Vanguard US Momentum Factor ETF
VFMO
55 hedge funds and large institutions have $182M invested in Vanguard US Momentum Factor ETF in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 1 closing their positions.
1,500% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 1
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
64% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 11
31% more funds holding
Funds holding: 42 → 55 (+13)
22% more capital invested
Capital invested by funds: $149M → $182M (+$32.9M)
28.45% less ownership
Funds ownership: 97.11% → 68.66% (-28%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AHC
Anderson Hoagland & Co
St Louis,
Missouri
|
+$4.88M |
| 2 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
+$4.46M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$2.11M |
| 4 |
SFS
Strategic Financial Services
Utica,
New York
|
+$1.85M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWM
Ritholtz Wealth Management
New York
|
-$936K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$385K |
| 3 |
EWM
Empirical Wealth Management
Seattle,
Washington
|
-$226K |
| 4 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$173K |
| 5 |
ACM
Armbruster Capital Management
Pittsford,
New York
|
-$130K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CSB
51
City State Bank
Norwalk,
Iowa
| $11K | – | – | – |
|
|
PFBT
52
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $5.93K | +$2.2K | +19 | +58% |
|
|
GIA
53
GHP Investment Advisors
Denver,
Colorado
| $2.05K | – | – | – |
|
54
Morgan Stanley
New York
| $570 | – | – | – |
|
55
Wells Fargo
San Francisco,
California
| $114 | +$116 | +1 | New |
|
|
56
Citadel Advisors
Miami,
Florida
| – | -$385K | -3,636 | Closed |
|
VFMO Hedge Fund Activity: Q4 2022 in Review
55 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Momentum Factor ETF (VFMO) for Q4 2022, worth a combined $182M — up 22% from $149M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new VFMO positions and 1 closed out — a net gain of 15 holders — while 18 added to existing stakes and 11 trimmed.
The largest buyer was Anderson Hoagland & Co, adding an estimated $4.88M. The largest seller was Ritholtz Wealth Management, cutting an estimated $936K.
- 55 institutional investors held Vanguard US Momentum Factor ETF (VFMO) as of Q4 2022, up from 42 in Q3 2022.
- Funds reported $182M of Vanguard US Momentum Factor ETF stock for Q4 2022, up 22% quarter-over-quarter.
- 16 funds opened new Vanguard US Momentum Factor ETF positions in Q4 2022 and 1 closed out, a net change of +15 holders.
- The largest Vanguard US Momentum Factor ETF buyer in Q4 2022 was Anderson Hoagland & Co, an estimated $4.88M added.
- The largest Vanguard US Momentum Factor ETF seller in Q4 2022 was Ritholtz Wealth Management, an estimated $936K sold.
Based on aggregated 13F filings for Q4 2022.