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Vanguard US Momentum Factor ETF
VFMO

Overview Fund Activity

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.

Holders
63
Holders Change
+1
Holders Change %
+1.61%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
22
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SP
1
Symmetry Partners
Connecticut
$7.56M
2
RWM
2
Ritholtz Wealth Management
New York
$46M
3
DIA
3
Davidson Investment Advisors
Montana
$10.9M
4
GVAG
4
Great Valley Advisor Group
Delaware
$1.54M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$2.26M

Top Sellers

1
SL
1
Systelligence LLC
Minnesota
$0
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.35M
3
UB
3
UMB Bank
Missouri
$3.11M
4
FFG
4
Frisch Financial Group
New York
$3.15M
5
TI
5
Tidal Investments
Wisconsin
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RWM
1
Ritholtz Wealth Management
New York
$46M 405,551 +22,699 +6%
SFS
2
Strategic Financial Services
New York
$30.5M 269,274 +5,777 +2%
AHC
3
Anderson Hoagland & Co
Missouri
$15.9M 140,233 -2,815 -2%
CWM
4
Cabot Wealth Management
Massachusetts
$14.7M 129,598 +86 +0.1%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$13.7M 120,433 +2,321 +2%
DIA
6
Davidson Investment Advisors
Montana
$10.9M 95,907 +14,997 +19%
EWM
7
Empirical Wealth Management
Washington
$8.94M 78,818 -4,313 -5%
ECG
8
Edge Capital Group
Georgia
$7.56M 66,683 +505 +0.8%
SP
9
Symmetry Partners
Connecticut
$7.56M 66,656 +66,656 New
ACM
10
Armbruster Capital Management
New York
$4.11M 36,290 -225 -0.6%
LPL Financial
11
LPL Financial
California
$3.67M 32,388 +1,646 +5%
JAG
12
Journey Advisory Group
Kentucky
$3.44M 30,372 +4,033 +15%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$3.26M 28,733 -2,640 -8%
LCC
14
Lincoln Capital Corp
Rhode Island
$3.24M 28,570 +3,304 +13%
FFG
15
Frisch Financial Group
New York
$3.15M 27,818 -11,286 -29%
UB
16
UMB Bank
Missouri
$3.11M 27,464 -23,498 -46%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$2.94M 25,932 – –
MML Investors Services
18
MML Investors Services
Massachusetts
$2.26M 19,947 +7,337 +58%
GWM
19
Geneos Wealth Management
Colorado
$1.61M 14,156 -667 -4%
NRW
20
Nova R Wealth
Kansas
$1.56M 13,761 -40 -0.3%
GVAG
21
Great Valley Advisor Group
Delaware
$1.54M 13,586 +10,067 +286%
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$1.35M 11,916 -27,492 -70%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.23M 10,817 -2,762 -20%
KAS
24
Kestra Advisory Services
Texas
$1.09M 9,631 +365 +4%
UBS Group
25
UBS Group
Switzerland
$1M 8,858 -530 -6%
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