC3,699
0.7% of portfolio›$839.9K
IFP Advisors, Inc3,665
0.0% of portfolio›$832.2K
Breakwater Capital Group3,588
0.1% of portfolio›$814.7K
Virtus Family Office LLC3,525
0.6% of portfolio›$800.4K
United Advisor Group, LLC3,303
0.1% of portfolio›$750.0K
Diversify Wealth Management, LLC3,226
0.0% of portfolio›$717.2K
Diversify Advisory Services, LLC3,226
0.0% of portfolio›$717.2K
Lazari Capital Management, Inc.3,084
0.2% of portfolio›$700.2K
Creative Planning3,038
0.0% of portfolio›$689.8K
Partners Wealth Management, LLC2,416
0.1% of portfolio›$548.7K
Uptick Partners, LLC2,401
0.1% of portfolio›$545.3K
Seed Wealth Management, Inc.2,330
0.3% of portfolio›$529.1K
Flagship Wealth Advisors, LLC2,250
0.1% of portfolio›$510.9K
Davidson Trust Co2,218
0.2% of portfolio›$503.6K
Chicago Partners Investment Group LLC2,076
0.0% of portfolio›$449.4K
D.A. Davidson & Co.2,058
0.0% of portfolio›$467.3K
AdvisorNet Financial, Inc1,956
0.0% of portfolio›$434.7K
Park Avenue Securities LLC1,947
0.0% of portfolio›$442
GSG Advisors LLC1,801
0.1% of portfolio›$409.0K
Signature Estate & Investment Advisors LLC1,785
0.0% of portfolio›$405.2K
Farther Finance Advisors, LLC1,782
0.0% of portfolio›$404.6K
Robertson Stephens Wealth Management, LLC1,737
0.0% of portfolio›$394.4K
Signal Advisors Wealth, LLC1,603
0.0% of portfolio›$364.1K
Foster Group, Inc.1,554
0.0% of portfolio›$352.9K
Pinnacle Financial Group, LLC / IL1,503
0.1% of portfolio›$341.2K
Wealth Enhancement Advisory Services, LLC1,499
0.0% of portfolio›$341.5K
Coquina Private Wealth LLC1,484
0.2% of portfolio›$337.0K
BNB Wealth Management, LLC1,409
0.2% of portfolio›$319.9K
Stonehearth Capital Management, LLC1,407
0.1% of portfolio›$319.6K
Clear Creek Financial Management, LLC1,169
0.0% of portfolio›$265.4K
Clark Wealth Partners1,168
0.1% of portfolio›$265.2K
Perigon Wealth Management, LLC1,161
0.0% of portfolio›$263.6K
HUB Investment Partners, LLC1,147
0.0% of portfolio›$260.4K
Parallel Advisors, LLC1,100
0.0% of portfolio›$249.8K
City State Bank1,015
0.1% of portfolio›$230.5K
Private Wealth Partners, LLC1,008
0.0% of portfolio›$228.9K
Keybank National Association994
0.0% of portfolio›$225.7K
Cowa, LLC979
0.1% of portfolio›$222.3K
Sigma Planning Corp972
0.0% of portfolio›$220.6K
North Star Investment Management Corp.326
0.0% of portfolio›$74.1K
Monetary Solutions, Ltd310
0.1% of portfolio›$70.4K
Parkside Financial Bank & Trust202
0.0% of portfolio›$45.9K
Versant Capital Management, Inc141
0.0% of portfolio›$32.0K
Barrett & Company, Inc.125
0.0% of portfolio›$28.4K
Avion Wealth107
0.0% of portfolio›$24
Glass Jacobson Investment Advisors llc88
0.0% of portfolio›$20.0K
Pittenger & Anderson Inc80
0.0% of portfolio›$18.2K
Spire Wealth Management44
0.0% of portfolio›$10.0K
CoreCap Advisors, LLC42
0.0% of portfolio›$9.5K
Central Pacific Bank - Trust Division39
0.0% of portfolio›$8.9K
Assetmark, Inc15
0.0% of portfolio›$3.4K
GHP Investment Advisors, Inc.9
0.0% of portfolio›$2.0K
Capital Investment Advisory Services, LLC6
0.0% of portfolio›$1.4K
Essential Investment Partners LLC6
0.0% of portfolio›$1.4K
Simplex Trading, LLC3
0.0% of portfolio›$681
Ashton Thomas Private Wealth, LLC2
0.0% of portfolio›$454
StyleTurnoverLocationFiled
Davidson Investment Advisors
174,188$39.6M1.7%CoreLowGreat Falls, MT2026-10-20
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
103,325$23.5M0.3%GrowthVery LowSeattle, WA2026-10-27
Anderson Hoagland & Co
100,347$21.8M1.7%ETFLowSt Louis, MO2026-10-23
Cambridge Investment Research Advisors, Inc.
