Vanguard US Momentum Factor ETF
VFMO
126 hedge funds and large institutions have $412M invested in Vanguard US Momentum Factor ETF in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 49 increasing their positions, 27 reducing their positions, and 4 closing their positions.
650% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 4
81% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 27
29% more capital invested
Capital invested by funds: $320M → $412M (+$92M)
24% more funds holding
Funds holding: 102 → 126 (+24)
1.47% less ownership
Funds ownership: 48.18% → 46.71% (-1.5%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$44.6M |
| 2 |
LPL Financial
San Diego,
California
|
+$4.18M |
| 3 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$3.78M |
| 4 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
+$3.62M |
| 5 |
HPC
Hobart Private Capital
Charlotte,
North Carolina
|
+$3.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZIMP
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
-$2.02M |
| 2 |
SFS
Strategic Financial Services
Utica,
New York
|
-$1.84M |
| 3 |
CA
Clearstead Advisors
Cleveland,
Ohio
|
-$991K |
| 4 |
ECG
Edge Capital Group
Atlanta,
Georgia
|
-$922K |
| 5 |
CWM
Cabot Wealth Management
Salem,
Massachusetts
|
-$615K |
VFMO Hedge Fund Activity: Q4 2024 in Review
126 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Momentum Factor ETF (VFMO) for Q4 2024, worth a combined $412M — up 29% from $320M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new VFMO positions and 4 closed out — a net gain of 26 holders — while 49 added to existing stakes and 27 trimmed.
The largest buyer was Cetera Investment Advisers, adding an estimated $44.6M. The largest seller was Zimmermann Investment Management & Planning, exiting entirely with an estimated $2.02M sold.
- 126 institutional investors held Vanguard US Momentum Factor ETF (VFMO) as of Q4 2024, up from 102 in Q3 2024.
- Funds reported $412M of Vanguard US Momentum Factor ETF stock for Q4 2024, up 29% quarter-over-quarter.
- 30 funds opened new Vanguard US Momentum Factor ETF positions in Q4 2024 and 4 closed out, a net change of +26 holders.
- The largest Vanguard US Momentum Factor ETF buyer in Q4 2024 was Cetera Investment Advisers, an estimated $44.6M added.
- The largest Vanguard US Momentum Factor ETF seller in Q4 2024 was Zimmermann Investment Management & Planning, an estimated $2.02M sold.
Based on aggregated 13F filings for Q4 2024.