Vanguard US Momentum Factor ETF
VFMO
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.
175% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 4
44% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 16
21% more capital invested
Capital invested by funds: $186M → $225M (+$38.2M)
11% more funds holding
Funds holding: 56 → 62 (+6)
1.14% more ownership
Funds ownership: 65.58% → 66.72% (+1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
+$8M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$4.49M |
| 3 |
RWM
Ritholtz Wealth Management
New York
|
+$2.95M |
| 4 |
LCC
Lincoln Capital Corp
East Greenwich,
Rhode Island
|
+$2.88M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$1.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UB
UMB Bank
Kansas City,
Missouri
|
-$903K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$343K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$338K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$299K |
| 5 |
OC
Oppenheimer & Co
New York
|
-$284K |
VFMO Hedge Fund Activity: Q2 2023 in Review
62 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Momentum Factor ETF (VFMO) for Q2 2023, worth a combined $225M — up 21% from $186M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new VFMO positions and 4 closed out — a net gain of 7 holders — while 23 added to existing stakes and 16 trimmed.
The largest buyer was Systelligence LLC, adding an estimated $8M. The largest seller was UMB Bank, cutting an estimated $903K.
- 62 institutional investors held Vanguard US Momentum Factor ETF (VFMO) as of Q2 2023, up from 56 in Q1 2023.
- Funds reported $225M of Vanguard US Momentum Factor ETF stock for Q2 2023, up 21% quarter-over-quarter.
- 11 funds opened new Vanguard US Momentum Factor ETF positions in Q2 2023 and 4 closed out, a net change of +7 holders.
- The largest Vanguard US Momentum Factor ETF buyer in Q2 2023 was Systelligence LLC, an estimated $8M added.
- The largest Vanguard US Momentum Factor ETF seller in Q2 2023 was UMB Bank, an estimated $903K sold.
Based on aggregated 13F filings for Q2 2023.