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Vanguard US Momentum Factor ETF
VFMO

Overview Fund Activity

63 hedge funds and large institutions have $240M invested in Vanguard US Momentum Factor ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
–
Holders Change %
0%
% of All Funds
0.92%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
9
Increased
15
Reduced
23
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DIA
1
Davidson Investment Advisors
Montana
$15.2M
2
WSTAM
2
Wilbanks Smith & Thomas Asset Management
Virginia
$2.49M
3
RWM
3
Ritholtz Wealth Management
New York
$55.2M
4
OWA
4
Octavia Wealth Advisors
Ohio
$965K
5
SFS
5
Strategic Financial Services
New York
$36.1M

Top Sellers

1
ECG
1
Edge Capital Group
Georgia
$1.09M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$0
3
MML Investors Services
3
MML Investors Services
Massachusetts
$641K
4
EWM
4
Empirical Wealth Management
Washington
$9.02M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$14.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWA
26
Octavia Wealth Advisors
Ohio
$965K +$965K +7,347 New
BBA
27
BLB&B Advisors
Pennsylvania
$952K – – –
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$701K -$864K -6,577 -55%
MML Investors Services
29
MML Investors Services
Massachusetts
$641K -$1.98M -15,066 -76%
Osaic Holdings
30
Osaic Holdings
Arizona
$586K -$182K -1,387 -24%
TA
31
Tectonic Advisors
Texas
$585K -$1.97K -15 -0.3%
CAN
32
Cetera Advisor Networks
California
$578K -$46.6K -355 -7%
Creative Planning
33
Creative Planning
Kansas
$554K – – –
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$541K +$12.2K +93 +2%
GL
35
Graypoint LLC
New York
$488K – – –
HighTower Advisors
36
HighTower Advisors
Illinois
$483K -$9.32K -71 -2%
PS
37
Principal Securities
Iowa
$449K +$449K +3,418 New
FPAS
38
Focus Partners Advisor Solutions
Missouri
$424K +$11.7K +89 +3%
SWM
39
Seed Wealth Management
Illinois
$417K – – –
DWM
40
Drive Wealth Management
Utah
$404K +$404K +3,077 New
Envestnet Portfolio Solutions
41
Envestnet Portfolio Solutions
Illinois
$396K -$8.67K -66 -2%
WA
42
Waverly Advisors
Alabama
$393K – – –
TFS
43
Thoroughbred Financial Services
Tennessee
$385K – – –
CCFM
44
Clear Creek Financial Management
Washington
$356K -$46.7K -356 -12%
CJ
45
Caitlin John
Michigan
$354K +$354K +2,700 New
KCM
46
Kathmere Capital Management
Pennsylvania
$319K +$1.05K +8 +0.3%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$302K -$30.2K -230 -9%
LNC
48
Lincoln National Corp
Pennsylvania
$259K +$788 +6 +0.3%
NF
49
Norwood Financial
Pennsylvania
$238K -$53.8K -410 -18%
RJA
50
Raymond James & Associates
Florida
$235K +$235K +1,793 New
1
2
3