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Vanguard US Momentum Factor ETF
VFMO

55 hedge funds and large institutions have $182M invested in Vanguard US Momentum Factor ETF in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,500% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 1

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

64% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 11

31% more funds holding

Funds holding: 42 → 55 (+13)

22% more capital invested

Capital invested by funds: $149M → $182M (+$32.9M)

28.45% less ownership

Funds ownership: 97.11% → 68.66% (-28%)

Holders
55
Holders Change
+13
Holders Change %
+30.95%
% of All Funds
0.88%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
16
Increased
18
Reduced
11
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AHC
Anderson Hoagland & Co
Missouri
+$4.88M
2
SL
Systelligence LLC
Minnesota
+$4.46M
3
UBS Group
UBS Group
Switzerland
+$2.11M
4
SFS
Strategic Financial Services
New York
+$1.85M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.71M

Top Sellers

Rank Fund Capital Flow
1
RWM
Ritholtz Wealth Management
New York
-$936K
2
Citadel Advisors
Citadel Advisors
Florida
-$385K
3
EWM
Empirical Wealth Management
Washington
-$226K
4
PFS
Prospera Financial Services
Texas
-$173K
5
ACM
Armbruster Capital Management
New York
-$130K
Name Holding Trade Value Shares
Change 		Change in
Stake
TI
26
Tidal Investments
Wisconsin
$572K +$582K +5,016 New
Osaic Holdings
27
Osaic Holdings
Arizona
$476K +$23.2K +200 +5%
GL
28
Graypoint LLC
New York
$421K – – –
TA
29
Tectonic Advisors
Texas
$421K +$428K +3,690 New
SWM
30
Seed Wealth Management
Illinois
$420K +$427K +3,680 New
MSWMA
31
Market Street Wealth Management Advisors
Indiana
$374K +$380K +3,276 New
PFS
32
Prospera Financial Services
Texas
$317K -$173K -1,495 -35%
NF
33
Norwood Financial
Pennsylvania
$261K -$59.7K -515 -18%
TC
34
TownSquare Capital
Utah
$257K +$262K +2,256 New
MML Investors Services
35
MML Investors Services
Massachusetts
$257K +$261K +2,250 New
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$253K +$258K +2,225 New
TFS
37
Thoroughbred Financial Services
Tennessee
$238K +$243K +2,092 New
CPIG
38
Chicago Partners Investment Group
Illinois
$228K +$6.84K +59 +3%
AAM
39
Autus Asset Management
Arizona
$220K – – –
AC
40
Avant Capital
Louisiana
$219K -$13.8K -119 -6%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$203K -$114K -984 -36%
Bank of America
42
Bank of America
North Carolina
$122K – – –
ACA
43
Atlas Capital Advisors
Wyoming
$78.6K -$4.06K -35 -5%
FHA
44
First Horizon Advisors
Tennessee
$64.9K – – –
HI
45
Harbour Investments
Wisconsin
$59.6K +$60.6K +523 New
GI
46
Gradient Investments
Minnesota
$28.5K – – –
BAM
47
Belpointe Asset Management
Nevada
$25.1K +$25.5K +220 New
IA
48
IFP Advisors
Florida
$22K +$32.7K +282 New
NA
49
NewEdge Advisors
Louisiana
$18.8K +$19.1K +165 New
BC
50
Barrett & Company
Rhode Island
$14.3K – – –
1
2
3

VFMO Hedge Fund Activity: Q4 2022 in Review

55 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Momentum Factor ETF (VFMO) for Q4 2022, worth a combined $182M — up 22% from $149M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new VFMO positions and 1 closed out — a net gain of 15 holders — while 18 added to existing stakes and 11 trimmed.

The largest buyer was Anderson Hoagland & Co, adding an estimated $4.88M. The largest seller was Ritholtz Wealth Management, cutting an estimated $936K.

  • 55 institutional investors held Vanguard US Momentum Factor ETF (VFMO) as of Q4 2022, up from 42 in Q3 2022.
  • Funds reported $182M of Vanguard US Momentum Factor ETF stock for Q4 2022, up 22% quarter-over-quarter.
  • 16 funds opened new Vanguard US Momentum Factor ETF positions in Q4 2022 and 1 closed out, a net change of +15 holders.
  • The largest Vanguard US Momentum Factor ETF buyer in Q4 2022 was Anderson Hoagland & Co, an estimated $4.88M added.
  • The largest Vanguard US Momentum Factor ETF seller in Q4 2022 was Ritholtz Wealth Management, an estimated $936K sold.

Based on aggregated 13F filings for Q4 2022.