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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
LCM
76
Lazari Capital Management
California
$590K -$71.2K -370 -11%
SIA
77
Soltis Investment Advisors
Utah
$586K -$149K -776 -20%
OMC
78
Old Mission Capital
Illinois
$568K -$723K -3,758 -56%
BCG
79
Breakwater Capital Group
New Jersey
$544K +$547K +2,843 New
ASN
80
Advisory Services Network
Georgia
$541K -$40.4K -210 -7%
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$521K -$71K -369 -12%
Cerity Partners
82
Cerity Partners
New York
$513K +$515K +2,680 New
Jane Street
83
Jane Street
New York
$506K +$509K +2,647 New
PAS
84
Park Avenue Securities
New York
$501K +$45K +234 +10%
CW
85
CreativeOne Wealth
Kansas
$482K +$485K +2,520 New
Mariner
86
Mariner
Kansas
$475K +$70K +364 +17%
PWM
87
Partners Wealth Management
California
$471K +$7.69K +40 +2%
WA
88
Waverly Advisors
Alabama
$461K
VFO
89
Virtus Family Office
Texas
$451K +$106K +553 +31%
TA
90
Tectonic Advisors
Texas
$447K -$6.73K -35 -1%
Susquehanna International Group
91
Susquehanna International Group
Pennsylvania
$447K +$449K +2,336 New
SWM
92
Seed Wealth Management
Illinois
$446K
CIA
93
Concurrent Investment Advisors
Florida
$435K +$25K +130 +6%
Morgan Stanley
94
Morgan Stanley
New York
$434K -$170K -882 -28%
FWA
95
Flagship Wealth Advisors
Massachusetts
$430K
AWA
96
Arkadios Wealth Advisors
Georgia
$430K +$20.6K +107 +5%
CPIG
97
Chicago Partners Investment Group
Illinois
$428K +$192 +1 +0%
DTC
98
Davidson Trust Company
Washington
$424K
PSF
99
Pacific Sun Financial
California
$409K +$22.7K +118 +6%
RTC
100
Riverview Trust Company
Washington
$407K