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Vanguard US Momentum Factor ETF
VFMO

40 hedge funds and large institutions have $126M invested in Vanguard US Momentum Factor ETF in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.68% more ownership

Funds ownership: 76.34% → 81.02% (+4.7%)

0% more funds holding

Funds holding: 40 → 40 (0)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

0% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 14

10% less capital invested

Capital invested by funds: $140M → $126M (-$14.4M)

Holders
40
Holders Change
–
Holders Change %
0%
% of All Funds
0.67%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
4
Increased
14
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CWM
Cabot Wealth Management
Massachusetts
+$7.19M
2
EWM
Empirical Wealth Management
Washington
+$4.58M
3
RWM
Ritholtz Wealth Management
New York
+$1.15M
4
SFS
Strategic Financial Services
New York
+$1.14M
5
NRW
Nova R Wealth
Kansas
+$881K

Top Sellers

Rank Fund Capital Flow
1
ECG
Edge Capital Group
Georgia
-$4.1M
2
Jane Street
Jane Street
New York
-$3.28M
3
FA
Fortis Advisors
Pennsylvania
-$877K
4
NR
Newfound Research
Massachusetts
-$785K
5
DIA
Davidson Investment Advisors
Montana
-$314K
Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
26
Tillar-Wenstrup Advisors
Ohio
$374K +$13.9K +119 +4%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$250K +$274K +2,348 New
ACA
28
Atlas Capital Advisors
Wyoming
$229K -$3.38K -29 -1%
AC
29
Avant Capital
Louisiana
$218K – – –
AAM
30
Autus Asset Management
Arizona
$214K -$233K -2,000 -50%
Bank of America
31
Bank of America
North Carolina
$114K – – –
FHA
32
First Horizon Advisors
Tennessee
$60K +$66.3K +569 New
GI
33
Gradient Investments
Minnesota
$27K – – –
APA
34
American Portfolios Advisors
New York
$17.1K – – –
AIP
35
Ahrens Investment Partners
Louisiana
$17K -$9.33K -80 -33%
CSB
36
City State Bank
Iowa
$11K – – –
FA
37
Fortis Advisors
Pennsylvania
$4K -$877K -7,526 -99%
PFBT
38
Parkside Financial Bank & Trust
Missouri
$4K +$3.85K +33 New
GIA
39
GHP Investment Advisors
Colorado
$2K – – –
Morgan Stanley
40
Morgan Stanley
New York
$1K – – –
PWA
41
Physician Wealth Advisors
Utah
– -$226K -1,858 Closed
FAG
42
Fortitude Advisory Group
Washington
– -$149K -1,180 Closed
Wells Fargo
43
Wells Fargo
California
– -$4.43K -38 Closed
CIBC Private Wealth Group
44
CIBC Private Wealth Group
Georgia
– -$4K -33 Closed
1
2

VFMO Hedge Fund Activity: Q2 2022 in Review

40 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Momentum Factor ETF (VFMO) for Q2 2022, worth a combined $126M — down 10% from $140M a quarter earlier.

Fund positioning in VFMO was balanced in Q2 2022: 4 funds opened new positions, 4 closed out, 14 added to existing stakes and 14 trimmed.

The largest buyer was Cabot Wealth Management, adding an estimated $7.19M. The largest seller was Edge Capital Group, cutting an estimated $4.1M.

  • 40 institutional investors held Vanguard US Momentum Factor ETF (VFMO) as of Q2 2022, unchanged from Q1 2022.
  • Funds reported $126M of Vanguard US Momentum Factor ETF stock for Q2 2022, down 10% quarter-over-quarter.
  • 4 funds opened new Vanguard US Momentum Factor ETF positions in Q2 2022 and 4 closed out, a net change of 0 holders.
  • The largest Vanguard US Momentum Factor ETF buyer in Q2 2022 was Cabot Wealth Management, an estimated $7.19M added.
  • The largest Vanguard US Momentum Factor ETF seller in Q2 2022 was Edge Capital Group, an estimated $4.1M sold.

Based on aggregated 13F filings for Q2 2022.