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Vanguard US Momentum Factor ETF
VFMO

Overview Fund Activity

101 hedge funds and large institutions have $319M invested in Vanguard US Momentum Factor ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 34 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
+11
Holders Change %
+12.22%
% of All Funds
1.46%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
16
Increased
36
Reduced
34
Closed
5
Calls
$499K
Puts
$113K
Net Calls
+$386K
Net Calls Change
-$80K

Top Buyers

1
GVAG
Great Valley Advisor Group
Delaware
$8.92M
2
RWA
Redhawk Wealth Advisors
Minnesota
$2.91M
3
RWM
Ritholtz Wealth Management
New York
$69.5M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$2.79M
5
ZIMP
Zimmermann Investment Management & Planning
Pennsylvania
$2.02M

Top Sellers

1
DIA
Davidson Investment Advisors
Montana
$20.7M
2
SP
Symmetry Partners
Connecticut
$0
3
SL
Systelligence LLC
Minnesota
$12M
4
UBS Group
UBS Group
Switzerland
$1.95M
5
IA
IFP Advisors
Florida
$143K
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
26
Kestra Advisory Services
Texas
$1.8M – – –
SWA
27
Stratos Wealth Advisors
Ohio
$1.49M +$572K +3,554 +62%
AP
28
Aspect Partners
Virginia
$1.37M -$5.79K -36 -0.4%
IA
29
IAM Advisory
Pennsylvania
$1.34M +$27.8K +173 +2%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$1.33M +$280K +1,754 +27%
BBA
31
BLB&B Advisors
Pennsylvania
$1.17M – – –
GWM
32
Geneos Wealth Management
Colorado
$1.08M -$16.7K -104 -2%
LCM
33
Lazari Capital Management
California
$1.07M -$52.3K -325 -5%
ECG
34
Edge Capital Group
Georgia
$1.04M -$47.5K -295 -4%
AAS
35
Avantax Advisory Services
Texas
$928K +$577K +3,586 +164%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$921K +$118K +736 +15%
Mariner
37
Mariner
Kansas
$854K +$170K +1,059 +25%
Creative Planning
38
Creative Planning
Kansas
$763K -$11.9K -74 -2%
FW
39
FullCircle Wealth
Texas
$700K -$458K -2,791 -40%
PA
40
PFG Advisors
Arizona
$695K -$15.3K -95 -2%
UAG
41
United Advisor Group
Ohio
$678K +$160K +992 +31%
TFS
42
Thoroughbred Financial Services
Tennessee
$664K +$2.58K +16 +0.4%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$658K -$171K -1,060 -21%
TI
44
Tidal Investments
Wisconsin
$630K -$425K -2,638 -40%
RJA
45
Raymond James & Associates
Florida
$603K -$20.3K -126 -3%
MML Investors Services
46
MML Investors Services
Massachusetts
$585K -$896K -5,566 -61%
BAM
47
Belpointe Asset Management
Nevada
$552K +$16.7K +104 +3%
FPAS
48
Focus Partners Advisor Solutions
Missouri
$547K -$322 -2 -0.1%
TA
49
Tectonic Advisors
Texas
$524K -$88.8K -552 -14%
PS
50
Principal Securities
Iowa
$524K +$22.9K +142 +5%
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