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Vanguard US Momentum Factor ETF
VFMO

Overview Fund Activity

56 hedge funds and large institutions have $186M invested in Vanguard US Momentum Factor ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
+1
Holders Change %
+1.82%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
27
Reduced
9
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JAG
Journey Advisory Group
Kentucky
$2.89M
2
GWM
Geneos Wealth Management
Colorado
$1.64M
3
DIA
Davidson Investment Advisors
Montana
$8.17M
4
RWM
Ritholtz Wealth Management
New York
$40.2M
5
ACM
Armbruster Capital Management
New York
$3.94M

Top Sellers

1
MWP
Meredith Wealth Planning
Illinois
$0
2
UBS Group
UBS Group
Switzerland
$818K
3
UB
UMB Bank
Missouri
$6.63M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$2.92M
5
SHWM
Silicon Hills Wealth Management
Texas
$337K
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
1
Ritholtz Wealth Management
New York
$40.2M +$1.29M +11,473 +3%
SFS
2
Strategic Financial Services
New York
$29.2M +$761K +6,762 +3%
AHC
3
Anderson Hoagland & Co
Missouri
$15.9M +$334K +2,969 +2%
CWM
4
Cabot Wealth Management
Massachusetts
$14.2M +$200K +1,778 +1%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$13.4M +$224K +1,986 +2%
EWM
6
Empirical Wealth Management
Washington
$8.75M +$913K +8,109 +12%
DIA
7
Davidson Investment Advisors
Montana
$8.17M +$1.47M +13,033 +22%
ECG
8
Edge Capital Group
Georgia
$7.13M +$675K +5,998 +10%
UB
9
UMB Bank
Missouri
$6.63M -$1.28M -11,405 -16%
SL
10
Systelligence LLC
Minnesota
$4.51M +$183K +1,629 +4%
FFG
11
Frisch Financial Group
New York
$4.28M +$309K +2,750 +8%
ACM
12
Armbruster Capital Management
New York
$3.94M +$971K +8,625 +33%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$3.83M +$340K +3,020 +10%
LPL Financial
14
LPL Financial
California
$3.37M +$645K +5,727 +24%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$2.92M -$885K -7,867 -23%
JAG
16
Journey Advisory Group
Kentucky
$2.89M +$2.89M +25,660 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.87M -$111K -984 -6%
GWM
18
Geneos Wealth Management
Colorado
$1.64M +$1.64M +14,585 New
AFM
19
Andesa Financial Management
Pennsylvania
$1.43M +$841K +14,951 +142%
NRW
20
Nova R Wealth
Kansas
$1.36M +$110K +979 +9%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.11M +$346K +3,073 +45%
KAS
22
Kestra Advisory Services
Texas
$1.02M +$431K +3,831 +73%
UBS Group
23
UBS Group
Switzerland
$818K -$1.44M -12,753 -64%
Osaic Holdings
24
Osaic Holdings
Arizona
$597K +$127K +1,129 +27%
TA
25
Tectonic Advisors
Texas
$586K +$171K +1,520 +41%
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