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Vanguard US Momentum Factor ETF
VFMO

Overview Fund Activity

81 hedge funds and large institutions have $301M invested in Vanguard US Momentum Factor ETF in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 4 closing their positions.

Holders
81
Holders Change
+18
Holders Change %
+28.57%
% of All Funds
1.17%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
22
Increased
29
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DIA
1
Davidson Investment Advisors
Montana
$30.8M
2
WA
2
Win Advisors
Florida
$7.52M
3
CJ
3
Caitlin John
Michigan
$1.83M
4
SP
4
Symmetry Partners
Connecticut
$11.1M
5
IA
5
IAM Advisory
Pennsylvania
$1.22M

Top Sellers

1
FFG
1
Frisch Financial Group
New York
$0
2
WSTAM
2
Wilbanks Smith & Thomas Asset Management
Virginia
$1.63M
3
OWA
3
Octavia Wealth Advisors
Ohio
$0
4
CAN
4
Cetera Advisor Networks
California
$0
5
EWM
5
Empirical Wealth Management
Washington
$9.83M
Name Market Value Shares Shares
Change 		Shares
Change %
RWM
1
Ritholtz Wealth Management
New York
$63.7M 421,309 +530 +0.1%
SFS
2
Strategic Financial Services
New York
$41.9M 276,643 +1,863 +0.7%
DIA
3
Davidson Investment Advisors
Montana
$30.8M 203,320 +87,778 +76%
AHC
4
Anderson Hoagland & Co
Missouri
$20.4M 138,544 +1,368 +1%
CWM
5
Cabot Wealth Management
Massachusetts
$19.3M 127,421 -1,642 -1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$16.5M 108,893 -1,732 -2%
SW
7
Schulz Wealth
Texas
$12.6M 83,393 +1,982 +2%
SP
8
Symmetry Partners
Connecticut
$11.1M 73,487 +9,309 +15%
EWM
9
Empirical Wealth Management
Washington
$9.83M 64,987 -3,685 -5%
WA
10
Win Advisors
Florida
$7.52M 49,680 +49,680 New
LPL Financial
11
LPL Financial
California
$5.86M 38,705 +1,669 +5%
ACM
12
Armbruster Capital Management
New York
$5.63M 37,240 -275 -0.7%
LCC
13
Lincoln Capital Corp
Rhode Island
$5.1M 33,688 +775 +2%
JAG
14
Journey Advisory Group
Kentucky
$5.07M 33,546 +482 +1%
UB
15
UMB Bank
Missouri
$4.04M 26,695 -741 -3%
GVAG
16
Great Valley Advisor Group
Delaware
$3.8M 25,107 +7,530 +43%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$3.05M 20,177 -638 -3%
NRW
18
Nova R Wealth
Kansas
$1.99M 13,129 -632 -5%
CJ
19
Caitlin John
Michigan
$1.83M 12,104 +9,404 +348%
GWM
20
Geneos Wealth Management
Colorado
$1.74M 11,500 -1,326 -10%
UBS Group
21
UBS Group
Switzerland
$1.65M 10,881 +245 +2%
WSTAM
22
Wilbanks Smith & Thomas Asset Management
Virginia
$1.63M 10,801 -8,187 -43%
KAS
23
Kestra Advisory Services
Texas
$1.52M 10,037 +404 +4%
Osaic Holdings
24
Osaic Holdings
Arizona
$1.41M 9,313 +4,849 +109%
AP
25
Aspect Partners
Virginia
$1.24M 8,192 +272 +3%
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