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Vanguard US Momentum Factor ETF

48 hedge funds and large institutions have $140M invested in Vanguard US Momentum Factor ETF in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 20 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,600% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 1

150% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 8

50% more funds holding

Funds holding: 3248 (+16)

25% more capital invested

Capital invested by funds: $112M → $140M (+$27.8M)

7.08% more ownership

Funds ownership: 65.99%73.07% (+7.1%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
48
Holders Change
+16
Holders Change %
+50%
% of All Funds
0.74%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
17
Increased
20
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
1
Ritholtz Wealth Management
New York
$35.7M -$51.3K -381 -0.1%
SFS
2
Strategic Financial Services
New York
$26.9M +$653K +4,853 +2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$16.3M -$311K -2,312 -2%
AHC
4
Anderson Hoagland & Co
Missouri
$9.62M +$983K +7,308 +10%
NR
5
Newfound Research
Massachusetts
$6.91M +$1.62M +12,042 +30%
UB
6
UMB Bank
Missouri
$6.17M +$6.23M +46,306 New
ECG
7
Edge Capital Group
Georgia
$4.68M +$170K +1,261 +4%
RPSA
8
Richard P. Slaughter Associates
Texas
$3.8M +$1.27M +9,454 +50%
DIA
9
Davidson Investment Advisors
Montana
$3.64M +$3.68M +27,346 New
Jane Street
10
Jane Street
New York
$3.5M +$2.88M +21,417 +438%
GL
11
Graypoint LLC
New York
$2.61M +$1.98M +14,710 +302%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$2.14M +$42.1K +313 +2%
GWM
13
Geneos Wealth Management
Colorado
$1.92M +$42.7K +317 +2%
ACM
14
Armbruster Capital Management
New York
$1.89M +$303K +2,250 +19%
FA
15
Fortis Advisors
Pennsylvania
$1M +$3.77K +28 +0.4%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$990K -$41.6K -309 -4%
MFW
17
Mosaic Family Wealth
Missouri
$908K +$80.2K +596 +10%
Bank of America
18
Bank of America
North Carolina
$848K +$754K +5,600 +727%
UBS Group
19
UBS Group
Switzerland
$792K +$739K +5,490 +1,201%
JP Morgan Chase
20
JP Morgan Chase
New York
$769K +$777K +5,772 New
Barclays
21
Barclays
United Kingdom
$765K +$773K +5,745 New
Goldman Sachs
22
Goldman Sachs
New York
$757K +$766K +5,689 New
KAS
23
Kestra Advisory Services
Texas
$708K -$112K -834 -14%
PFS
24
Prospera Financial Services
Texas
$653K -$28.5K -212 -4%
NF
25
Norwood Financial
Pennsylvania
$564K +$570K +4,239 New

VFMO Hedge Fund Activity: Q4 2021 in Review

48 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Momentum Factor ETF (VFMO) for Q4 2021, worth a combined $140M — up 25% from $112M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new VFMO positions and 1 closed out — a net gain of 16 holders — while 20 added to existing stakes and 8 trimmed.

The largest buyer was UMB Bank, opening a new position worth an estimated $6.23M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $433K sold.

  • 48 institutional investors held Vanguard US Momentum Factor ETF (VFMO) as of Q4 2021, up from 32 in Q3 2021.
  • Funds reported $140M of Vanguard US Momentum Factor ETF stock for Q4 2021, up 25% quarter-over-quarter.
  • 17 funds opened new Vanguard US Momentum Factor ETF positions in Q4 2021 and 1 closed out, a net change of +16 holders.
  • The largest Vanguard US Momentum Factor ETF buyer in Q4 2021 was UMB Bank, an estimated $6.23M added.
  • The largest Vanguard US Momentum Factor ETF seller in Q4 2021 was Flow Traders U.S., an estimated $433K sold.

Based on aggregated 13F filings for Q4 2021.