We are live on ! Find out more
VFMO icon

Vanguard US Momentum Factor ETF
VFMO

63 hedge funds and large institutions have $204M invested in Vanguard US Momentum Factor ETF in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

16% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 19

2% more funds holding

Funds holding: 62 → 63 (+1)

2.61% less ownership

Funds ownership: 66.72% → 64.11% (-2.6%)

9% less capital invested

Capital invested by funds: $225M → $204M (-$20.3M)

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
63
Holders Change
+1
Holders Change %
+1.61%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
22
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SP
Symmetry Partners
Connecticut
+$7.96M
2
RWM
Ritholtz Wealth Management
New York
+$2.71M
3
DIA
Davidson Investment Advisors
Montana
+$1.79M
4
GVAG
Great Valley Advisor Group
Delaware
+$1.2M
5
MML Investors Services
MML Investors Services
Massachusetts
+$877K

Top Sellers

Rank Fund Capital Flow
1
SL
Systelligence LLC
Minnesota
-$13.4M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$3.28M
3
UB
UMB Bank
Missouri
-$2.81M
4
FFG
Frisch Financial Group
New York
-$1.35M
5
TI
Tidal Investments
Wisconsin
-$647K
Name Holding Trade Value Shares
Change 		Change in
Stake
PWG
51
Portside Wealth Group
Utah
$204K -$54.1K -453 -20%
Bank of America
52
Bank of America
North Carolina
$121K – – –
HI
53
Harbour Investments
Wisconsin
$86K +$119 +1 +0.1%
FHA
54
First Horizon Advisors
Tennessee
$64.5K – – –
ACA
55
Atlas Capital Advisors
Wyoming
$20.6K – – –
CP
56
Castleview Partners
Texas
$15.1K – – –
BC
57
Barrett & Company
Rhode Island
$14.2K – – –
CSB
58
City State Bank
Iowa
$11K – – –
PFBT
59
Parkside Financial Bank & Trust
Missouri
$5.9K – – –
NC
60
NewSquare Capital
Pennsylvania
$2.83K – – –
GIA
61
GHP Investment Advisors
Colorado
$2.01K – – –
Morgan Stanley
62
Morgan Stanley
New York
$705 +$119 +1 +20%
Wells Fargo
63
Wells Fargo
California
$92 +$119 +1 New
SL
64
Systelligence LLC
Minnesota
– -$13.4M -110,326 Closed
TI
65
Tidal Investments
Wisconsin
– -$647K -5,339 Closed
DFCM
66
Dark Forest Capital Management
Puerto Rico
– -$618K -5,094 Closed
MSWMA
67
Market Street Wealth Management Advisors
Indiana
– -$264K -2,177 Closed
CPIG
68
Chicago Partners Investment Group
Illinois
– -$211K -1,722 Closed
1 2
3

VFMO Hedge Fund Activity: Q3 2023 in Review

63 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Momentum Factor ETF (VFMO) for Q3 2023, worth a combined $204M — down 9% from $225M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new VFMO positions and 5 closed out — a net gain of 2 holders — while 22 added to existing stakes and 19 trimmed.

The largest buyer was Symmetry Partners, opening a new position worth an estimated $7.96M. The largest seller was Systelligence LLC, exiting entirely with an estimated $13.4M sold.

  • 63 institutional investors held Vanguard US Momentum Factor ETF (VFMO) as of Q3 2023, up from 62 in Q2 2023.
  • Funds reported $204M of Vanguard US Momentum Factor ETF stock for Q3 2023, down 9% quarter-over-quarter.
  • 7 funds opened new Vanguard US Momentum Factor ETF positions in Q3 2023 and 5 closed out, a net change of +2 holders.
  • The largest Vanguard US Momentum Factor ETF buyer in Q3 2023 was Symmetry Partners, an estimated $7.96M added.
  • The largest Vanguard US Momentum Factor ETF seller in Q3 2023 was Systelligence LLC, an estimated $13.4M sold.

Based on aggregated 13F filings for Q3 2023.