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Vanguard US Momentum Factor ETF
VFMO

Overview Fund Activity

124 hedge funds and large institutions have $410M invested in Vanguard US Momentum Factor ETF in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 48 increasing their positions, 28 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+23
Holders Change %
+22.77%
% of All Funds
1.65%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
29
Increased
48
Reduced
28
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$44.4M
2
LPL Financial
LPL Financial
California
$14.1M
3
GVAG
Great Valley Advisor Group
Delaware
$12.8M
4
SL
Systelligence LLC
Minnesota
$15.8M
5
HPC
Hobart Private Capital
North Carolina
$3.41M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$843K
2
ECG
Edge Capital Group
Georgia
$1.01M
3
ZIMP
Zimmermann Investment Management & Planning
Pennsylvania
$0
4
SFS
Strategic Financial Services
New York
$43.5M
5
CA
Clearstead Advisors
Ohio
$1.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
1
Ritholtz Wealth Management
New York
$72.5M +$1.55M +9,446 +2%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$44.4M +$43.5M +264,670 +4,627%
SFS
3
Strategic Financial Services
New York
$43.5M -$1.79M -10,886 -4%
AHC
4
Anderson Hoagland & Co
Missouri
$23.1M -$275K -1,615 -1%
DIA
5
Davidson Investment Advisors
Montana
$21M -$139K -844 -0.7%
CWM
6
Cabot Wealth Management
Massachusetts
$18.1M -$600K -3,648 -3%
SL
7
Systelligence LLC
Minnesota
$15.8M +$3.52M +21,441 +29%
LPL Financial
8
LPL Financial
California
$14.1M +$4.08M +24,804 +41%
SW
9
Schulz Wealth
Texas
$14.1M +$191K +1,165 +1%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$13.4M -$160K -975 -1%
GVAG
11
Great Valley Advisor Group
Delaware
$12.8M +$3.68M +22,409 +40%
Raymond James Financial
12
Raymond James Financial
Florida
$11.1M +$11.1M +67,444 New
EWM
13
Empirical Wealth Management
Washington
$10.3M -$97K -590 -0.9%
ACM
14
Armbruster Capital Management
New York
$6.53M +$28.8K +175 +0.4%
Osaic Holdings
15
Osaic Holdings
Arizona
$5.18M +$3.13M +19,021 +152%
JAG
16
Journey Advisory Group
Kentucky
$5.15M – – –
LCC
17
Lincoln Capital Corp
Rhode Island
$4.42M +$24.8K +151 +0.6%
UB
18
UMB Bank
Missouri
$4.31M -$3.95K -24 -0.1%
HPC
19
Hobart Private Capital
North Carolina
$3.41M +$3.41M +20,761 New
RWA
20
Redhawk Wealth Advisors
Minnesota
$3.1M +$122K +741 +4%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$2.86M +$2.47K +15 +0.1%
CCFM
22
Clear Creek Financial Management
Washington
$2.48M +$2.09M +12,729 +537%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$2.41M +$340K +2,071 +16%
CJ
24
Caitlin John
Michigan
$2.27M -$140K -852 -6%
UBS Group
25
UBS Group
Switzerland
$2.24M +$251K +1,526 +13%
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