Vanguard US Momentum Factor ETF
VFMO
63 hedge funds and large institutions have $204M invested in Vanguard US Momentum Factor ETF in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 5 closing their positions.
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
16% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 19
2% more funds holding
Funds holding: 62 → 63 (+1)
2.61% less ownership
Funds ownership: 66.72% → 64.11% (-2.6%)
9% less capital invested
Capital invested by funds: $225M → $204M (-$20.3M)
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SP
Symmetry Partners
Glastonbury,
Connecticut
|
+$7.96M |
| 2 |
RWM
Ritholtz Wealth Management
New York
|
+$2.71M |
| 3 |
DIA
Davidson Investment Advisors
Great Falls,
Montana
|
+$1.79M |
| 4 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$1.2M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$877K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
-$13.4M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
-$3.28M |
| 3 |
UB
UMB Bank
Kansas City,
Missouri
|
-$2.81M |
| 4 |
FFG
Frisch Financial Group
Melville,
New York
|
-$1.35M |
| 5 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
-$647K |
VFMO Hedge Fund Activity: Q3 2023 in Review
63 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Momentum Factor ETF (VFMO) for Q3 2023, worth a combined $204M — down 9% from $225M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new VFMO positions and 5 closed out — a net gain of 2 holders — while 22 added to existing stakes and 19 trimmed.
The largest buyer was Symmetry Partners, opening a new position worth an estimated $7.96M. The largest seller was Systelligence LLC, exiting entirely with an estimated $13.4M sold.
- 63 institutional investors held Vanguard US Momentum Factor ETF (VFMO) as of Q3 2023, up from 62 in Q2 2023.
- Funds reported $204M of Vanguard US Momentum Factor ETF stock for Q3 2023, down 9% quarter-over-quarter.
- 7 funds opened new Vanguard US Momentum Factor ETF positions in Q3 2023 and 5 closed out, a net change of +2 holders.
- The largest Vanguard US Momentum Factor ETF buyer in Q3 2023 was Symmetry Partners, an estimated $7.96M added.
- The largest Vanguard US Momentum Factor ETF seller in Q3 2023 was Systelligence LLC, an estimated $13.4M sold.
Based on aggregated 13F filings for Q3 2023.