Vanguard US Momentum Factor ETF
VFMO
90 hedge funds and large institutions have $316M invested in Vanguard US Momentum Factor ETF in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 35 increasing their positions, 20 reducing their positions, and 8 closing their positions.
150% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 8
75% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 20
11% more funds holding
Funds holding: 81 → 90 (+9)
5% more capital invested
Capital invested by funds: $301M → $316M (+$14.8M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
6.67% less ownership
Funds ownership: 60.48% → 53.81% (-6.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
+$13.1M |
| 2 |
LPL Financial
San Diego,
California
|
+$3.9M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.82M |
| 4 |
CA
Clearstead Advisors
Cleveland,
Ohio
|
+$1.59M |
| 5 |
LCM
Lazari Capital Management
Woodland Hills,
California
|
+$1.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
-$7.52M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.97M |
| 3 |
CWM
Cabot Wealth Management
Salem,
Massachusetts
|
-$1.7M |
| 4 |
Jane Street
New York
|
-$800K |
| 5 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$689K |
VFMO Hedge Fund Activity: Q2 2024 in Review
90 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Momentum Factor ETF (VFMO) for Q2 2024, worth a combined $316M — up 4.9% from $301M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new VFMO positions and 8 closed out — a net gain of 12 holders — while 35 added to existing stakes and 20 trimmed.
The largest buyer was Systelligence LLC, opening a new position worth an estimated $13.1M. The largest seller was Win Advisors, exiting entirely with an estimated $7.52M sold.
- 90 institutional investors held Vanguard US Momentum Factor ETF (VFMO) as of Q2 2024, up from 81 in Q1 2024.
- Funds reported $316M of Vanguard US Momentum Factor ETF stock for Q2 2024, up 4.9% quarter-over-quarter.
- 20 funds opened new Vanguard US Momentum Factor ETF positions in Q2 2024 and 8 closed out, a net change of +12 holders.
- The largest Vanguard US Momentum Factor ETF buyer in Q2 2024 was Systelligence LLC, an estimated $13.1M added.
- The largest Vanguard US Momentum Factor ETF seller in Q2 2024 was Win Advisors, an estimated $7.52M sold.
Based on aggregated 13F filings for Q2 2024.