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Vanguard US Momentum Factor ETF
VFMO

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
+9
Holders Change %
+11.11%
% of All Funds
1.31%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
20
Increased
35
Reduced
20
Closed
8
Calls
$466K
Puts
–
Net Calls
+$466K
Net Calls Change
+$466K

Top Buyers

1
SL
Systelligence LLC
Minnesota
$13.3M
2
LPL Financial
LPL Financial
California
$9.78M
3
UBS Group
UBS Group
Switzerland
$3.49M
4
CA
Clearstead Advisors
Ohio
$1.62M
5
LCM
Lazari Capital Management
California
$1.05M

Top Sellers

1
WA
Win Advisors
Florida
$0
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$13.3M
3
CWM
Cabot Wealth Management
Massachusetts
$17.4M
4
Jane Street
Jane Street
New York
$0
5
GWM
Geneos Wealth Management
Colorado
$1.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
1
Ritholtz Wealth Management
New York
$63.1M -$194K -1,290 -0.3%
SFS
2
Strategic Financial Services
New York
$42.1M +$562K +3,743 +1%
DIA
3
Davidson Investment Advisors
Montana
$31.2M +$639K +4,256 +2%
AHC
4
Anderson Hoagland & Co
Missouri
$20.9M +$44.4K +295 +0.2%
CWM
5
Cabot Wealth Management
Massachusetts
$17.4M -$1.73M -11,509 -9%
SL
6
Systelligence LLC
Minnesota
$13.3M +$13.3M +88,824 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$13.3M -$3.02M -20,082 -18%
SW
8
Schulz Wealth
Texas
$12.2M -$290K -1,930 -2%
SP
9
Symmetry Partners
Connecticut
$11.5M +$480K +3,198 +4%
LPL Financial
10
LPL Financial
California
$9.78M +$3.96M +26,392 +68%
EWM
11
Empirical Wealth Management
Washington
$9.16M -$604K -4,019 -6%
ACM
12
Armbruster Capital Management
New York
$5.55M -$45.1K -300 -0.8%
JAG
13
Journey Advisory Group
Kentucky
$5.28M +$242K +1,614 +5%
LCC
14
Lincoln Capital Corp
Rhode Island
$4.74M -$317K -2,109 -6%
GVAG
15
Great Valley Advisor Group
Delaware
$4.47M +$699K +4,655 +19%
UB
16
UMB Bank
Missouri
$4.02M +$13.7K +91 +0.3%
UBS Group
17
UBS Group
Switzerland
$3.49M +$1.85M +12,337 +113%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$2.99M -$40K -266 -1%
CJ
19
Caitlin John
Michigan
$2.14M +$322K +2,145 +18%
NRW
20
Nova R Wealth
Kansas
$2.05M +$81.4K +542 +4%
Osaic Holdings
21
Osaic Holdings
Arizona
$1.69M +$294K +1,959 +21%
KAS
22
Kestra Advisory Services
Texas
$1.68M +$168K +1,121 +11%
CA
23
Clearstead Advisors
Ohio
$1.62M +$1.62M +10,766 New
IA
24
IFP Advisors
Florida
$1.5M +$297K +1,980 +25%
MML Investors Services
25
MML Investors Services
Massachusetts
$1.38M +$274K +1,827 +25%
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