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Vanguard US Momentum Factor ETF

138 hedge funds and large institutions have $470M invested in Vanguard US Momentum Factor ETF in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 57 increasing their positions, 26 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 26

94% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 16

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

15% more capital invested

Capital invested by funds: $410M → $470M (+$59.7M)

10% more funds holding

Funds holding: 125138 (+13)

3.51% more ownership

Funds ownership: 46.51%50.02% (+3.5%)

Holders
138
Holders Change
+13
Holders Change %
+10.4%
% of All Funds
1.85%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
31
Increased
57
Reduced
26
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OMC
26
Old Mission Capital
Illinois
$2.17M +$920K +5,584 +64%
UBS Group
27
UBS Group
Switzerland
$2.14M +$79.6K +483 +4%
Osaic Holdings
28
Osaic Holdings
Arizona
$2.12M -$2.89M -17,536 -56%
MFG
29
Merit Financial Group
Georgia
$2.12M +$427K +2,591 +23%
SWA
30
Stratos Wealth Advisors
Ohio
$1.91M +$576K +3,498 +38%
NRW
31
Nova R Wealth
Kansas
$1.91M -$9.23K -56 -0.4%
Jane Street
32
Jane Street
New York
$1.79M +$1.34M +8,103 +220%
CJ
33
Caitlin John
Michigan
$1.69M -$440K -2,671 -19%
KAS
34
Kestra Advisory Services
Texas
$1.65M -$41.2K -250 -2%
CCFM
35
Clear Creek Financial Management
Washington
$1.65M -$694K -4,215 -28%
CA
36
Clearstead Advisors
Ohio
$1.54M +$67.6K +410 +4%
CWM
37
Certus Wealth Management
California
$1.52M +$173K +1,050 +13%
IAIM
38
International Assets Investment Management
Florida
$1.49M +$779K +4,728 +93%
Mariner
39
Mariner
Kansas
$1.49M +$529K +3,211 +49%
NWM
40
Nova Wealth Management
Florida
$1.41M +$142K +860 +10%
FW
41
FullCircle Wealth
Texas
$1.31M -$3.13K -19 -0.2%
IA
42
IAM Advisory
Pennsylvania
$1.27M +$5.77K +35 +0.4%
Comerica Bank
43
Comerica Bank
Texas
$1.19M -$193K -1,169 -13%
TFS
44
Thoroughbred Financial Services
Tennessee
$1.16M +$409K +2,481 +48%
PAG
45
Private Advisor Group
New Jersey
$1.15M +$1.24M +7,551 New
SMC
46
Smith, Moore & Co
Missouri
$1.12M +$1.22M +7,376 New
AP
47
Aspect Partners
Virginia
$1.1M -$191K -1,161 -14%
BBA
48
BLB&B Advisors
Pennsylvania
$1.1M
GWM
49
Geneos Wealth Management
Colorado
$1.08M +$459K +2,783 +64%
WS
50
Wedbush Securities
California
$1.07M +$403K +2,444 +53%

VFMO Hedge Fund Activity: Q1 2025 in Review

138 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Momentum Factor ETF (VFMO) for Q1 2025, worth a combined $470M — up 15% from $410M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new VFMO positions and 16 closed out — a net gain of 15 holders — while 57 added to existing stakes and 26 trimmed.

The largest buyer was Great Valley Advisor Group, adding an estimated $51.1M. The largest seller was Journey Advisory Group, exiting entirely with an estimated $5.15M sold.

  • 138 institutional investors held Vanguard US Momentum Factor ETF (VFMO) as of Q1 2025, up from 125 in Q4 2024.
  • Funds reported $470M of Vanguard US Momentum Factor ETF stock for Q1 2025, up 15% quarter-over-quarter.
  • 31 funds opened new Vanguard US Momentum Factor ETF positions in Q1 2025 and 16 closed out, a net change of +15 holders.
  • The largest Vanguard US Momentum Factor ETF buyer in Q1 2025 was Great Valley Advisor Group, an estimated $51.1M added.
  • The largest Vanguard US Momentum Factor ETF seller in Q1 2025 was Journey Advisory Group, an estimated $5.15M sold.

Based on aggregated 13F filings for Q1 2025.