Vanguard US Momentum Factor ETF
VFMO
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.
450% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 4
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
53% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 19
29% more funds holding
Funds holding: 63 → 81 (+18)
26% more capital invested
Capital invested by funds: $240M → $301M (+$61.8M)
6.39% less ownership
Funds ownership: 66.87% → 60.48% (-6.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DIA
Davidson Investment Advisors
Great Falls,
Montana
|
+$12.3M |
| 2 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
+$6.98M |
| 3 |
CJ
Caitlin John
Brighton,
Michigan
|
+$1.32M |
| 4 |
SP
Symmetry Partners
Glastonbury,
Connecticut
|
+$1.31M |
| 5 |
IA
IAM Advisory
Easton,
Pennsylvania
|
+$1.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFG
Frisch Financial Group
Melville,
New York
|
-$3.6M |
| 2 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
-$1.15M |
| 3 |
OWA
Octavia Wealth Advisors
Cincinnati,
Ohio
|
-$965K |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$578K |
| 5 |
EWM
Empirical Wealth Management
Seattle,
Washington
|
-$518K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CPBTD
76
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
| $5.88K | +$5.48K | +39 | New |
|
|
NC
77
NewSquare Capital
Newtown Square,
Pennsylvania
| $3.78K | – | – | – |
|
|
GRP
78
Global Retirement Partners
San Rafael,
California
| $3.18K | +$2.95K | +21 | New |
|
|
GWSG
79
GPS Wealth Strategies Group
Centennial,
Colorado
| $3.03K | +$2.81K | +20 | New |
|
|
GIA
80
GHP Investment Advisors
Denver,
Colorado
| $1.36K | -$1.26K | -9 | -50% |
|
81
Wells Fargo
San Francisco,
California
| $142 | +$141 | +1 | New |
|
|
FFG
82
Frisch Financial Group
Melville,
New York
| – | -$3.6M | -27,440 | Closed |
|
|
OWA
83
Octavia Wealth Advisors
Cincinnati,
Ohio
| – | -$965K | -7,347 | Closed |
|
|
CAN
84
Cetera Advisor Networks
El Segundo,
California
| – | -$578K | -4,404 | Closed |
|
85
Fidelity Investments
Boston,
Massachusetts
| – | -$1.84K | -14 | Closed |
|
VFMO Hedge Fund Activity: Q1 2024 in Review
81 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Momentum Factor ETF (VFMO) for Q1 2024, worth a combined $301M — up 26% from $240M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new VFMO positions and 4 closed out — a net gain of 18 holders — while 29 added to existing stakes and 19 trimmed.
The largest buyer was Davidson Investment Advisors, adding an estimated $12.3M. The largest seller was Frisch Financial Group, exiting entirely with an estimated $3.6M sold.
- 81 institutional investors held Vanguard US Momentum Factor ETF (VFMO) as of Q1 2024, up from 63 in Q4 2023.
- Funds reported $301M of Vanguard US Momentum Factor ETF stock for Q1 2024, up 26% quarter-over-quarter.
- 22 funds opened new Vanguard US Momentum Factor ETF positions in Q1 2024 and 4 closed out, a net change of +18 holders.
- The largest Vanguard US Momentum Factor ETF buyer in Q1 2024 was Davidson Investment Advisors, an estimated $12.3M added.
- The largest Vanguard US Momentum Factor ETF seller in Q1 2024 was Frisch Financial Group, an estimated $3.6M sold.
Based on aggregated 13F filings for Q1 2024.