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Vanguard US Momentum Factor ETF
VFMO

Overview Fund Activity

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
–

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$44.4M
2
LPL Financial
LPL Financial
California
$14.1M
3
GVAG
Great Valley Advisor Group
Delaware
$12.8M
4
SL
Systelligence LLC
Minnesota
$15.8M
5
HPC
Hobart Private Capital
North Carolina
$3.41M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$843K
2
ECG
Edge Capital Group
Georgia
$1.01M
3
ZIMP
Zimmermann Investment Management & Planning
Pennsylvania
$0
4
SFS
Strategic Financial Services
New York
$43.5M
5
CA
Clearstead Advisors
Ohio
$1.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
OSAM
76
O'Shaughnessy Asset Management
Connecticut
$354K +$22.2K +135 +7%
BCI
77
Brinker Capital Investments
Pennsylvania
$352K +$352K +2,142 New
OPS
78
Orion Portfolio Solutions
Nebraska
$352K +$352K +2,142 New
CPIG
79
Chicago Partners Investment Group
Illinois
$343K +$332 +2 +0.1%
AWA
80
Arkadios Wealth Advisors
Georgia
$319K +$30.2K +184 +10%
AF
81
Advisornet Financial
Minnesota
$313K +$1.64K +10 +0.5%
OWCM
82
One Wealth Capital Management
Arizona
$306K +$306K +1,863 New
SPC
83
Sigma Planning Corp
Michigan
$306K +$306K +1,860 New
GA
84
GSG Advisors
New Jersey
$302K – – –
OFG
85
Orcam Financial Group
California
$284K +$658 +4 +0.2%
MSFS
86
Main Street Financial Solutions
Pennsylvania
$282K – – –
SEIA
87
Signature Estate & Investment Advisors
California
$275K +$56.9K +346 +26%
Creative Planning
88
Creative Planning
Kansas
$275K -$505K -3,071 -65%
PWM
89
Perigon Wealth Management
California
$270K +$25.2K +149 +10%
SB
90
Strategic Blueprint
Georgia
$258K +$50.3K +306 +24%
PSF
91
Pacific Sun Financial
California
$250K +$34K +207 +16%
MWM
92
Melfa Wealth Management
Massachusetts
$250K +$1.64K +10 +0.7%
RSWM
93
Robertson Stephens Wealth Management
California
$241K +$164 +1 +0.1%
WAP
94
Wealthcare Advisory Partners
Pennsylvania
$223K +$223K +1,358 New
AC
95
Avant Capital
Louisiana
$216K +$216K +1,315 New
IA
96
IFP Advisors
Florida
$129K -$16.8K -102 -11%
EWA
97
EP Wealth Advisors
California
$104K +$104K +634 New
GJIA
98
Glass Jacobson Investment Advisors
Maryland
$78.5K +$4.94K +30 +7%
FHA
99
First Horizon Advisors
Tennessee
$74.6K – – –
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
$72.2K +$72.2K +439 New
2 3
4
5 6