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Vanguard US Momentum Factor ETF
VFMO

Overview Fund Activity

56 hedge funds and large institutions have $186M invested in Vanguard US Momentum Factor ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
+1
Holders Change %
+1.82%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
27
Reduced
9
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JAG
Journey Advisory Group
Kentucky
$2.89M
2
GWM
Geneos Wealth Management
Colorado
$1.64M
3
DIA
Davidson Investment Advisors
Montana
$8.17M
4
RWM
Ritholtz Wealth Management
New York
$40.2M
5
ACM
Armbruster Capital Management
New York
$3.94M

Top Sellers

1
MWP
Meredith Wealth Planning
Illinois
$0
2
UBS Group
UBS Group
Switzerland
$818K
3
UB
UMB Bank
Missouri
$6.63M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$2.92M
5
SHWM
Silicon Hills Wealth Management
Texas
$337K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
26
Cetera Advisor Networks
California
$577K -$4.73K -42 -0.8%
GVAG
27
Great Valley Advisor Group
Delaware
$575K +$575K +5,113 New
SWM
28
Seed Wealth Management
Illinois
$544K +$129K +1,150 +31%
Creative Planning
29
Creative Planning
Kansas
$475K +$475K +4,223 New
GL
30
Graypoint LLC
New York
$416K – – –
MML Investors Services
31
MML Investors Services
Massachusetts
$398K +$145K +1,290 +57%
MSWMA
32
Market Street Wealth Management Advisors
Indiana
$387K +$18.3K +163 +5%
CCFM
33
Clear Creek Financial Management
Washington
$358K +$358K +3,177 New
SHWM
34
Silicon Hills Wealth Management
Texas
$337K -$742K -6,592 -69%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$307K +$106K +946 +53%
OC
36
Oppenheimer & Co
New York
$284K +$284K +2,520 New
HighTower Advisors
37
HighTower Advisors
Illinois
$279K +$279K +2,475 New
TC
38
TownSquare Capital
Utah
$254K – – –
NF
39
Norwood Financial
Pennsylvania
$237K -$20.8K -185 -8%
TFS
40
Thoroughbred Financial Services
Tennessee
$235K – – –
CPIG
41
Chicago Partners Investment Group
Illinois
$223K +$6.33K +56 +3%
PA
42
Parallel Advisors
California
$217K +$217K +1,925 New
AC
43
Avant Capital
Louisiana
$208K -$8.55K -76 -4%
Bank of America
44
Bank of America
North Carolina
$120K – – –
HI
45
Harbour Investments
Wisconsin
$72.7K +$13.8K +123 +24%
FHA
46
First Horizon Advisors
Tennessee
$64K – – –
ACA
47
Atlas Capital Advisors
Wyoming
$35.3K -$42.2K -375 -54%
AAS
48
Ameritas Advisory Services
Nebraska
$33.9K +$33.9K +300 New
BAM
49
Belpointe Asset Management
Nevada
$30.9K +$6.19K +55 +25%
BC
50
Barrett & Company
Rhode Island
$14.1K – – –
1
2
3