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Vanguard US Momentum Factor ETF

162 hedge funds and large institutions have $591M invested in Vanguard US Momentum Factor ETF in 2025 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 62 increasing their positions, 41 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

460% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 5

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

51% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 41

16% more funds holding

Funds holding: 140162 (+22)

4.95% less ownership

Funds ownership: 55.07%50.13% (-4.9%)

7% less capital invested

Capital invested by funds: $634M → $591M (-$42.9M)

Holders
162
Holders Change
+22
Holders Change %
+15.71%
% of All Funds
1.97%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
28
Increased
62
Reduced
41
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
51
Clearstead Advisors
Ohio
$1.35M -$239K -1,243 -15%
OC
52
Oppenheimer & Co
New York
$1.27M +$1.28M +6,634 New
PA
53
PFG Advisors
Arizona
$1.24M +$142K +738 +13%
BHFP
54
Blom & Howell Financial Planning
California
$1.19M +$1.2M +6,246 New
TFS
55
Thoroughbred Financial Services
Tennessee
$1.17M +$16.9K +88 +1%
TA
56
TFB Advisors
Kansas
$1.11M +$36.9K +192 +3%
FPAS
57
Focus Partners Advisor Solutions
Missouri
$1.08M -$520K -2,703 -32%
OCA
58
Odyssey Capital Advisors
Pennsylvania
$1.07M +$1.08M +5,602 New
WAP
59
Wealthcare Advisory Partners
Pennsylvania
$984K +$40.8K +212 +4%
Mercer Global Advisors
60
Mercer Global Advisors
Colorado
$963K -$192 -1 -0%
GRP
61
Global Retirement Partners
California
$906K -$30.6K -159 -3%
OSAM
62
O'Shaughnessy Asset Management
Connecticut
$874K +$112K +581 +15%
HI
63
Harbour Investments
Wisconsin
$810K +$577 +3 +0.1%
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$769K -$62.9K -327 -8%
MML Investors Services
65
MML Investors Services
Massachusetts
$761K +$104K +539 +16%
DAS
66
Diversify Advisory Services
Utah
$759K +$4.04K +21 +0.6%
AWM
67
Apollon Wealth Management
South Carolina
$753K -$5.38K -28 -0.7%
KCM
68
Kathmere Capital Management
Pennsylvania
$735K +$36.9K +192 +5%
RFW
69
Redwood Family Wealth
Texas
$732K +$736K +3,826 New
PS
70
Principal Securities
Iowa
$711K +$12.1K +63 +2%
SMC
71
Smith, Moore & Co
Missouri
$689K -$62.5K -325 -8%
SWP
72
Sagespring Wealth Partners
Tennessee
$663K -$1.47M -7,646 -69%
UAG
73
United Advisor Group
Ohio
$632K
OIA
74
OneDigital Investment Advisors
Kansas
$629K -$75.2K -391 -11%
SAW
75
Signal Advisors Wealth
Michigan
$620K +$260K +1,353 +72%