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Vanguard US Momentum Factor ETF
VFMO

63 hedge funds and large institutions have $204M invested in Vanguard US Momentum Factor ETF in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

16% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 19

2% more funds holding

Funds holding: 62 → 63 (+1)

2.61% less ownership

Funds ownership: 66.72% → 64.11% (-2.6%)

9% less capital invested

Capital invested by funds: $225M → $204M (-$20.3M)

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
63
Holders Change
+1
Holders Change %
+1.61%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
22
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SP
Symmetry Partners
Connecticut
+$7.96M
2
RWM
Ritholtz Wealth Management
New York
+$2.71M
3
DIA
Davidson Investment Advisors
Montana
+$1.79M
4
GVAG
Great Valley Advisor Group
Delaware
+$1.2M
5
MML Investors Services
MML Investors Services
Massachusetts
+$877K

Top Sellers

Rank Fund Capital Flow
1
SL
Systelligence LLC
Minnesota
-$13.4M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$3.28M
3
UB
UMB Bank
Missouri
-$2.81M
4
FFG
Frisch Financial Group
New York
-$1.35M
5
TI
Tidal Investments
Wisconsin
-$647K
Name Holding Trade Value Shares
Change 		Change in
Stake
BBA
26
BLB&B Advisors
Pennsylvania
$822K +$866K +7,250 New
Osaic Holdings
27
Osaic Holdings
Arizona
$663K +$55K +460 +9%
CAN
28
Cetera Advisor Networks
California
$540K -$25K -209 -4%
TA
29
Tectonic Advisors
Texas
$507K -$39.1K -327 -7%
Creative Planning
30
Creative Planning
Kansas
$479K – – –
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$456K +$20.4K +171 +4%
HighTower Advisors
32
HighTower Advisors
Illinois
$426K -$29.6K -248 -6%
GL
33
Graypoint LLC
New York
$421K +$2.39K +20 +0.5%
TC
34
TownSquare Capital
Utah
$388K +$49.1K +411 +14%
SWM
35
Seed Wealth Management
Illinois
$366K – – –
FPAS
36
Focus Partners Advisor Solutions
Missouri
$356K – – –
Envestnet Portfolio Solutions
37
Envestnet Portfolio Solutions
Illinois
$349K +$368K +3,082 New
CCFM
38
Clear Creek Financial Management
Washington
$348K -$8.01K -67 -2%
OSAM
39
O'Shaughnessy Asset Management
Connecticut
$343K +$36.2K +303 +11%
WA
40
Waverly Advisors
Alabama
$339K – – –
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$333K -$37.8K -316 -10%
TFS
42
Thoroughbred Financial Services
Tennessee
$332K +$127K +1,062 +57%
Jane Street
43
Jane Street
New York
$305K -$264K -2,208 -45%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$287K -$525K -4,395 -63%
KCM
45
Kathmere Capital Management
Pennsylvania
$274K +$289K +2,419 New
NF
46
Norwood Financial
Pennsylvania
$252K +$14.3K +120 +6%
LNC
47
Lincoln National Corp
Pennsylvania
$223K +$239 +2 +0.1%
PA
48
Parallel Advisors
California
$217K – – –
FTUS
49
Flow Traders U.S.
New York
$214K +$225K +1,883 New
GA
50
GSG Advisors
New Jersey
$208K +$219K +1,835 New
1
2
3

VFMO Hedge Fund Activity: Q3 2023 in Review

63 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Momentum Factor ETF (VFMO) for Q3 2023, worth a combined $204M — down 9% from $225M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new VFMO positions and 5 closed out — a net gain of 2 holders — while 22 added to existing stakes and 19 trimmed.

The largest buyer was Symmetry Partners, opening a new position worth an estimated $7.96M. The largest seller was Systelligence LLC, exiting entirely with an estimated $13.4M sold.

  • 63 institutional investors held Vanguard US Momentum Factor ETF (VFMO) as of Q3 2023, up from 62 in Q2 2023.
  • Funds reported $204M of Vanguard US Momentum Factor ETF stock for Q3 2023, down 9% quarter-over-quarter.
  • 7 funds opened new Vanguard US Momentum Factor ETF positions in Q3 2023 and 5 closed out, a net change of +2 holders.
  • The largest Vanguard US Momentum Factor ETF buyer in Q3 2023 was Symmetry Partners, an estimated $7.96M added.
  • The largest Vanguard US Momentum Factor ETF seller in Q3 2023 was Systelligence LLC, an estimated $13.4M sold.

Based on aggregated 13F filings for Q3 2023.