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Vanguard US Momentum Factor ETF
VFMO

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: 3 → 4 (+1)

15% more capital invested

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

10% more funds holding

Funds holding: 125 → 138 (+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
–

Top Buyers

Rank Fund Capital Flow
1
GVAG
Great Valley Advisor Group
Delaware
+$51.1M
2
FPGK
Financial Partners Group (Kansas)
Kansas
+$9.84M
3
SL
Systelligence LLC
Minnesota
+$8.13M
4
RWM
Ritholtz Wealth Management
New York
+$6.35M
5
Bank of America
Bank of America
North Carolina
+$6.07M

Top Sellers

Rank Fund Capital Flow
1
JAG
Journey Advisory Group
Kentucky
-$5.15M
2
Osaic Holdings
Osaic Holdings
Arizona
-$2.89M
3
AHC
Anderson Hoagland & Co
Missouri
-$2.77M
4
UB
UMB Bank
Missouri
-$704K
5
CCFM
Clear Creek Financial Management
Washington
-$694K
Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
51
Compass Ion Advisors
Pennsylvania
$1.06M +$1.15M +6,959 New
TI
52
Tidal Investments
Wisconsin
$1.03M +$12K +73 +1%
Mercer Global Advisors
53
Mercer Global Advisors
Colorado
$1.02M +$81.6K +495 +8%
AAS
54
Avantax Advisory Services
Texas
$973K +$36.1K +219 +4%
SCM
55
SCS Capital Management
Massachusetts
$928K +$1.01M +6,117 New
FPAS
56
Focus Partners Advisor Solutions
Missouri
$805K +$207K +1,257 +31%
PA
57
PFG Advisors
Arizona
$753K +$46.1K +280 +6%
Morgan Stanley
58
Morgan Stanley
New York
$726K -$35.9K -218 -4%
HI
59
Harbour Investments
Wisconsin
$696K +$159K +964 +27%
TA
60
TFB Advisors
Kansas
$669K +$225K +1,363 +45%
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$627K +$609K +3,694 +841%
MML Investors Services
62
MML Investors Services
Massachusetts
$588K -$55.9K -339 -8%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$573K +$14.2K +86 +2%
LCM
64
Lazari Capital Management
California
$562K -$97.2K -590 -14%
PS
65
Principal Securities
Iowa
$561K – – –
FFL
66
Financial Freedom LLC
Ohio
$560K +$576K +3,499 +1,842%
OSAM
67
O'Shaughnessy Asset Management
Connecticut
$512K +$201K +1,222 +57%
BAM
68
Belpointe Asset Management
Nevada
$508K +$2.97K +18 +0.5%
UAG
69
United Advisor Group
Ohio
$501K -$4.61K -28 -0.8%
Citadel Advisors
70
Citadel Advisors
Florida
$491K +$533K +3,235 New
SWM
71
Seed Wealth Management
Illinois
$490K – – –
WA
72
Waverly Advisors
Alabama
$483K +$165 +1 +0%
WMWM
73
Wilkins Miller Wealth Management
Alabama
$455K +$122K +738 +33%
TA
74
Tectonic Advisors
Texas
$451K +$11.7K +71 +2%
KCM
75
Kathmere Capital Management
Pennsylvania
$444K +$72.3K +439 +18%
1 2
3
4 5

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.