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Vanguard US Momentum Factor ETF

168 hedge funds and large institutions have $643M invested in Vanguard US Momentum Factor ETF in 2026 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 73 increasing their positions, 39 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.52M
Puts
$611K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SMC
76
Smith, Moore & Co
Missouri
$667K
UAG
77
United Advisor Group
Ohio
$651K
OIA
78
OneDigital Investment Advisors
Kansas
$643K
Creative Planning
79
Creative Planning
Kansas
$627K
LCM
80
Lazari Capital Management
California
$608K
SAW
81
Signal Advisors Wealth
Michigan
$580K
ASN
82
Advisory Services Network
Georgia
$571K
Cerity Partners
83
Cerity Partners
New York
$555K
CW
84
CreativeOne Wealth
Kansas
$497K
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$488K
PWM
86
Partners Wealth Management
California
$481K
PSF
87
Pacific Sun Financial
California
$478K
Morgan Stanley
88
Morgan Stanley
New York
$477K
CIA
89
Concurrent Investment Advisors
Florida
$477K
HAP
90
Harbor Asset Planning
Massachusetts
$476K
WA
91
Waverly Advisors
Alabama
$476K
PAS
92
Park Avenue Securities
New York
$467K
AWA
93
Arkadios Wealth Advisors
Georgia
$466K
VFO
94
Virtus Family Office
Texas
$465K
SWM
95
Seed Wealth Management
Illinois
$459K
CPIG
96
Chicago Partners Investment Group
Illinois
$458K
WIP
97
WealthCare Investment Partners
Rhode Island
$439K
DTC
98
Davidson Trust Company
Washington
$437K
DADC
99
D.A. Davidson & Co
Montana
$427K
RTC
100
Riverview Trust Company
Washington
$419K