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Vanguard US Momentum Factor ETF
VFMO

Overview Fund Activity

62 hedge funds and large institutions have $225M invested in Vanguard US Momentum Factor ETF in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 4 closing their positions.

Holders
62
Holders Change
+6
Holders Change %
+10.71%
% of All Funds
0.98%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
11
Increased
23
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SL
1
Systelligence LLC
Minnesota
$13.4M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$4.78M
3
RWM
3
Ritholtz Wealth Management
New York
$46.4M
4
LCC
4
Lincoln Capital Corp
Rhode Island
$3.06M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$1.53M

Top Sellers

1
UB
1
UMB Bank
Missouri
$6.18M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.65M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$840K
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$3.8M
5
OC
5
Oppenheimer & Co
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RWM
1
Ritholtz Wealth Management
New York
$46.4M 382,852 +25,872 +7%
SFS
2
Strategic Financial Services
New York
$31.6M 263,497 +4,445 +2%
AHC
3
Anderson Hoagland & Co
Missouri
$17.3M 143,048 +2,060 +1%
CWM
4
Cabot Wealth Management
Massachusetts
$15.7M 129,512 +3,010 +2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$14.3M 118,112 -562 -0.5%
SL
6
Systelligence LLC
Minnesota
$13.4M 110,326 +70,216 +175%
EWM
7
Empirical Wealth Management
Washington
$10.1M 83,131 +5,393 +7%
DIA
8
Davidson Investment Advisors
Montana
$9.81M 80,910 +8,296 +11%
ECG
9
Edge Capital Group
Georgia
$8.02M 66,178 +2,782 +4%
UB
10
UMB Bank
Missouri
$6.18M 50,962 -7,928 -13%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$4.78M 39,408 +39,408 New
FFG
12
Frisch Financial Group
New York
$4.74M 39,104 +1,101 +3%
ACM
13
Armbruster Capital Management
New York
$4.43M 36,515 +1,500 +4%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$3.8M 31,373 -2,625 -8%
LPL Financial
15
LPL Financial
California
$3.73M 30,742 +825 +3%
JAG
16
Journey Advisory Group
Kentucky
$3.19M 26,339 +679 +3%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$3.14M 25,932 – –
LCC
18
Lincoln Capital Corp
Rhode Island
$3.06M 25,266 +25,266 New
GWM
19
Geneos Wealth Management
Colorado
$1.8M 14,823 +238 +2%
NRW
20
Nova R Wealth
Kansas
$1.67M 13,801 +1,691 +14%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.65M 13,579 -3,007 -18%
MML Investors Services
22
MML Investors Services
Massachusetts
$1.53M 12,610 +9,070 +256%
UBS Group
23
UBS Group
Switzerland
$1.14M 9,388 +2,118 +29%
KAS
24
Kestra Advisory Services
Texas
$1.12M 9,266 +168 +2%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$840K 6,928 -2,964 -30%
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