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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
   CABOT MONEY MANAGEMENT INC 7 - 2024-03-31 127,421 $19,276,000 -1,642
   ENVESTNET ASSET MANAGEMENT INC 1214 - 2023-12-31 110,625 $14,524,000 -9,808
   EMPIRICAL FINANCIAL SERVICES, LLC 70 - 2024-03-31 64,987 $9,831,000 -3,685
   Armbruster Capital Management Inc. 24 - 2024-03-31 37,240 $5,634,000 -275
   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
   Nova R Wealth Inc. 22 - 2024-03-31 13,129 $1,986,000 -632
   Geneos Wealth Management Inc. 273 - 2024-03-31 11,500 $1,740,000 -1,326
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 183 - 2024-03-31 10,801 $1,634,000 -8,187
   ROYAL BANK OF CANADA 2868 - 2023-12-31 10,272 $1,349,000 -545
   Edge Capital Group LLC 155 - 2023-12-31 8,302 $1,090,000 -58,381
   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
   TECTONIC ADVISORS LLC 205 - 2024-03-31 3,857 $584,000 -602
   FINANCIAL NETWORK 1751 - 2023-12-31 4,404 $578,000 -355
   JNB Advisors LLC 265 - 2024-03-31 3,609 $546,000 -105
   HIGHTOWER ADVISORS, LLC 2277 - 2024-03-31 3,135 $475,000 -546
   PRINCIPAL SECURITIES INC. 689 - 2024-03-31 3,120 $472,000 -298
   Clear Creek Financial Management LLC 280 - 2024-03-31 2,630 $398,000 -83
   Silicon Hills Wealth Management LLC 64 - 2023-06-30 2,991 $363,000 -1
   THOROUGHBRED FINANCIAL SERVICES LLC 352 - 2024-03-31 2,148 $324,000 -786
   Parallel Advisors LLC 791 - 2024-03-31 1,565 $237,000 -175
   HARBOUR INVESTMENTS INC. 1167 - 2023-12-31 690 $91,000 -68
   GHP INVESTMENT ADVISORS INC 798 - 2024-03-31 9 $1,000 -9
  25 Records found
  1    
  Page 1 of 1
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