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Vanguard US Momentum Factor ETF

170 hedge funds and large institutions have $652M invested in Vanguard US Momentum Factor ETF in 2026 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 75 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more call options, than puts

Call options by funds: $1.52M | Put options by funds: $611K

100% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 13

92% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 39

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

10% more capital invested

Capital invested by funds: $591M → $652M (+$61.4M)

6% more funds holding

Funds holding: 161170 (+9)

0.66% less ownership

Funds ownership: 50.13%49.47% (-0.66%)

Holders
170
Holders Change
+9
Holders Change %
+5.59%
% of All Funds
2.09%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
26
Increased
75
Reduced
39
Closed
13
Calls
$1.52M
Puts
$611K
Net Calls
+$907K
Net Calls Change
+$907K
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
76
Sagespring Wealth Partners
Tennessee
$691K +$7.5K +37 +1%
BAM
77
Belpointe Asset Management
Nevada
$688K +$480K +2,369 +212%
SMC
78
Smith, Moore & Co
Missouri
$667K -$44.4K -219 -6%
UAG
79
United Advisor Group
Ohio
$651K
OIA
80
OneDigital Investment Advisors
Kansas
$643K -$4.46K -22 -0.7%
Creative Planning
81
Creative Planning
Kansas
$627K +$263K +1,297 +69%
LCM
82
Lazari Capital Management
California
$608K
SAW
83
Signal Advisors Wealth
Michigan
$580K -$60.6K -299 -9%
ASN
84
Advisory Services Network
Georgia
$571K +$13.8K +68 +2%
Cerity Partners
85
Cerity Partners
New York
$555K +$27.4K +135 +5%
CW
86
CreativeOne Wealth
Kansas
$497K
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$488K -$50.5K -249 -9%
PWM
88
Partners Wealth Management
California
$481K -$5.07K -25 -1%
PSF
89
Pacific Sun Financial
California
$478K +$57.8K +285 +13%
Morgan Stanley
90
Morgan Stanley
New York
$477K +$30K +148 +7%
CIA
91
Concurrent Investment Advisors
Florida
$477K +$29.2K +144 +6%
HAP
92
Harbor Asset Planning
Massachusetts
$476K +$349K +1,719 +247%
WA
93
Waverly Advisors
Alabama
$476K +$203 +1 +0%
PAS
94
Park Avenue Securities
New York
$467K -$50.9K -251 -10%
AWA
95
Arkadios Wealth Advisors
Georgia
$466K +$23.1K +114 +5%
VFO
96
Virtus Family Office
Texas
$465K
SWM
97
Seed Wealth Management
Illinois
$459K
CPIG
98
Chicago Partners Investment Group
Illinois
$458K +$203 +1 +0%
WIP
99
WealthCare Investment Partners
Rhode Island
$439K +$442K +2,181 New
DTC
100
Davidson Trust Company
Washington
$437K