Vanguard US Momentum Factor ETF
VFMO
40 hedge funds and large institutions have $126M invested in Vanguard US Momentum Factor ETF in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 4 closing their positions.
4.68% more ownership
Funds ownership: 76.34% → 81.02% (+4.7%)
0% more funds holding
Funds holding: 40 → 40 (0)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
0% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 14
10% less capital invested
Capital invested by funds: $140M → $126M (-$14.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cabot Wealth Management
Salem,
Massachusetts
|
+$7.19M |
| 2 |
EWM
Empirical Wealth Management
Seattle,
Washington
|
+$4.58M |
| 3 |
RWM
Ritholtz Wealth Management
New York
|
+$1.15M |
| 4 |
SFS
Strategic Financial Services
Utica,
New York
|
+$1.14M |
| 5 |
NRW
Nova R Wealth
Overland Park,
Kansas
|
+$881K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECG
Edge Capital Group
Atlanta,
Georgia
|
-$4.1M |
| 2 |
Jane Street
New York
|
-$3.28M |
| 3 |
FA
Fortis Advisors
Wayne,
Pennsylvania
|
-$877K |
| 4 |
NR
Newfound Research
Wellesley Hills,
Massachusetts
|
-$785K |
| 5 |
DIA
Davidson Investment Advisors
Great Falls,
Montana
|
-$314K |
VFMO Hedge Fund Activity: Q2 2022 in Review
40 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Momentum Factor ETF (VFMO) for Q2 2022, worth a combined $126M — down 10% from $140M a quarter earlier.
Fund positioning in VFMO was balanced in Q2 2022: 4 funds opened new positions, 4 closed out, 14 added to existing stakes and 14 trimmed.
The largest buyer was Cabot Wealth Management, adding an estimated $7.19M. The largest seller was Edge Capital Group, cutting an estimated $4.1M.
- 40 institutional investors held Vanguard US Momentum Factor ETF (VFMO) as of Q2 2022, unchanged from Q1 2022.
- Funds reported $126M of Vanguard US Momentum Factor ETF stock for Q2 2022, down 10% quarter-over-quarter.
- 4 funds opened new Vanguard US Momentum Factor ETF positions in Q2 2022 and 4 closed out, a net change of 0 holders.
- The largest Vanguard US Momentum Factor ETF buyer in Q2 2022 was Cabot Wealth Management, an estimated $7.19M added.
- The largest Vanguard US Momentum Factor ETF seller in Q2 2022 was Edge Capital Group, an estimated $4.1M sold.
Based on aggregated 13F filings for Q2 2022.