55,965$12.7K0.0%ETFLowFairfield, IA2026-11-02
Financial Partners Group, Inc
53,785$12.2M1.3%ETFLowOverland Park, KS2026-10-19
Systelligence, LLC
52,669$4.9M0.8%ETFHighBloomington, MN2026-11-05
Armbruster Capital Management, Inc.
46,951$10.7M1.6%ETFVery LowPittsford, NY2026-10-19
Oppenheimer & Co Inc
40,454$9.2M0.1%CoreLowNew York, NY2026-10-26
Builder Investment Group Inc
34,605$7.9M1.6%GrowthVery LowAtlanta, GA2026-10-22
Commonwealth Equity Services, LLC
33,188$7.5M0.0%ETFLowWaltham, MA2026-11-02
Hobart Private Capital, LLC
32,436$7.4M1.2%ETFMediumCharlotte, NC2026-10-19
Lincoln Capital Corp
27,029$6.1M2.0%ETFMediumEast Greenwich, RI2026-10-13
Kestra Advisory Services, LLC
21,357$4.8M0.0%CoreLowAustin, TX2026-11-02
Wedbush Securities Inc
19,681$4.5K0.0%CoreLowPasadena, CA2026-10-22
Archford Capital Strategies, LLC
17,668$4.0M0.4%GrowthMediumSwansea, IL2026-10-19
MY Wealth Management Inc.
16,746$3.8M2.8%ETFVery HighGermantown, MD2026-10-21
Wilkins Miller Wealth Management, LLC
14,601$3.3M1.9%ETFVery LowMobile, AL2026-10-13
Compass Ion Advisors, LLC
12,359$2.8M0.2%ETFVery LowConshohocken, PA2026-10-23
Nova R Wealth, Inc.
11,597$2.6M0.8%ETFLowOverland Park, KS2026-10-26
International Assets Investment Management, LLC
10,127$2.3M0.1%CoreVery HighOrlando, FL2026-11-02
Aspect Partners, LLC
10,077$2.3M0.9%ETFMediumFairfax, VA2026-10-20
PW Nova Financial Services LLC
9,918$2.3M0.5%ETFLowNewtown, PA2026-10-15
TFB Advisors LLC
8,898$2.0M0.8%ETFLowOverland Park, KS2026-11-02
PFG Advisors
8,572$1.9M0.1%ETFMediumPhoenix, AZ2026-10-16
Kestra Private Wealth Services, LLC
7,968$1.8M0.0%GrowthLowAustin, TX2026-10-30
Wealthcare Advisory Partners LLC
7,829$1.8M0.0%ETFLowWest Chester, PA2026-10-21
BLB&B Advisors, LLC
7,250$1.6M0.1%ETFLowMontgomeryville, PA2026-10-27
Redhawk Wealth Advisors, Inc.
6,039$1.4M0.1%ETFHighMinneapolis, MN2026-10-14
Elevation Capital Advisory, LLC
4,683$1.1M0.4%ETFVery HighBend, OR2026-10-29
Apollon Wealth Management, LLC
4,655$1.1M0.0%GrowthLowMount Pleasant, SC2026-10-23
Sagespring Wealth Partners, LLC
4,374$993.2K0.0%ETFLowFranklin, TN2026-10-22
Concurrent Investment Advisors, LLC
3,976$902.8K0.0%GrowthMediumTampa, FL2026-10-16
Harbor Asset Planning, Inc.
3,937$894.0K0.7%ETFVery LowBelmont, MA2026-10-23
Odyssey Capital Advisors, Inc.
3,877$880.2K0.6%ETFLowBala Cynwyd, PA2026-10-26
Kathmere Capital Management, LLC
3,842$872.4K0.0%ETFLowWayne, PA2026-10-20
Redwood Family Wealth LLC
3,699$839.9K0.7%GrowthLowPlano, TX2026-10-20
IFP Advisors, Inc
3,665$832.2K0.0%GrowthLowTampa, FL2026-10-16
Breakwater Capital Group
3,588$814.7K0.1%ETFLowParamus, NJ2026-10-09
Virtus Family Office LLC
3,525$800.4K0.6%Deep ValueMediumEl Paso, TX2026-10-30
United Advisor Group, LLC
3,303$750.0K0.1%ETFLowCincinnati, OH2026-11-03
Diversify Wealth Management, LLC
3,226$717.2K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
3,226$717.2K0.0%GrowthLowSandy, UT2026-10-20
Lazari Capital Management, Inc.
3,084$700.2K0.2%GrowthLowBurbank, CA2026-10-20
Creative Planning
3,038$689.8K0.0%IndexVery LowOverland Park, KS2026-11-02
Partners Wealth Management, LLC
2,416$548.7K0.1%CoreLowCarmel By The Sea, CA2026-10-28
Uptick Partners, LLC
2,401$545.3K0.1%ETFLowNacogdoches, TX2026-11-04
Seed Wealth Management, Inc.
