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Vanguard US Momentum Factor ETF
VFMO

Overview Fund Activity

90 hedge funds and large institutions have $316M invested in Vanguard US Momentum Factor ETF in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 35 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
+9
Holders Change %
+11.11%
% of All Funds
1.31%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
20
Increased
35
Reduced
20
Closed
8
Calls
$466K
Puts
–
Net Calls
+$466K
Net Calls Change
+$466K

Top Buyers

1
SL
Systelligence LLC
Minnesota
$13.3M
2
LPL Financial
LPL Financial
California
$9.78M
3
UBS Group
UBS Group
Switzerland
$3.49M
4
CA
Clearstead Advisors
Ohio
$1.62M
5
LCM
Lazari Capital Management
California
$1.05M

Top Sellers

1
WA
Win Advisors
Florida
$0
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$13.3M
3
CWM
Cabot Wealth Management
Massachusetts
$17.4M
4
Jane Street
Jane Street
New York
$0
5
GWM
Geneos Wealth Management
Colorado
$1.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
51
Seed Wealth Management
Illinois
$485K – – –
UAG
52
United Advisor Group
Ohio
$484K – – –
WA
53
Waverly Advisors
Alabama
$478K +$15K +100 +3%
PS
54
Principal Securities
Iowa
$468K -$751 -5 -0.2%
ZIMP
55
Zimmermann Investment Management & Planning
Pennsylvania
$463K +$463K +3,080 New
Envestnet Portfolio Solutions
56
Envestnet Portfolio Solutions
Illinois
$408K -$55.7K -371 -12%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$377K +$377K +2,507 New
DTC
58
Davidson Trust Company
Washington
$369K +$369K +2,456 New
GL
59
Graypoint LLC
New York
$366K -$176K -1,175 -33%
KCM
60
Kathmere Capital Management
Pennsylvania
$365K – – –
CCFM
61
Clear Creek Financial Management
Washington
$355K -$40.1K -267 -10%
AAS
62
Avantax Advisory Services
Texas
$328K +$44.2K +294 +16%
CPIG
63
Chicago Partners Investment Group
Illinois
$315K -$24.8K -162 -7%
AF
64
Advisornet Financial
Minnesota
$282K +$227K +1,513 +415%
GA
65
GSG Advisors
New Jersey
$276K – – –
OSAM
66
O'Shaughnessy Asset Management
Connecticut
$264K +$264K +1,756 New
AWA
67
Arkadios Wealth Advisors
Georgia
$259K +$259K +1,727 New
MWM
68
Melfa Wealth Management
Massachusetts
$247K -$11K -73 -4%
TA
69
TFB Advisors
Kansas
$231K +$231K +1,535 New
HI
70
Harbour Investments
Wisconsin
$230K +$126K +837 +121%
RSWM
71
Robertson Stephens Wealth Management
California
$220K +$220K +1,462 New
IAIM
72
International Assets Investment Management
Florida
$203K +$203K +1,349 New
Morgan Stanley
73
Morgan Stanley
New York
$128K +$11.3K +75 +10%
MG
74
Mather Group
Illinois
$74.6K +$74.6K +493 New
FHA
75
First Horizon Advisors
Tennessee
$68.2K -$17.3K -115 -20%
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3
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