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Vanguard US Momentum Factor ETF
VFMO

Overview Fund Activity

63 hedge funds and large institutions have $240M invested in Vanguard US Momentum Factor ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 23 reducing their positions, and 9 closing their positions.

Holders
63
Holders Change
–
Holders Change %
0%
% of All Funds
0.92%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
9
Increased
15
Reduced
23
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DIA
1
Davidson Investment Advisors
Montana
$15.2M
2
WSTAM
2
Wilbanks Smith & Thomas Asset Management
Virginia
$2.49M
3
RWM
3
Ritholtz Wealth Management
New York
$55.2M
4
OWA
4
Octavia Wealth Advisors
Ohio
$965K
5
SFS
5
Strategic Financial Services
New York
$36.1M

Top Sellers

1
ECG
1
Edge Capital Group
Georgia
$1.09M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$0
3
MML Investors Services
3
MML Investors Services
Massachusetts
$641K
4
EWM
4
Empirical Wealth Management
Washington
$9.02M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$14.5M
Name Market Value Shares Shares
Change 		Shares
Change %
RWM
1
Ritholtz Wealth Management
New York
$55.2M 420,779 +15,228 +4%
SFS
2
Strategic Financial Services
New York
$36.1M 274,780 +5,506 +2%
AHC
3
Anderson Hoagland & Co
Missouri
$17.8M 137,176 -3,057 -2%
CWM
4
Cabot Wealth Management
Massachusetts
$16.9M 129,063 -535 -0.4%
DIA
5
Davidson Investment Advisors
Montana
$15.2M 115,542 +19,635 +20%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$14.5M 110,625 -9,808 -8%
SW
7
Schulz Wealth
Texas
$10.7M 81,411 +81,411 New
EWM
8
Empirical Wealth Management
Washington
$9.02M 68,672 -10,146 -13%
SP
9
Symmetry Partners
Connecticut
$8.52M 64,178 -2,478 -4%
ACM
10
Armbruster Capital Management
New York
$4.93M 37,515 +1,225 +3%
LPL Financial
11
LPL Financial
California
$4.86M 37,036 +4,648 +14%
JAG
12
Journey Advisory Group
Kentucky
$4.34M 33,064 +2,692 +9%
LCC
13
Lincoln Capital Corp
Rhode Island
$4.32M 32,913 +4,343 +15%
FFG
14
Frisch Financial Group
New York
$3.6M 27,440 -378 -1%
UB
15
UMB Bank
Missouri
$3.6M 27,436 -28 -0.1%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$2.73M 20,815 -7,918 -28%
WSTAM
17
Wilbanks Smith & Thomas Asset Management
Virginia
$2.49M 18,988 +18,988 New
GVAG
18
Great Valley Advisor Group
Delaware
$2.31M 17,577 +3,991 +29%
NRW
19
Nova R Wealth
Kansas
$1.81M 13,761 – –
GWM
20
Geneos Wealth Management
Colorado
$1.68M 12,826 -1,330 -9%
UBS Group
21
UBS Group
Switzerland
$1.4M 10,636 +1,778 +20%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.35M 10,272 -545 -5%
KAS
23
Kestra Advisory Services
Texas
$1.26M 9,633 +2 +0%
ECG
24
Edge Capital Group
Georgia
$1.09M 8,302 -58,381 -88%
AP
25
Aspect Partners
Virginia
$1.04M 7,920 +7,920 New
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