2,330$529.1K0.3%ETFMediumEvanston, IL2026-10-20
Flagship Wealth Advisors, LLC
2,250$510.9K0.1%ETFLowWakefield, MA2026-11-03
Davidson Trust Co
2,218$503.6K0.2%CoreLowSeattle, WA2026-10-09
Chicago Partners Investment Group LLC
2,076$449.4K0.0%GARPLowChicago, IL2026-10-27
D.A. Davidson & Co.
2,058$467.3K0.0%CoreLowGreat Falls, MT2026-10-28
AdvisorNet Financial, Inc
1,956$434.7K0.0%ETFLowMinnetonka, MN2026-10-15
Park Avenue Securities LLC
1,947$4420.0%ETFMediumNew York, NY2026-10-26
GSG Advisors LLC
1,801$409.0K0.1%ETFVery LowMount Laurel, NJ2026-11-03
Signature Estate & Investment Advisors LLC
1,785$405.2K0.0%ETFMediumLos Angeles, CA2026-10-13
Farther Finance Advisors, LLC
1,782$404.6K0.0%IndexLowSan Francisco, CA2026-10-08
Robertson Stephens Wealth Management, LLC
1,737$394.4K0.0%ETFMediumSan Francisco, CA2026-10-16
Signal Advisors Wealth, LLC
1,603$364.1K0.0%ETFLowDetroit, MI2026-10-13
Foster Group, Inc.
1,554$352.9K0.0%ETFVery LowUrbandale, IA2026-10-13
Pinnacle Financial Group, LLC / IL
1,503$341.2K0.1%ETFVery LowWestern Springs, IL2026-10-29
Wealth Enhancement Advisory Services, LLC
1,499$341.5K0.0%CoreLowPlymouth, MN2026-10-13
Coquina Private Wealth LLC
1,484$337.0K0.2%ETFVery LowPort Charlotte, FL2026-10-27
BNB Wealth Management, LLC
1,409$319.9K0.2%ETFMediumSilver Spring, MD2026-10-28
Stonehearth Capital Management, LLC
1,407$319.6K0.1%ETFMediumDanvers, MA2026-10-13
Clear Creek Financial Management, LLC
1,169$265.4K0.0%ETFMediumSilverdale, WA2026-10-28
Clark Wealth Partners
1,168$265.2K0.1%ETFVery LowO'Fallon, IL2026-10-19
Perigon Wealth Management, LLC
1,161$263.6K0.0%GrowthLowSan Francisco, CA2026-10-22
HUB Investment Partners, LLC
1,147$260.4K0.0%GrowthLowAustin, TX2026-11-03
Parallel Advisors, LLC
1,100$249.8K0.0%IndexLowSan Francisco, CA2026-11-03
City State Bank
1,015$230.5K0.1%GrowthVery LowNorwalk, IA2026-10-20
Private Wealth Partners, LLC
1,008$228.9K0.0%GrowthLowMill Valley, CA2026-10-22
Keybank National Association
994$225.7K0.0%CoreLowBrooklyn, OH2026-11-04
Cowa, LLC
979$222.3K0.1%ETFMediumTulsa, OK2026-10-30
Sigma Planning Corp
972$220.6K0.0%GrowthMediumAnn Arbor, MI2026-10-23
North Star Investment Management Corp.
326$74.1K0.0%CoreLowChicago, IL2026-10-27
Monetary Solutions, Ltd
310$70.4K0.1%ETFVery LowDayton, OH2026-10-22
Parkside Financial Bank & Trust
202$45.9K0.0%CoreVery LowSaint Louis, MO2026-10-27
Versant Capital Management, Inc
141$32.0K0.0%GARPLowPhoenix, AZ2026-10-02
Barrett & Company, Inc.
125$28.4K0.0%ETFLowProvidence, RI2026-10-22
Avion Wealth
107$240.0%ETFLowThe Woodlands, TX2026-11-04
Glass Jacobson Investment Advisors llc
88$20.0K0.0%ETFLowOwings Mills, MD2026-10-26
Pittenger & Anderson Inc
80$18.2K0.0%CoreLowLincoln, NE2026-11-02
Spire Wealth Management
44$10.0K0.0%GrowthMediumMclean, VA2026-10-30
CoreCap Advisors, LLC
42$9.5K0.0%ETFMediumSouthfield, MI2026-10-08
Central Pacific Bank - Trust Division
39$8.9K0.0%CoreMediumHonolulu, HI2026-10-06
Assetmark, Inc
15$3.4K0.0%ETFLowConcord, CA2026-10-21
GHP Investment Advisors, Inc.
9$2.0K0.0%CoreVery LowDenver, CO2026-10-15
Capital Investment Advisory Services, LLC
6$1.4K0.0%CoreMediumRaleigh, NC2026-10-30
Essential Investment Partners LLC
6$1.4K0.0%GrowthLowEnglewood, CO2026-10-27
Simplex Trading, LLC
3$6810.0%CoreVery HighChicago, IL2026-11-04
Ashton Thomas Private Wealth, LLC
2$4540.0%CoreMediumScottsdale, AZ2026-11-03