Vanguard US Momentum Factor ETF
VFMO
102 hedge funds and large institutions have $320M invested in Vanguard US Momentum Factor ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 36 increasing their positions, 34 reducing their positions, and 5 closing their positions.
342% more call options, than puts
Call options by funds: $499K | Put options by funds: $113K
240% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 5
13% more funds holding
Funds holding: 90 → 102 (+12)
4.33% more ownership
Funds ownership: 53.81% → 58.15% (+4.3%)
6% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 34
1% more capital invested
Capital invested by funds: $316M → $320M (+$3.57M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$63.6M |
| 2 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$3.95M |
| 3 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
+$2M |
| 4 |
RWM
Ritholtz Wealth Management
New York
|
+$1.83M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DIA
Davidson Investment Advisors
Great Falls,
Montana
|
-$12.1M |
| 2 |
SP
Symmetry Partners
Glastonbury,
Connecticut
|
-$11.5M |
| 3 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
-$2.2M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1.71M |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$1.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWSA
101
Global Wealth Strategies & Associates
Denver,
Colorado
| $1.45K | +$770 | +5 | +125% |
|
102
Wells Fargo
San Francisco,
California
| $179 | – | – | – |
|
|
SP
103
Symmetry Partners
Glastonbury,
Connecticut
| – | -$11.5M | -76,685 | Closed |
|
|
DWM
104
Drive Wealth Management
Lehi,
Utah
| – | -$1.14M | -7,565 | Closed |
|
|
DTC
105
Davidson Trust Company
Seattle,
Washington
| – | -$369K | -2,456 | Closed |
|
|
MG
106
Mather Group
Chicago,
Illinois
| – | -$74.6K | -493 | Closed |
|
|
GWSG
107
GPS Wealth Strategies Group
Centennial,
Colorado
| – | -$3K | -20 | Closed |
|
VFMO Hedge Fund Activity: Q3 2024 in Review
102 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Momentum Factor ETF (VFMO) for Q3 2024, worth a combined $320M — up 1.1% from $316M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new VFMO positions and 5 closed out — a net gain of 12 holders — while 36 added to existing stakes and 34 trimmed.
The largest buyer was International Assets Investment Management, adding an estimated $63.6M. The largest seller was Davidson Investment Advisors, cutting an estimated $12.1M.
- 102 institutional investors held Vanguard US Momentum Factor ETF (VFMO) as of Q3 2024, up from 90 in Q2 2024.
- Funds reported $320M of Vanguard US Momentum Factor ETF stock for Q3 2024, up 1.1% quarter-over-quarter.
- 17 funds opened new Vanguard US Momentum Factor ETF positions in Q3 2024 and 5 closed out, a net change of +12 holders.
- The largest Vanguard US Momentum Factor ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $63.6M added.
- The largest Vanguard US Momentum Factor ETF seller in Q3 2024 was Davidson Investment Advisors, an estimated $12.1M sold.
Based on aggregated 13F filings for Q3 2024.