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Vanguard US Momentum Factor ETF
VFMO

Overview Fund Activity

101 hedge funds and large institutions have $319M invested in Vanguard US Momentum Factor ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 34 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
+11
Holders Change %
+12.22%
% of All Funds
1.46%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
16
Increased
36
Reduced
34
Closed
5
Calls
$499K
Puts
$113K
Net Calls
+$386K
Net Calls Change
-$80K

Top Buyers

1
GVAG
Great Valley Advisor Group
Delaware
+$4.13M
2
RWA
Redhawk Wealth Advisors
Minnesota
+$2.09M
3
RWM
Ritholtz Wealth Management
New York
+$1.91M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.69M
5
ZIMP
Zimmermann Investment Management & Planning
Pennsylvania
+$1.52M

Top Sellers

1
DIA
Davidson Investment Advisors
Montana
-$12.7M
2
SP
Symmetry Partners
Connecticut
-$11.5M
3
SL
Systelligence LLC
Minnesota
-$2.3M
4
UBS Group
UBS Group
Switzerland
-$1.79M
5
IA
IFP Advisors
Florida
-$1.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
51
Seed Wealth Management
Illinois
$520K – – –
WA
52
Waverly Advisors
Alabama
$512K +$161 +1 +0%
HI
53
Harbour Investments
Wisconsin
$440K +$194K +1,204 +79%
BSTWA
54
Blake Schutter Theil Wealth Advisors
Ohio
$412K +$412K +2,559 New
WS
55
Wedbush Securities
California
$408K +$408K +2,536 New
AWS
56
Atria Wealth Solutions
New York
$404K -$194K -1,205 -32%
RTC
57
Riverview Trust Company
Washington
$395K +$395K +2,456 New
KCM
58
Kathmere Capital Management
Pennsylvania
$393K +$2.58K +16 +0.7%
NA
59
NewEdge Advisors
Louisiana
$387K +$354K +2,201 +1,090%
CCFM
60
Clear Creek Financial Management
Washington
$382K +$1.29K +8 +0.3%
GL
61
Graypoint LLC
New York
$371K -$20.8K -129 -5%
TA
62
TFB Advisors
Kansas
$369K +$122K +757 +49%
Envestnet Portfolio Solutions
63
Envestnet Portfolio Solutions
Illinois
$366K -$71K -441 -16%
CPIG
64
Chicago Partners Investment Group
Illinois
$337K +$163 +1 +0%
OSAM
65
O'Shaughnessy Asset Management
Connecticut
$333K +$43K +260 +15%
AF
66
Advisornet Financial
Minnesota
$304K +$2.25K +14 +0.7%
GA
67
GSG Advisors
New Jersey
$293K – – –
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$291K -$113K -700 -28%
AWA
69
Arkadios Wealth Advisors
Georgia
$282K +$4.35K +27 +2%
OFG
70
Orcam Financial Group
California
$277K +$277K +1,723 New
MSFS
71
Main Street Financial Solutions
Pennsylvania
$276K +$276K +1,714 New
MWM
72
Melfa Wealth Management
Massachusetts
$243K -$21.6K -134 -8%
TSS
73
Two Sigma Securities
New York
$236K +$236K +1,469 New
RSWM
74
Robertson Stephens Wealth Management
California
$236K +$161 +1 +0.1%
PWM
75
Perigon Wealth Management
California
$233K +$233K +1,450 New
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