Vanguard US Momentum Factor ETF
VFMO
125 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.
625% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 4
71% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 28
28% more capital invested
Capital invested by funds: $320M → $410M (+$90.6M)
23% more funds holding
Funds holding: 102 → 125 (+23)
11.64% less ownership
Funds ownership: 58.15% → 46.51% (-12%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$44.6M |
| 2 |
LPL Financial
San Diego,
California
|
+$4.18M |
| 3 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$3.78M |
| 4 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
+$3.62M |
| 5 |
HPC
Hobart Private Capital
Charlotte,
North Carolina
|
+$3.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$69M |
| 2 |
ZIMP
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
-$2.02M |
| 3 |
SFS
Strategic Financial Services
Utica,
New York
|
-$1.84M |
| 4 |
CA
Clearstead Advisors
Cleveland,
Ohio
|
-$991K |
| 5 |
ECG
Edge Capital Group
Atlanta,
Georgia
|
-$922K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ZIMP
126
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
| – | -$2.02M | -12,527 | Closed |
|
|
TSS
127
Two Sigma Securities
New York
| – | -$236K | -1,469 | Closed |
|
|
TFM
128
TFC Financial Management
Boston,
Massachusetts
| – | -$65.7K | -408 | Closed |
|
129
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$16.1K | -100 | Closed |
|
VFMO Hedge Fund Activity: Q4 2024 in Review
125 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Momentum Factor ETF (VFMO) for Q4 2024, worth a combined $410M — up 28% from $320M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new VFMO positions and 4 closed out — a net gain of 25 holders — while 48 added to existing stakes and 28 trimmed.
The largest buyer was Cetera Investment Advisers, adding an estimated $44.6M. The largest seller was International Assets Investment Management, cutting an estimated $69M.
- 125 institutional investors held Vanguard US Momentum Factor ETF (VFMO) as of Q4 2024, up from 102 in Q3 2024.
- Funds reported $410M of Vanguard US Momentum Factor ETF stock for Q4 2024, up 28% quarter-over-quarter.
- 29 funds opened new Vanguard US Momentum Factor ETF positions in Q4 2024 and 4 closed out, a net change of +25 holders.
- The largest Vanguard US Momentum Factor ETF buyer in Q4 2024 was Cetera Investment Advisers, an estimated $44.6M added.
- The largest Vanguard US Momentum Factor ETF seller in Q4 2024 was International Assets Investment Management, an estimated $69M sold.
Based on aggregated 13F filings for Q4 2024.