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Get Institutions for : 
Vanguard Us Momentum Factor Etf (VFMO)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 64    3
Total shares held : 
 1,823,012  
% of shares held : 
 20.26%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -13  
Amount of shares held : 
 -71,596  
% of shares held change : 
   -0.8%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
5
 31,219
 1.71%
 
Increased Positions :
14
 59,327
 3.25%
 
Unchanged Positions :
21
 136,591
 7.49%
 
Decreased Positions :
24
-119,381
-6.55%
 
Closed Positions :
8
-42,761
-2.35%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Comprehensive Portfolio Management LLC 11 - 2024-03-31 421,309 $63,736,000 530
   STRATEGIC INVESTMENT ADVISORS, INC 11 - 2023-12-31 274,780 $36,076,000 5,506
   ANDERSON HOAGLAND & CO 11 - 2024-03-31 138,544 $20,358,000 1,368
   CABOT MONEY MANAGEMENT INC 12 - 2023-12-31 129,063 $16,945,000 -535
   DAVIDSON INVESTMENT ADVISORS 53 - 2023-12-31 115,542 $15,170,000 19,635
   ENVESTNET ASSET MANAGEMENT INC 1214 - 2023-12-31 110,625 $14,524,000 -9,808
   Schulz Wealth LTD. 2 - 2024-03-31 83,393 $12,616,000 1,982
   Symmetry Partner LLC 33 - 2024-03-31 73,487 $11,117,000 9,309
   EMPIRICAL FINANCIAL SERVICES, LLC 65 - 2023-12-31 68,672 $9,016,000 -10,146
   WIN ADVISORS INC 13 *New 2024-03-31 49,680 $7,516,000 49,680
   LINCOLN CAPITAL CORP 14 - 2024-03-31 33,688 $5,096,000 775
   Armbruster Capital Management Inc. 25 - 2023-12-31 37,515 $4,925,000 1,225
   LPL FINANCIAL CORP 1692 - 2023-12-31 37,036 $4,863,000 4,648
   Journey Advisory Group LLC 47 - 2023-12-31 33,064 $4,341,000 2,692
   UMB BANK N A/MO 179 - 2024-03-31 26,695 $4,038,000 -741
   Frisch Financial Group Inc. 21 - 2023-12-31 27,440 $3,603,000 -378
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1402 - 2024-03-31 20,177 $3,052,000 -638
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 145 *New 2023-12-31 18,988 $2,493,000 18,988
   GREAT VALLEY ADVISOR GROUP INC. 219 - 2023-12-31 17,577 $2,308,000 3,991
   Nova R Wealth Inc. 22 - 2024-03-31 13,129 $1,986,000 -632
   Geneos Wealth Management Inc. - 2023-12-31 12,826 $1,684,000 -1,330
   UBS Group AG 3148 - 2023-12-31 10,636 $1,396,000 1,778
   ROYAL BANK OF CANADA 2868 - 2023-12-31 10,272 $1,349,000 -545
   Kestra Advisory Services LLC 998 - 2023-12-31 9,633 $1,265,000 2
   IAM Advisory LLC 52 *New 2024-03-31 8,081 $1,223,000 8,081
   Andesa Financial Management Inc. 51 - 2022-12-31 10,525 $1,200,000 237
   BLB&B ADVISORS LLC 118 - 2024-03-31 7,250 $1,097,000 0
   Edge Capital Group LLC 155 - 2023-12-31 8,302 $1,090,000 -58,381
   Aspect Partners LLC 24 - 2023-12-31 7,920 $1,040,000 0
   DRIVE WEALTH MANAGEMENT LLC 75 - 2024-03-31 6,423 $972,000 3,346
   MERCER GLOBAL ADVISORS INC /ADV 1135 - 2023-12-31 5,339 $701,000 -6,577
   MML INVESTORS SERVICES LLC 1605 - 2023-12-31 4,881 $641,000 -15,066
   Advisor Group Holdings Inc. 3008 - 2023-12-31 4,464 $586,000 -1,387
   TECTONIC ADVISORS LLC 193 - 2023-12-31 4,459 $585,000 -15
   FINANCIAL NETWORK 1751 - 2023-12-31 4,404 $578,000 -355
   CREATIVE PLANNING 1643 - 2023-12-31 4,223 $554,000 0
