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Vanguard US Momentum Factor ETF
VFMO

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

200% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 9

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

2% more funds holding

Funds holding: 55 → 56 (+1)

2% more capital invested

Capital invested by funds: $182M → $186M (+$4.53M)

3.08% less ownership

Funds ownership: 68.66% → 65.58% (-3.1%)

100% less funds holding in top 10

Funds holding in top 10: 5 → 0 (-5)

Holders
56
Holders Change
+1
Holders Change %
+1.82%
% of All Funds
0.89%
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

Rank Fund Capital Flow
1
JAG
Journey Advisory Group
Kentucky
+$2.95M
2
AFM
Andesa Financial Management
Pennsylvania
+$1.72M
3
GWM
Geneos Wealth Management
Colorado
+$1.68M
4
DIA
Davidson Investment Advisors
Montana
+$1.5M
5
RWM
Ritholtz Wealth Management
New York
+$1.32M

Top Sellers

Rank Fund Capital Flow
1
MWP
Meredith Wealth Planning
Illinois
-$2.42M
2
UBS Group
UBS Group
Switzerland
-$1.47M
3
UB
UMB Bank
Missouri
-$1.31M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$904K
5
SHWM
Silicon Hills Wealth Management
Texas
-$758K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAN
26
Cetera Advisor Networks
California
$577K -$4.83K -42 -0.8%
GVAG
27
Great Valley Advisor Group
Delaware
$575K +$588K +5,113 New
SWM
28
Seed Wealth Management
Illinois
$544K +$132K +1,150 +31%
Creative Planning
29
Creative Planning
Kansas
$475K +$485K +4,223 New
GL
30
Graypoint LLC
New York
$416K – – –
MML Investors Services
31
MML Investors Services
Massachusetts
$398K +$148K +1,290 +57%
MSWMA
32
Market Street Wealth Management Advisors
Indiana
$387K +$18.7K +163 +5%
CCFM
33
Clear Creek Financial Management
Washington
$358K +$365K +3,177 New
SHWM
34
Silicon Hills Wealth Management
Texas
$337K -$758K -6,592 -69%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$307K +$109K +946 +53%
OC
36
Oppenheimer & Co
New York
$284K +$290K +2,520 New
HighTower Advisors
37
HighTower Advisors
Illinois
$279K +$285K +2,475 New
TC
38
TownSquare Capital
Utah
$254K – – –
NF
39
Norwood Financial
Pennsylvania
$237K -$21.3K -185 -8%
TFS
40
Thoroughbred Financial Services
Tennessee
$235K – – –
CPIG
41
Chicago Partners Investment Group
Illinois
$223K +$6.44K +56 +3%
PA
42
Parallel Advisors
California
$217K +$221K +1,925 New
AC
43
Avant Capital
Louisiana
$208K -$8.74K -76 -4%
Bank of America
44
Bank of America
North Carolina
$120K – – –
HI
45
Harbour Investments
Wisconsin
$72.7K +$14.1K +123 +24%
FHA
46
First Horizon Advisors
Tennessee
$64K – – –
ACA
47
Atlas Capital Advisors
Wyoming
$35.3K -$43.1K -375 -54%
AAS
48
Ameritas Advisory Services
Nebraska
$33.9K +$34.5K +300 New
BAM
49
Belpointe Asset Management
Nevada
$30.9K +$6.32K +55 +25%
BC
50
Barrett & Company
Rhode Island
$14.1K – – –
1
2
3

VFMO Hedge Fund Activity: Q1 2023 in Review

56 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Momentum Factor ETF (VFMO) for Q1 2023, worth a combined $186M — up 2.5% from $182M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new VFMO positions and 8 closed out — a net gain of 2 holders — while 27 added to existing stakes and 9 trimmed.

The largest buyer was Journey Advisory Group, opening a new position worth an estimated $2.95M. The largest seller was Meredith Wealth Planning, exiting entirely with an estimated $2.42M sold.

  • 56 institutional investors held Vanguard US Momentum Factor ETF (VFMO) as of Q1 2023, up from 55 in Q4 2022.
  • Funds reported $186M of Vanguard US Momentum Factor ETF stock for Q1 2023, up 2.5% quarter-over-quarter.
  • 10 funds opened new Vanguard US Momentum Factor ETF positions in Q1 2023 and 8 closed out, a net change of +2 holders.
  • The largest Vanguard US Momentum Factor ETF buyer in Q1 2023 was Journey Advisory Group, an estimated $2.95M added.
  • The largest Vanguard US Momentum Factor ETF seller in Q1 2023 was Meredith Wealth Planning, an estimated $2.42M sold.

Based on aggregated 13F filings for Q1 2023.