We are live on ! Find out more
VFMO icon

Vanguard US Momentum Factor ETF

140 hedge funds and large institutions have $634M invested in Vanguard US Momentum Factor ETF in 2025 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 60 increasing their positions, 37 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 37

46% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 13

12% more capital invested

Capital invested by funds: $567M → $634M (+$66.5M)

3.08% more ownership

Funds ownership: 51.99%55.07% (+3.1%)

1% more funds holding

Funds holding: 139140 (+1)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
140
Holders Change
+1
Holders Change %
+0.72%
% of All Funds
1.84%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
19
Increased
60
Reduced
37
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
51
Compass Ion Advisors
Pennsylvania
$1.17M +$402K +2,241 +58%
TFS
52
Thoroughbred Financial Services
Tennessee
$1.16M -$103K -571 -9%
TA
53
TFB Advisors
Kansas
$1.11M +$125K +695 +14%
PA
54
PFG Advisors
Arizona
$1.1M +$1.03M +5,727 New
SCM
55
SCS Capital Management
Massachusetts
$993K +$180 +1 +0%
Mercer Global Advisors
56
Mercer Global Advisors
Colorado
$965K -$189K -1,051 -17%
WAP
57
Wealthcare Advisory Partners
Pennsylvania
$946K +$160K +892 +22%
GRP
58
Global Retirement Partners
California
$938K -$28.2K -157 -3%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$833K +$20.5K +114 +3%
HI
60
Harbour Investments
Wisconsin
$811K -$7.72K -43 -1%
VR
61
Valued Retirements
Texas
$792K
OSAM
62
O'Shaughnessy Asset Management
Connecticut
$764K +$19K +106 +3%
AWM
63
Apollon Wealth Management
South Carolina
$760K +$17.1K +95 +2%
Citadel Advisors
64
Citadel Advisors
Florida
$753K +$706K +3,930 New
SMC
65
Smith, Moore & Co
Missouri
$752K -$188K -1,046 -21%
SIA
66
Soltis Investment Advisors
Utah
$736K +$690K +3,842 New
DAS
67
Diversify Advisory Services
Utah
$714K +$88K +490 +16%
OIA
68
OneDigital Investment Advisors
Kansas
$705K -$82K -457 -11%
PS
69
Principal Securities
Iowa
$701K +$10.1K +56 +2%
KCM
70
Kathmere Capital Management
Pennsylvania
$699K +$75.6K +421 +13%
LCM
71
Lazari Capital Management
California
$662K -$24.8K -138 -4%
MML Investors Services
72
MML Investors Services
Massachusetts
$659K -$88.3K -492 -13%
UAG
73
United Advisor Group
Ohio
$633K
Morgan Stanley
74
Morgan Stanley
New York
$604K +$20.3K +113 +4%
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$593K +$56.7K +316 +11%

VFMO Hedge Fund Activity: Q3 2025 in Review

140 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Momentum Factor ETF (VFMO) for Q3 2025, worth a combined $634M — up 12% from $567M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new VFMO positions and 13 closed out — a net gain of 6 holders — while 60 added to existing stakes and 37 trimmed.

The largest buyer was Wells Fargo, adding an estimated $53.8M. The largest seller was Cetera Investment Advisers, cutting an estimated $40.9M.

  • 140 institutional investors held Vanguard US Momentum Factor ETF (VFMO) as of Q3 2025, up from 139 in Q2 2025.
  • Funds reported $634M of Vanguard US Momentum Factor ETF stock for Q3 2025, up 12% quarter-over-quarter.
  • 19 funds opened new Vanguard US Momentum Factor ETF positions in Q3 2025 and 13 closed out, a net change of +6 holders.
  • The largest Vanguard US Momentum Factor ETF buyer in Q3 2025 was Wells Fargo, an estimated $53.8M added.
  • The largest Vanguard US Momentum Factor ETF seller in Q3 2025 was Cetera Investment Advisers, an estimated $40.9M sold.

Based on aggregated 13F filings for Q3 2025.