Vanguard US Momentum Factor ETF
VFMO
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.
17% more capital invested
Capital invested by funds: $204M → $240M (+$35.3M)
2.75% more ownership
Funds ownership: 64.11% → 66.87% (+2.8%)
0% more funds holding
Funds holding: 63 → 63 (0)
0% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 9
35% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DIA
Davidson Investment Advisors
Great Falls,
Montana
|
+$2.31M |
| 2 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
+$2.24M |
| 3 |
RWM
Ritholtz Wealth Management
New York
|
+$1.79M |
| 4 |
OWA
Octavia Wealth Advisors
Cincinnati,
Ohio
|
+$866K |
| 5 |
SFS
Strategic Financial Services
Utica,
New York
|
+$649K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECG
Edge Capital Group
Atlanta,
Georgia
|
-$6.88M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$2.94M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
-$1.78M |
| 4 |
EWM
Empirical Wealth Management
Seattle,
Washington
|
-$1.2M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.16M |
VFMO Hedge Fund Activity: Q4 2023 in Review
63 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Momentum Factor ETF (VFMO) for Q4 2023, worth a combined $240M — up 17% from $204M a quarter earlier.
Fund positioning in VFMO was balanced in Q4 2023: 9 funds opened new positions, 9 closed out, 15 added to existing stakes and 23 trimmed.
The largest buyer was Davidson Investment Advisors, adding an estimated $2.31M. The largest seller was Edge Capital Group, cutting an estimated $6.88M.
- 63 institutional investors held Vanguard US Momentum Factor ETF (VFMO) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $240M of Vanguard US Momentum Factor ETF stock for Q4 2023, up 17% quarter-over-quarter.
- 9 funds opened new Vanguard US Momentum Factor ETF positions in Q4 2023 and 9 closed out, a net change of 0 holders.
- The largest Vanguard US Momentum Factor ETF buyer in Q4 2023 was Davidson Investment Advisors, an estimated $2.31M added.
- The largest Vanguard US Momentum Factor ETF seller in Q4 2023 was Edge Capital Group, an estimated $6.88M sold.
Based on aggregated 13F filings for Q4 2023.