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Vanguard US Momentum Factor ETF
VFMO

Overview Fund Activity

101 hedge funds and large institutions have $319M invested in Vanguard US Momentum Factor ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 34 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
+11
Holders Change %
+12.22%
% of All Funds
1.46%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
16
Increased
36
Reduced
34
Closed
5
Calls
$499K
Puts
$113K
Net Calls
+$386K
Net Calls Change
-$80K

Top Buyers

1
GVAG
Great Valley Advisor Group
Delaware
$8.92M
2
RWA
Redhawk Wealth Advisors
Minnesota
$2.91M
3
RWM
Ritholtz Wealth Management
New York
$69.5M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$2.79M
5
ZIMP
Zimmermann Investment Management & Planning
Pennsylvania
$2.02M

Top Sellers

1
DIA
Davidson Investment Advisors
Montana
$20.7M
2
SP
Symmetry Partners
Connecticut
$0
3
SL
Systelligence LLC
Minnesota
$12M
4
UBS Group
UBS Group
Switzerland
$1.95M
5
IA
IFP Advisors
Florida
$143K
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
1
Ritholtz Wealth Management
New York
$69.5M +$1.91M +11,880 +3%
SFS
2
Strategic Financial Services
New York
$44.4M -$740K -4,598 -2%
AHC
3
Anderson Hoagland & Co
Missouri
$22.1M -$243K -1,505 -1%
DIA
4
Davidson Investment Advisors
Montana
$20.7M -$12.7M -78,685 -38%
CWM
5
Cabot Wealth Management
Massachusetts
$18.3M -$327K -2,033 -2%
SW
6
Schulz Wealth
Texas
$13.6M +$478K +2,970 +4%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$13.2M -$1.06M -6,601 -7%
SL
8
Systelligence LLC
Minnesota
$12M -$2.3M -14,296 -16%
EWM
9
Empirical Wealth Management
Washington
$10.2M +$367K +2,279 +4%
LPL Financial
10
LPL Financial
California
$9.81M -$663K -4,118 -6%
GVAG
11
Great Valley Advisor Group
Delaware
$8.92M +$4.13M +25,646 +86%
ACM
12
Armbruster Capital Management
New York
$6.37M +$422K +2,625 +7%
JAG
13
Journey Advisory Group
Kentucky
$5.15M -$136K -903 -3%
LCC
14
Lincoln Capital Corp
Rhode Island
$4.3M -$783K -4,864 -15%
UB
15
UMB Bank
Missouri
$4.22M -$90.6K -563 -2%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$3.19M -$15.1K -94 -0.5%
RWA
17
Redhawk Wealth Advisors
Minnesota
$2.91M +$2.09M +12,975 +253%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$2.79M +$1.69M +10,499 +153%
CJ
19
Caitlin John
Michigan
$2.54M +$68.3K +393 +3%
CA
20
Clearstead Advisors
Ohio
$2.51M +$779K +4,838 +45%
NRW
21
Nova R Wealth
Kansas
$2.1M -$103K -638 -5%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$2.02M +$931K +5,783 +85%
ZIMP
23
Zimmermann Investment Management & Planning
Pennsylvania
$2.02M +$1.52M +9,447 +307%
Osaic Holdings
24
Osaic Holdings
Arizona
$2.01M +$198K +1,233 +11%
UBS Group
25
UBS Group
Switzerland
$1.95M -$1.79M -11,091 -48%
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