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Vanguard US Momentum Factor ETF
VFMO

48 hedge funds and large institutions have $140M invested in Vanguard US Momentum Factor ETF in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 20 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,600% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 1

150% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 8

50% more funds holding

Funds holding: 32 → 48 (+16)

25% more capital invested

Capital invested by funds: $112M → $140M (+$27.8M)

7.08% more ownership

Funds ownership: 65.99% → 73.07% (+7.1%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
48
Holders Change
+16
Holders Change %
+50%
% of All Funds
0.74%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
17
Increased
20
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UB
UMB Bank
Missouri
+$6.23M
2
DIA
Davidson Investment Advisors
Montana
+$3.68M
3
Jane Street
Jane Street
New York
+$2.88M
4
GL
Graypoint LLC
New York
+$1.98M
5
NR
Newfound Research
Massachusetts
+$1.62M

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$433K
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$311K
3
ACA
Atlas Capital Advisors
Wyoming
-$214K
4
TWA
Tillar-Wenstrup Advisors
Ohio
-$183K
5
KAS
Kestra Advisory Services
Texas
-$112K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
26
LPL Financial
California
$528K +$23.3K +173 +5%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$519K +$525K +3,898 New
Osaic Holdings
28
Osaic Holdings
Arizona
$500K +$307K +2,284 +156%
CPIG
29
Chicago Partners Investment Group
Illinois
$495K +$1.48K +11 +0.3%
TWA
30
Tillar-Wenstrup Advisors
Ohio
$453K -$183K -1,360 -29%
ACA
31
Atlas Capital Advisors
Wyoming
$422K -$214K -1,593 -33%
DTC
32
Davidson Trust Company
Washington
$373K +$377K +2,800 New
AIP
33
Ahrens Investment Partners
Louisiana
$345K +$349K +2,590 New
FEM
34
Fulcrum Equity Management
Texas
$316K +$8.48K +63 +3%
AC
35
Avant Capital
Louisiana
$293K +$296K +2,203 New
AAM
36
Autus Asset Management
Arizona
$286K -$673 -5 -0.2%
SHWM
37
Silicon Hills Wealth Management
Texas
$268K +$271K +2,014 New
PWA
38
Physician Wealth Advisors
Utah
$238K +$942 +7 +0.4%
FAG
39
Fortitude Advisory Group
Washington
$157K +$159K +1,180 New
FHA
40
First Horizon Advisors
Tennessee
$70K +$71.2K +529 New
GI
41
Gradient Investments
Minnesota
$33K – – –
SCA
42
Snowden Capital Advisors
New York
$28K +$28.9K +215 New
APA
43
American Portfolios Advisors
New York
$21.3K – – –
CFCI
44
Comprehensive Financial Consultants Institutional
Indiana
$8K +$9.69K +72 New
Morgan Stanley
45
Morgan Stanley
New York
$1K – – –
FTUS
46
Flow Traders U.S.
New York
– -$433K -3,365 Closed
BHWM
47
Beaird Harris Wealth Management
Texas
– +$135 +1 New
Wells Fargo
48
Wells Fargo
California
– +$135 +1 +100%
Fidelity Investments
49
Fidelity Investments
Massachusetts
– +$269 +2 New
1
2

VFMO Hedge Fund Activity: Q4 2021 in Review

48 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Momentum Factor ETF (VFMO) for Q4 2021, worth a combined $140M — up 25% from $112M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new VFMO positions and 1 closed out — a net gain of 16 holders — while 20 added to existing stakes and 8 trimmed.

The largest buyer was UMB Bank, opening a new position worth an estimated $6.23M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $433K sold.

  • 48 institutional investors held Vanguard US Momentum Factor ETF (VFMO) as of Q4 2021, up from 32 in Q3 2021.
  • Funds reported $140M of Vanguard US Momentum Factor ETF stock for Q4 2021, up 25% quarter-over-quarter.
  • 17 funds opened new Vanguard US Momentum Factor ETF positions in Q4 2021 and 1 closed out, a net change of +16 holders.
  • The largest Vanguard US Momentum Factor ETF buyer in Q4 2021 was UMB Bank, an estimated $6.23M added.
  • The largest Vanguard US Momentum Factor ETF seller in Q4 2021 was Flow Traders U.S., an estimated $433K sold.

Based on aggregated 13F filings for Q4 2021.