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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
DAS
76
Diversify Advisory Services
Utah
$429K +$462K +2,804 New
PFS
77
Prospera Financial Services
Texas
$393K +$426K +2,588 New
RTC
78
Riverview Trust Company
Washington
$373K
TI
79
TrueMark Investments
Illinois
$370K +$402K +2,439 New
TRCT
80
Tower Research Capital (TRC)
New York
$353K +$384K +2,329 New
PWM
81
Partners Wealth Management
California
$350K
FWA
82
Flagship Wealth Advisors
Massachusetts
$341K +$371K +2,250 New
GL
83
Graypoint LLC
New York
$341K
JWCA
84
J.W. Cole Advisors
Florida
$338K +$367K +2,226 New
SCM
85
Stonehearth Capital Management
Massachusetts
$332K +$361K +2,190 New
AWA
86
Arkadios Wealth Advisors
Georgia
$325K +$33.6K +204 +11%
CPIG
87
Chicago Partners Investment Group
Illinois
$322K +$330 +2 +0.1%
PSF
88
Pacific Sun Financial
California
$307K +$82.9K +503 +33%
AF
89
Advisornet Financial
Minnesota
$306K +$18.9K +115 +6%
SB
90
Strategic Blueprint
Georgia
$301K +$68.4K +415 +26%
ASN
91
Advisory Services Network
Georgia
$295K +$321K +1,946 New
AWS
92
Atria Wealth Solutions
New York
$277K -$244K -1,478 -45%
GA
93
GSG Advisors
New Jersey
$270K
OIA
94
OneDigital Investment Advisors
Kansas
$268K +$291K +1,765 New
OFG
95
Orcam Financial Group
California
$263K +$659 +4 +0.2%
MSFS
96
Main Street Financial Solutions
Pennsylvania
$260K
WAP
97
Wealthcare Advisory Partners
Pennsylvania
$257K +$55.9K +339 +25%
BCI
98
Brinker Capital Investments
Pennsylvania
$255K -$75.5K -458 -21%
OPS
99
Orion Portfolio Solutions
Nebraska
$255K -$75.5K -458 -21%
SEIA
100
Signature Estate & Investment Advisors
California
$254K +$494 +3 +0.2%

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.