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Vanguard US Momentum Factor ETF

135 hedge funds and large institutions have $470M invested in Vanguard US Momentum Factor ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 57 increasing their positions, 26 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
101
Creative Planning
Kansas
$254K
HighTower Advisors
102
HighTower Advisors
Illinois
$235K
MWM
103
Melfa Wealth Management
Massachusetts
$231K
VR
104
Valued Retirements
Texas
$230K
RSWM
105
Robertson Stephens Wealth Management
California
$222K
Envestnet Portfolio Solutions
106
Envestnet Portfolio Solutions
Illinois
$218K
SPC
107
Sigma Planning Corp
Michigan
$215K
CIA
108
Concurrent Investment Advisors
Florida
$213K
Janney Montgomery Scott
109
Janney Montgomery Scott
Pennsylvania
$210K
TSS
110
Two Sigma Securities
New York
$208K
SOS
111
Silver Oak Securities
Tennessee
$173K
PA
112
Parallel Advisors
California
$167K
GJIA
113
Glass Jacobson Investment Advisors
Maryland
$78.5K
FHA
114
First Horizon Advisors
Tennessee
$68.9K
NWMP
115
Noble Wealth Management PBC
Colorado
$56.9K
JWA
116
JFS Wealth Advisors
Pennsylvania
$44K
PFBT
117
Parkside Financial Bank & Trust
Missouri
$32.6K
SPIA
118
Steward Partners Investment Advisory
New York
$30.8K
T
119
Transce3nd
Texas
$30.8K
PNC Financial Services Group
120
PNC Financial Services Group
Pennsylvania
$22.8K
CAL
121
Capital Analysts LLC
Pennsylvania
$22K
BC
122
Barrett & Company
Rhode Island
$19K
ACA
123
Atlas Capital Advisors
Wyoming
$17.6K
AW
124
Avion Wealth
Texas
$17K
CSB
125
City State Bank
Iowa
$15.2K