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Vanguard US Momentum Factor ETF

124 hedge funds and large institutions have $410M invested in Vanguard US Momentum Factor ETF in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 48 increasing their positions, 28 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+23
Holders Change %
+22.77%
% of All Funds
1.65%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
29
Increased
48
Reduced
28
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
51
Geneos Wealth Management
Colorado
$717K -$390K -2,375 -35%
LCM
52
Lazari Capital Management
California
$706K -$389K -2,365 -36%
MML Investors Services
53
MML Investors Services
Massachusetts
$693K +$95.5K +581 +16%
FPAS
54
Focus Partners Advisor Solutions
Missouri
$666K +$107K +652 +19%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$655K +$358K +2,177 +120%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$607K -$65.8K -400 -10%
Jane Street
57
Jane Street
New York
$606K +$606K +3,689 New
HI
58
Harbour Investments
Wisconsin
$596K +$147K +892 +33%
PS
59
Principal Securities
Iowa
$561K +$25.8K +157 +5%
UAG
60
United Advisor Group
Ohio
$548K -$145K -881 -21%
AWS
61
Atria Wealth Solutions
New York
$543K +$131K +798 +32%
SWM
62
Seed Wealth Management
Illinois
$531K
BAM
63
Belpointe Asset Management
Nevada
$527K -$15.5K -98 -3%
WA
64
Waverly Advisors
Alabama
$523K +$164 +1 +0%
TA
65
TFB Advisors
Kansas
$501K +$124K +757 +33%
TA
66
Tectonic Advisors
Texas
$476K -$59K -359 -11%
Envestnet Portfolio Solutions
67
Envestnet Portfolio Solutions
Illinois
$461K +$87.4K +532 +23%
KCM
68
Kathmere Capital Management
Pennsylvania
$409K +$7.23K +44 +2%
RTC
69
Riverview Trust Company
Washington
$404K
BSTWA
70
Blake Schutter Theil Wealth Advisors
Ohio
$398K -$22.4K -136 -5%
Cerity Partners
71
Cerity Partners
New York
$389K +$389K +2,366 New
PWM
72
Partners Wealth Management
California
$379K +$379K +2,307 New
TC
73
TownSquare Capital
Utah
$377K +$377K +2,294 New
WMWM
74
Wilkins Miller Wealth Management
Alabama
$372K +$372K +2,261 New
GL
75
Graypoint LLC
New York
$369K -$9.86K -60 -3%