Vanguard US Momentum Factor ETF
VFMO
40 hedge funds and large institutions have $140M invested in Vanguard US Momentum Factor ETF in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 13 closing their positions.
3.28% more ownership
Funds ownership: 73.07% → 76.34% (+3.3%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0% less capital invested
Capital invested by funds: $140M → $140M (-$18.6K)
13% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 16
17% less funds holding
Funds holding: 48 → 40 (-8)
54% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWM
Empirical Wealth Management
Seattle,
Washington
|
+$5.13M |
| 2 |
CWM
Cabot Wealth Management
Salem,
Massachusetts
|
+$4.47M |
| 3 |
RWM
Ritholtz Wealth Management
New York
|
+$3.18M |
| 4 |
Jane Street
New York
|
+$2.91M |
| 5 |
SFS
Strategic Financial Services
Utica,
New York
|
+$1.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RPSA
Richard P. Slaughter Associates
Austin,
Texas
|
-$3.8M |
| 2 |
NR
Newfound Research
Wellesley Hills,
Massachusetts
|
-$2.11M |
| 3 |
GL
Graypoint LLC
Albany,
New York
|
-$1.96M |
| 4 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$1.92M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$792K |
VFMO Hedge Fund Activity: Q1 2022 in Review
40 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Momentum Factor ETF (VFMO) for Q1 2022, worth a combined $140M — down 0.01% from $140M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of VFMO and 6 opened new positions — a net loss of 7 holders — while 16 trimmed existing stakes and 14 added.
The largest buyer was Empirical Wealth Management, opening a new position worth an estimated $5.13M. The largest seller was Richard P. Slaughter Associates, exiting entirely with an estimated $3.8M sold.
- 40 institutional investors held Vanguard US Momentum Factor ETF (VFMO) as of Q1 2022, down from 48 in Q4 2021.
- Funds reported $140M of Vanguard US Momentum Factor ETF stock for Q1 2022, down 0.01% quarter-over-quarter.
- 6 funds opened new Vanguard US Momentum Factor ETF positions in Q1 2022 and 13 closed out, a net change of -7 holders.
- The largest Vanguard US Momentum Factor ETF buyer in Q1 2022 was Empirical Wealth Management, an estimated $5.13M added.
- The largest Vanguard US Momentum Factor ETF seller in Q1 2022 was Richard P. Slaughter Associates, an estimated $3.8M sold.
Based on aggregated 13F filings for Q1 2022.