   COMMONWEALTH EQUITY SERVICES LLC. 2580 - 2023-12-31 4,118 $541,000 93
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2239 - 2024-03-31 3,404 $515,000 1,101
   JNB Advisors LLC 264 - 2023-12-31 3,714 $488,000 0
   Seed Wealth Management Inc. 56 - 2024-03-31 3,230 $487,000 0
   HIGHTOWER ADVISORS, LLC 2294 - 2023-12-31 3,681 $483,000 -71
   RAYMOND JAMES & ASSOCIATES 3068 - 2024-03-31 2,985 $452,000 1,192
   PRINCIPAL SECURITIES INC. 629 - 2023-12-31 3,418 $449,000 0
   Buckingham Strategic Partners 274 - 2023-12-31 3,231 $424,000 89
   Clear Creek Financial Management LLC 280 - 2024-03-31 2,630 $398,000 -83
   Envestnet Portfolio Solutions Inc. 1148 - 2023-12-31 3,016 $396,000 -66
   WARREN AVERETT ASSET MANAGEMENT, LLC 326 - 2023-12-31 2,991 $393,000 0
   THOROUGHBRED FINANCIAL SERVICES LLC 412 - 2023-12-31 2,934 $385,000 0
   Kathmere Capital Management LLC 200 - 2024-03-31 2,427 $367,000 0
   Silicon Hills Wealth Management LLC 64 - 2023-06-30 2,991 $363,000 -1
   Caitlin John LLC 81 - 2023-12-31 2,700 $354,000 0
   Chicago Partners Investment Group LLC 553 *New 2024-03-31 2,223 $319,000 2,223
   GSG Advisors LLC 85 - 2024-03-31 1,835 $275,000 0
   Norwood Financial Corp 56 - 2024-03-31 1,813 $274,000 0
   MELFA WEALTH MANAGEMENT LLC 121 *New 2024-03-31 1,716 $260,000 1,716
   LINCOLN NATIONAL CORP 920 - 2023-12-31 1,973 $259,000 6
   Parallel Advisors LLC 744 - 2023-12-31 1,740 $228,000 -175
   AUTUS ASSET MANAGEMENT, LLC 141 - 2022-12-31 1,925 $220,000 0
   HARBOUR INVESTMENTS INC. 1167 - 2023-12-31 690 $91,000 -68
   FTB Advisors Inc. 737 - 2024-03-31 569 $86,000 0
   Glass Jacobson Investment Advisors llc 310 *New 2024-03-31 447 $68,000 447
   AdvisorNet Financial Inc 778 *New 2024-03-31 365 $55,000 365
   ATLAS CAPITAL ADVISORS LLC 594 - 2024-03-31 182 $28,000 0
   BARRETT & COMPANY INC. 366 - 2024-03-31 125 $19,000 0
   Castleview Partners LLC 454 - 2023-12-31 133 $17,000 0
   SIMPLEX TRADING LLC 1752 *New 2024-03-31 100 $15,000 100
   City State Bank 437 - 2024-03-31 100 $15,000 0
   MORGAN STANLEY 6329 - 2023-12-31 97 $13,000 91
   PARKSIDE FINANCIAL BANK & TRUST 1228 - 2023-12-31 52 $7,000 0
   CFG ASSET MANAGEMENT LLC 348 - 2023-12-31 25 $3,000 0
   Global Retirement Partners LLC 2532 *New 2024-03-31 21 $3,000 21
   FMR LLC 4499 *New 2023-12-31 14 $2,000 14
   GHP INVESTMENT ADVISORS INC 798 - 2024-03-31 9 $1,000 -9
   THRIVENT FINANCIAL FOR LUTHERANS 2426 *Closed 2023-12-31 0 $0 -25,932
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6098 *Closed 2023-12-31 0 $0 -2,934
   FLOW TRADERS U.S. LLC 986 *Closed 2023-12-31 0 $0 -1,883
   WELLS FARGO & CO/MN 6487 - 2023-12-31 0 $0 -1
   TOWNSQUARE CAPITAL LLC 1210 *Closed 2023-12-31 0 $0 -3,425
   PROEQUITIES INC. 8574 - 2023-12-31 0 $0 0
   JANE STREET GROUP LLC 5893 *Closed 2023-12-31 0 $0 -2,693
   Octavia Wealth Advisors LLC 232 *Closed 2024-03-31 0 $0 -7,347
   BANK OF AMERICA CORP /DE/ 6854 *Closed 2023-12-31 0 $0 -1,070
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1816 *Closed 2023-12-31 0 $0 -3,021
  83 Records found
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