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Vanguard US Momentum Factor ETF

32 hedge funds and large institutions have $64.3M invested in Vanguard US Momentum Factor ETF in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

25% more capital invested

Capital invested by funds: $51.7M → $64.3M (+$12.7M)

7% more funds holding

Funds holding: 3032 (+2)

2.3% more ownership

Funds ownership: 52.09%54.39% (+2.3%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

8% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 12

Holders
32
Holders Change
+2
Holders Change %
+6.67%
% of All Funds
0.56%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
11
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
1
Strategic Financial Services
New York
$25.3M +$678K +5,312 +3%
AHC
2
Anderson Hoagland & Co
Missouri
$8.29M +$1.53M +11,986 +23%
ECG
3
Edge Capital Group
Georgia
$4.58M -$154K -1,207 -3%
BCI
4
Brinker Capital Investments
Pennsylvania
$4.47M +$4.34M +34,000 New
NR
5
Newfound Research
Massachusetts
$4.22M +$1.1M +8,587 +37%
Jane Street
6
Jane Street
New York
$3.67M +$1.57M +12,268 +79%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.91M +$37.7K +295 +2%
ACM
8
Armbruster Capital Management
New York
$1.57M -$377K -2,950 -20%
FA
9
Fortis Advisors
Pennsylvania
$1.1M +$251K +1,964 +31%
JP Morgan Chase
10
JP Morgan Chase
New York
$926K +$899K +7,041 New
Goldman Sachs
11
Goldman Sachs
New York
$889K +$863K +6,758 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$876K +$219K +1,714 +35%
PFS
13
Prospera Financial Services
Texas
$662K -$46.7K -366 -7%
GL
14
Graypoint LLC
New York
$639K -$94.5K -740 -13%
LPL Financial
15
LPL Financial
California
$627K -$1.02K -8 -0.2%
MFW
16
Mosaic Family Wealth
Missouri
$615K +$597K +4,678 New
ACA
17
Atlas Capital Advisors
Wyoming
$608K +$500K +3,915 +551%
TWA
18
Tillar-Wenstrup Advisors
Ohio
$562K +$546K +4,276 New
Citadel Advisors
19
Citadel Advisors
Florida
$525K -$37.3K -292 -7%
CPIG
20
Chicago Partners Investment Group
Illinois
$524K +$638 +5 +0.1%
FEM
21
Fulcrum Equity Management
Texas
$338K -$32.8K -257 -9%
AAM
22
Autus Asset Management
Arizona
$285K -$8.3K -65 -3%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$280K -$650K -5,093 -71%
PWA
24
Physician Wealth Advisors
Utah
$235K +$9.32K +73 +4%
Vanguard Group
25
Vanguard Group
Pennsylvania
$210K -$1.09M -8,563 -84%

VFMO Hedge Fund Activity: Q2 2021 in Review

32 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Momentum Factor ETF (VFMO) for Q2 2021, worth a combined $64.3M — up 25% from $51.7M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new VFMO positions and 3 closed out — a net gain of 2 holders — while 11 added to existing stakes and 12 trimmed.

The largest buyer was Brinker Capital Investments, opening a new position worth an estimated $4.34M. The largest seller was Vanguard Group, cutting an estimated $1.09M.

  • 32 institutional investors held Vanguard US Momentum Factor ETF (VFMO) as of Q2 2021, up from 30 in Q1 2021.
  • Funds reported $64.3M of Vanguard US Momentum Factor ETF stock for Q2 2021, up 25% quarter-over-quarter.
  • 5 funds opened new Vanguard US Momentum Factor ETF positions in Q2 2021 and 3 closed out, a net change of +2 holders.
  • The largest Vanguard US Momentum Factor ETF buyer in Q2 2021 was Brinker Capital Investments, an estimated $4.34M added.
  • The largest Vanguard US Momentum Factor ETF seller in Q2 2021 was Vanguard Group, an estimated $1.09M sold.

Based on aggregated 13F filings for Q2 2021.