Vanguard US Momentum Factor ETF
VFMO
14 hedge funds and large institutions have $11M invested in Vanguard US Momentum Factor ETF in 2019 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
17% more funds holding
Funds holding: 12 → 14 (+2)
0.33% more ownership
Funds ownership: 32.88% → 33.21% (+0.33%)
7% less capital invested
Capital invested by funds: $11.7M → $11M (-$768K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Strategic Financial Services
Utica,
New York
|
+$785K |
| 2 |
AAM
Autus Asset Management
Scottsdale,
Arizona
|
+$234K |
| 3 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
+$176K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$117K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$65.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$1.09M |
| 2 |
Jane Street
New York
|
-$495K |
| 3 |
RJT
Raymond James Trust
St. Petersburg,
Florida
|
-$471K |
| 4 |
ECG
Edge Capital Group
Atlanta,
Georgia
|
-$222K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$202K |
VFMO Hedge Fund Activity: Q2 2019 in Review
14 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Momentum Factor ETF (VFMO) for Q2 2019, worth a combined $11M — down 6.5% from $11.7M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new VFMO positions and 3 closed out — a net gain of 2 holders — while 4 added to existing stakes and 3 trimmed.
The largest buyer was Strategic Financial Services, adding an estimated $785K. The largest seller was Baird Financial Group, exiting entirely with an estimated $1.09M sold.
- 14 institutional investors held Vanguard US Momentum Factor ETF (VFMO) as of Q2 2019, up from 12 in Q1 2019.
- Funds reported $11M of Vanguard US Momentum Factor ETF stock for Q2 2019, down 6.5% quarter-over-quarter.
- 5 funds opened new Vanguard US Momentum Factor ETF positions in Q2 2019 and 3 closed out, a net change of +2 holders.
- The largest Vanguard US Momentum Factor ETF buyer in Q2 2019 was Strategic Financial Services, an estimated $785K added.
- The largest Vanguard US Momentum Factor ETF seller in Q2 2019 was Baird Financial Group, an estimated $1.09M sold.
Based on aggregated 13F filings for Q2 2019.