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Vanguard US Momentum Factor ETF

55 hedge funds and large institutions have $182M invested in Vanguard US Momentum Factor ETF in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 1 closing their positions.

Holders
55
Holders Change
+13
Holders Change %
+30.95%
% of All Funds
0.89%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
16
Increased
18
Reduced
11
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RWM
1
Ritholtz Wealth Management
New York
$39.4M -$921K -8,074 -2%
SFS
2
Strategic Financial Services
New York
$28.8M +$1.82M +15,972 +7%
AHC
3
Anderson Hoagland & Co
Missouri
$15.9M +$4.84M +42,109 +44%
CWM
4
Cabot Wealth Management
Massachusetts
$14.2M +$596K +5,228 +4%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$13.3M +$48.7K +427 +0.4%
UB
6
UMB Bank
Missouri
$8.02M +$1.07M +9,382 +15%
EWM
7
Empirical Wealth Management
Washington
$7.94M -$222K -1,949 -3%
DIA
8
Davidson Investment Advisors
Montana
$6.8M +$1.12M +9,831 +20%
ECG
9
Edge Capital Group
Georgia
$6.55M -$115K -1,005 -2%
SL
10
Systelligence LLC
Minnesota
$4.39M +$4.39M +38,481 New
FFG
11
Frisch Financial Group
New York
$4.02M +$293K +2,567 +8%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$3.86M
RJFSA
13
Raymond James Financial Services Advisors
Florida
$3.53M +$1.69M +14,778 +91%
ACM
14
Armbruster Capital Management
New York
$3.01M -$128K -1,125 -4%
LPL Financial
15
LPL Financial
California
$2.76M +$510K +4,470 +23%
MWP
16
Meredith Wealth Planning
Illinois
$2.42M +$2.42M +21,222 New
UBS Group
17
UBS Group
Switzerland
$2.28M +$2.08M +18,199 +998%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2M -$20.5K -180 -1%
TWA
19
Tillar-Wenstrup Advisors
Ohio
$1.52M +$1.12M +9,816 +282%
NRW
20
Nova R Wealth
Kansas
$1.27M +$136K +1,190 +12%
AFM
21
Andesa Financial Management
Pennsylvania
$1.2M +$27K +237 +2%
SHWM
22
Silicon Hills Wealth Management
Texas
$1.09M +$496K +4,346 +83%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$778K +$118K +1,031 +18%
KAS
24
Kestra Advisory Services
Texas
$601K -$47.1K -413 -7%
CAN
25
Cetera Advisor Networks
California
$590K +$590K +5,170 New