Vanguard US Momentum Factor ETF
VFMO
30 hedge funds and large institutions have $51.7M invested in Vanguard US Momentum Factor ETF in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 1 closing their positions.
900% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 1
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
43% more funds holding
Funds holding: 21 → 30 (+9)
32% more capital invested
Capital invested by funds: $39.3M → $51.7M (+$12.4M)
0% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 9
7.91% less ownership
Funds ownership: 60% → 52.09% (-7.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AHC
Anderson Hoagland & Co
St Louis,
Missouri
|
+$3.95M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.26M |
| 3 |
NR
Newfound Research
Wellesley Hills,
Massachusetts
|
+$984K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$897K |
| 5 |
FA
Fortis Advisors
Wayne,
Pennsylvania
|
+$796K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.83M |
| 2 |
SFS
Strategic Financial Services
Utica,
New York
|
-$361K |
| 3 |
ECG
Edge Capital Group
Atlanta,
Georgia
|
-$79.9K |
| 4 |
ACM
Armbruster Capital Management
Pittsford,
New York
|
-$77.6K |
| 5 |
CPIG
Chicago Partners Investment Group
Chicago,
Illinois
|
-$36.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GI
26
Gradient Investments
Arden Hills,
Minnesota
| $31K | – | – | – |
|
|
APA
27
American Portfolios Advisors
Holbrook,
New York
| $19.8K | +$19.9K | +160 | New |
|
|
VFA
28
Valeo Financial Advisors
Carmel,
Indiana
| $5K | -$869 | -7 | -16% |
|
29
Morgan Stanley
New York
| $1K | +$621 | +5 | New |
|
|
PFO
30
Pathstone Family Office
Englewood,
New Jersey
| – | -$35K | -307 | Closed |
|
VFMO Hedge Fund Activity: Q1 2021 in Review
30 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Momentum Factor ETF (VFMO) for Q1 2021, worth a combined $51.7M — up 32% from $39.3M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new VFMO positions and 1 closed out — a net gain of 9 holders — while 9 added to existing stakes and 9 trimmed.
The largest buyer was Anderson Hoagland & Co, adding an estimated $3.95M. The largest seller was Citadel Advisors, cutting an estimated $1.83M.
- 30 institutional investors held Vanguard US Momentum Factor ETF (VFMO) as of Q1 2021, up from 21 in Q4 2020.
- Funds reported $51.7M of Vanguard US Momentum Factor ETF stock for Q1 2021, up 32% quarter-over-quarter.
- 10 funds opened new Vanguard US Momentum Factor ETF positions in Q1 2021 and 1 closed out, a net change of +9 holders.
- The largest Vanguard US Momentum Factor ETF buyer in Q1 2021 was Anderson Hoagland & Co, an estimated $3.95M added.
- The largest Vanguard US Momentum Factor ETF seller in Q1 2021 was Citadel Advisors, an estimated $1.83M sold.
Based on aggregated 13F filings for Q1 2021.