Vanguard US Momentum Factor ETF
VFMO
56 hedge funds and large institutions have $186M invested in Vanguard US Momentum Factor ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 9 reducing their positions, and 8 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 9
25% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 8
2% more funds holding
Funds holding: 55 → 56 (+1)
2% more capital invested
Capital invested by funds: $182M → $186M (+$4.53M)
3.08% less ownership
Funds ownership: 68.66% → 65.58% (-3.1%)
100% less funds holding in top 10
Funds holding in top 10: 5 → 0 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JAG
Journey Advisory Group
Covington,
Kentucky
|
+$2.95M |
| 2 |
AFM
Andesa Financial Management
Allentown,
Pennsylvania
|
+$1.72M |
| 3 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$1.68M |
| 4 |
DIA
Davidson Investment Advisors
Great Falls,
Montana
|
+$1.5M |
| 5 |
RWM
Ritholtz Wealth Management
New York
|
+$1.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWP
Meredith Wealth Planning
Maryville,
Illinois
|
-$2.42M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.47M |
| 3 |
UB
UMB Bank
Kansas City,
Missouri
|
-$1.31M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$904K |
| 5 |
SHWM
Silicon Hills Wealth Management
Austin,
Texas
|
-$758K |
| 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
| $5.85K | – | – | – |
|
|
NC
53
NewSquare Capital
Newtown Square,
Pennsylvania
| $2.81K | +$2.87K | +25 | New |
|
|
GIA
54
GHP Investment Advisors
Denver,
Colorado
| $2.03K | – | – | – |
|
55
Morgan Stanley
New York
| $563 | – | – | – |
|
56
Commonwealth Equity Services
Waltham,
Massachusetts
| $423 | +$177K | +1,538 | +69% |
|
57
Wells Fargo
San Francisco,
California
| $47 | -$115 | -1 | Closed |
|
|
MWP
58
Meredith Wealth Planning
Maryville,
Illinois
| – | -$2.42M | -21,222 | Closed |
|
|
TWA
59
Tillar-Wenstrup Advisors
Centerville,
Ohio
| – | -$1.52M | -13,293 | Closed |
|
|
TI
60
Tidal Investments
Milwaukee,
Wisconsin
| – | -$572K | -5,016 | Closed |
|
|
PFS
61
Prospera Financial Services
Dallas,
Texas
| – | -$317K | -2,776 | Closed |
|
|
IA
62
IFP Advisors
Tampa,
Florida
| – | -$22K | -282 | Closed |
|
|
GI
63
Gradient Investments
Arden Hills,
Minnesota
| – | -$28.5K | -250 | Closed |
|
|
NA
64
NewEdge Advisors
New Orleans,
Louisiana
| – | -$18.8K | -165 | Closed |
|
VFMO Hedge Fund Activity: Q1 2023 in Review
56 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Momentum Factor ETF (VFMO) for Q1 2023, worth a combined $186M — up 2.5% from $182M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new VFMO positions and 8 closed out — a net gain of 2 holders — while 27 added to existing stakes and 9 trimmed.
The largest buyer was Journey Advisory Group, opening a new position worth an estimated $2.95M. The largest seller was Meredith Wealth Planning, exiting entirely with an estimated $2.42M sold.
- 56 institutional investors held Vanguard US Momentum Factor ETF (VFMO) as of Q1 2023, up from 55 in Q4 2022.
- Funds reported $186M of Vanguard US Momentum Factor ETF stock for Q1 2023, up 2.5% quarter-over-quarter.
- 10 funds opened new Vanguard US Momentum Factor ETF positions in Q1 2023 and 8 closed out, a net change of +2 holders.
- The largest Vanguard US Momentum Factor ETF buyer in Q1 2023 was Journey Advisory Group, an estimated $2.95M added.
- The largest Vanguard US Momentum Factor ETF seller in Q1 2023 was Meredith Wealth Planning, an estimated $2.42M sold.
Based on aggregated 13F filings for Q1 2023.