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Vanguard US Momentum Factor ETF
VFMO

Overview Fund Activity

90 hedge funds and large institutions have $316M invested in Vanguard US Momentum Factor ETF in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 35 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
+9
Holders Change %
+11.11%
% of All Funds
1.31%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
20
Increased
35
Reduced
20
Closed
8
Calls
$466K
Puts
–
Net Calls
+$466K
Net Calls Change
+$466K

Top Buyers

1
SL
Systelligence LLC
Minnesota
$13.3M
2
LPL Financial
LPL Financial
California
$9.78M
3
UBS Group
UBS Group
Switzerland
$3.49M
4
CA
Clearstead Advisors
Ohio
$1.62M
5
LCM
Lazari Capital Management
California
$1.05M

Top Sellers

1
WA
Win Advisors
Florida
$0
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$13.3M
3
CWM
Cabot Wealth Management
Massachusetts
$17.4M
4
Jane Street
Jane Street
New York
$0
5
GWM
Geneos Wealth Management
Colorado
$1.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
26
Aspect Partners
Virginia
$1.29M +$55K +366 +4%
IA
27
IAM Advisory
Pennsylvania
$1.22M +$9.61K +64 +0.8%
DWM
28
Drive Wealth Management
Utah
$1.14M +$172K +1,142 +18%
BBA
29
BLB&B Advisors
Pennsylvania
$1.09M – – –
FW
30
FullCircle Wealth
Texas
$1.08M +$1.08M +7,053 New
LCM
31
Lazari Capital Management
California
$1.05M +$1.05M +6,986 New
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$1.03M +$519K +3,457 +102%
GWM
33
Geneos Wealth Management
Colorado
$1.03M -$700K -4,659 -41%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$1.02M +$234K +1,560 +30%
ECG
35
Edge Capital Group
Georgia
$1.02M +$300 +2 +0%
Mercer Global Advisors
36
Mercer Global Advisors
Colorado
$988K -$48.4K -322 -5%
TI
37
Tidal Investments
Wisconsin
$984K +$425K +2,831 +76%
SWA
38
Stratos Wealth Advisors
Ohio
$856K +$856K +5,697 New
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$774K -$267K -1,776 -26%
RWA
40
Redhawk Wealth Advisors
Minnesota
$770K +$770K +5,124 New
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$749K +$283K +1,885 +61%
Creative Planning
42
Creative Planning
Kansas
$723K +$86.7K +577 +14%
PA
43
PFG Advisors
Arizona
$663K +$663K +4,416 New
Mariner
44
Mariner
Kansas
$637K +$637K +4,244 New
TFS
45
Thoroughbred Financial Services
Tennessee
$617K +$295K +1,962 +91%
RJA
46
Raymond James & Associates
Florida
$581K +$133K +886 +30%
TA
47
Tectonic Advisors
Texas
$572K -$7.06K -47 -1%
AWS
48
Atria Wealth Solutions
New York
$558K +$198K +1,317 +55%
FPAS
49
Focus Partners Advisor Solutions
Missouri
$511K – – –
BAM
50
Belpointe Asset Management
Nevada
$499K +$499K +3,323 New
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