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Vanguard US Momentum Factor ETF
VFMO

Overview Fund Activity

63 hedge funds and large institutions have $240M invested in Vanguard US Momentum Factor ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
–
Holders Change %
0%
% of All Funds
0.92%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
9
Increased
15
Reduced
23
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DIA
1
Davidson Investment Advisors
Montana
$15.2M
2
WSTAM
2
Wilbanks Smith & Thomas Asset Management
Virginia
$2.49M
3
RWM
3
Ritholtz Wealth Management
New York
$55.2M
4
OWA
4
Octavia Wealth Advisors
Ohio
$965K
5
SFS
5
Strategic Financial Services
New York
$36.1M

Top Sellers

1
ECG
1
Edge Capital Group
Georgia
$1.09M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$0
3
MML Investors Services
3
MML Investors Services
Massachusetts
$641K
4
EWM
4
Empirical Wealth Management
Washington
$9.02M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$14.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
GA
51
GSG Advisors
New Jersey
$233K – – –
PA
52
Parallel Advisors
California
$228K -$23K -175 -9%
HI
53
Harbour Investments
Wisconsin
$90.6K -$8.93K -68 -9%
FHA
54
First Horizon Advisors
Tennessee
$74.7K – – –
Morgan Stanley
55
Morgan Stanley
New York
$25.5K +$24.7K +188 +3,133%
ACA
56
Atlas Capital Advisors
Wyoming
$23.9K – – –
CP
57
Castleview Partners
Texas
$17.5K – – –
BC
58
Barrett & Company
Rhode Island
$16.4K – – –
CSB
59
City State Bank
Iowa
$13K – – –
PFBT
60
Parkside Financial Bank & Trust
Missouri
$6.83K – – –
NC
61
NewSquare Capital
Pennsylvania
$3.28K – – –
GIA
62
GHP Investment Advisors
Colorado
$2.38K – – –
Fidelity Investments
63
Fidelity Investments
Massachusetts
$1.84K +$1.84K +14 New
Wells Fargo
64
Wells Fargo
California
$12 -$92 -1 Closed
Thrivent Financial for Lutherans
65
Thrivent Financial for Lutherans
Minnesota
– -$2.94M -25,932 Closed
TC
66
TownSquare Capital
Utah
– -$388K -3,425 Closed
OSAM
67
O'Shaughnessy Asset Management
Connecticut
– -$343K -3,021 Closed
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
– -$333K -2,934 Closed
Jane Street
69
Jane Street
New York
– -$305K -2,693 Closed
FTUS
70
Flow Traders U.S.
New York
– -$214K -1,883 Closed
PWG
71
Portside Wealth Group
Utah
– -$204K -1,803 Closed
Bank of America
72
Bank of America
North Carolina
– -$121K -1,070 Closed
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