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Vanguard US Momentum Factor ETF
VFMO

139 hedge funds and large institutions have $567M invested in Vanguard US Momentum Factor ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 53 increasing their positions, 43 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 43

21% more capital invested

Capital invested by funds: $470M → $567M (+$97.3M)

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

1.97% more ownership

Funds ownership: 50.02% → 51.99% (+2%)

1% more funds holding

Funds holding: 138 → 139 (+1)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
139
Holders Change
+1
Holders Change %
+0.72%
% of All Funds
1.83%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
20
Increased
53
Reduced
43
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RWM
Ritholtz Wealth Management
New York
+$18.6M
2
EWM
Empirical Wealth Management
Washington
+$5.77M
3
SL
Systelligence LLC
Minnesota
+$5.24M
4
Two Sigma Investments
Two Sigma Investments
New York
+$4.62M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$3.42M

Top Sellers

Rank Fund Capital Flow
1
SW
Schulz Wealth
Texas
-$13.1M
2
GVAG
Great Valley Advisor Group
Delaware
-$6.21M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.33M
4
FPGK
Financial Partners Group (Kansas)
Kansas
-$1.67M
5
CCFM
Clear Creek Financial Management
Washington
-$1.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
76
Morgan Stanley
New York
$524K -$275K -1,743 -36%
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$479K -$214K -1,356 -33%
TA
78
Tectonic Advisors
Texas
$448K -$59K -374 -13%
RTC
79
Riverview Trust Company
Washington
$424K – – –
IC
80
IEQ Capital
California
$420K +$384K +2,435 New
WA
81
Waverly Advisors
Alabama
$416K -$122K -771 -24%
FWA
82
Flagship Wealth Advisors
Massachusetts
$388K – – –
BCI
83
Brinker Capital Investments
Pennsylvania
$376K +$78.3K +496 +29%
AWA
84
Arkadios Wealth Advisors
Georgia
$370K – – –
ASN
85
Advisory Services Network
Georgia
$369K +$25.7K +163 +8%
GL
86
Graypoint LLC
New York
$368K -$17.4K -110 -5%
CPIG
87
Chicago Partners Investment Group
Illinois
$366K +$473 +3 +0.1%
Jane Street
88
Jane Street
New York
$364K -$1.53M -9,680 -82%
PWM
89
Partners Wealth Management
California
$351K – – –
PSF
90
Pacific Sun Financial
California
$350K +$789 +5 +0.2%
AF
91
Advisornet Financial
Minnesota
$347K -$1.1K -7 -0.3%
AWS
92
Atria Wealth Solutions
New York
$337K +$20K +127 +7%
Janney Montgomery Scott
93
Janney Montgomery Scott
Pennsylvania
$333K +$86K +545 +39%
CIA
94
Concurrent Investment Advisors
Florida
$325K +$75.9K +481 +34%
GA
95
GSG Advisors
New Jersey
$313K -$3.31K -21 -1%
OFG
96
Orcam Financial Group
California
$300K +$947 +6 +0.3%
Creative Planning
97
Creative Planning
Kansas
$289K – – –
FG
98
Foster Group
Iowa
$279K +$256K +1,619 New
SCM
99
Stonehearth Capital Management
Massachusetts
$273K -$95.5K -605 -28%
JWCA
100
J.W. Cole Advisors
Florida
$266K -$108K -686 -31%
2 3
4
5 6

VFMO Hedge Fund Activity: Q2 2025 in Review

139 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Momentum Factor ETF (VFMO) for Q2 2025, worth a combined $567M — up 21% from $470M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new VFMO positions and 17 closed out — a net gain of 3 holders — while 53 added to existing stakes and 43 trimmed.

The largest buyer was Ritholtz Wealth Management, adding an estimated $18.6M. The largest seller was Schulz Wealth, exiting entirely with an estimated $13.1M sold.

  • 139 institutional investors held Vanguard US Momentum Factor ETF (VFMO) as of Q2 2025, up from 138 in Q1 2025.
  • Funds reported $567M of Vanguard US Momentum Factor ETF stock for Q2 2025, up 21% quarter-over-quarter.
  • 20 funds opened new Vanguard US Momentum Factor ETF positions in Q2 2025 and 17 closed out, a net change of +3 holders.
  • The largest Vanguard US Momentum Factor ETF buyer in Q2 2025 was Ritholtz Wealth Management, an estimated $18.6M added.
  • The largest Vanguard US Momentum Factor ETF seller in Q2 2025 was Schulz Wealth, an estimated $13.1M sold.

Based on aggregated 13F filings for Q2 2025.