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Vanguard US Momentum Factor ETF
VFMO

Overview Fund Activity

81 hedge funds and large institutions have $301M invested in Vanguard US Momentum Factor ETF in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 4 closing their positions.

Holders
81
Holders Change
+18
Holders Change %
+28.57%
% of All Funds
1.17%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
22
Increased
29
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DIA
1
Davidson Investment Advisors
Montana
$30.8M
2
WA
2
Win Advisors
Florida
$7.52M
3
CJ
3
Caitlin John
Michigan
$1.83M
4
SP
4
Symmetry Partners
Connecticut
$11.1M
5
IA
5
IAM Advisory
Pennsylvania
$1.22M

Top Sellers

1
FFG
1
Frisch Financial Group
New York
$0
2
WSTAM
2
Wilbanks Smith & Thomas Asset Management
Virginia
$1.63M
3
OWA
3
Octavia Wealth Advisors
Ohio
$0
4
CAN
4
Cetera Advisor Networks
California
$0
5
EWM
5
Empirical Wealth Management
Washington
$9.83M
Name Market Value Shares Shares
Change 		Shares
Change %
CCFM
51
Clear Creek Financial Management
Washington
$398K 2,630 -83 -3%
KCM
52
Kathmere Capital Management
Pennsylvania
$367K 2,427 – –
AWS
53
Atria Wealth Solutions
New York
$362K 2,396 +2,396 New
TFS
54
Thoroughbred Financial Services
Tennessee
$324K 2,148 -786 -27%
CPIG
55
Chicago Partners Investment Group
Illinois
$319K 2,223 +2,223 New
LNC
56
Lincoln National Corp
Pennsylvania
$301K 1,988 +15 +0.8%
AAS
57
Avantax Advisory Services
Texas
$286K 1,889 +1,889 New
GA
58
GSG Advisors
New Jersey
$275K 1,835 – –
NF
59
Norwood Financial
Pennsylvania
$274K 1,813 – –
MWM
60
Melfa Wealth Management
Massachusetts
$260K 1,716 +1,716 New
PA
61
Parallel Advisors
California
$237K 1,565 -175 -10%
Morgan Stanley
62
Morgan Stanley
New York
$118K 780 +586 +302%
HI
63
Harbour Investments
Wisconsin
$105K 691 +1 +0.1%
FHA
64
First Horizon Advisors
Tennessee
$86.1K 569 – –
CT
65
Cambridge Trust
Massachusetts
$75.6K 500 +500 New
GJIA
66
Glass Jacobson Investment Advisors
Maryland
$67.7K 447 +447 New
AF
67
Advisornet Financial
Minnesota
$55.2K 365 +365 New
NA
68
NewEdge Advisors
Louisiana
$30.6K 202 +202 New
SPIA
69
Steward Partners Investment Advisory
New York
$28.1K 186 +186 New
PFBT
70
Parkside Financial Bank & Trust
Missouri
$27.8K 184 +132 +254%
ACA
71
Atlas Capital Advisors
Wyoming
$27.5K 182 – –
CP
72
Castleview Partners
Texas
$20.1K 133 – –
BC
73
Barrett & Company
Rhode Island
$18.9K 125 – –
CSB
74
City State Bank
Iowa
$15K 100 – –
Simplex Trading
75
Simplex Trading
Illinois
$15K 100 +100 New
1 2
3
4