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Vanguard US Momentum Factor ETF

138 hedge funds and large institutions have $470M invested in Vanguard US Momentum Factor ETF in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 57 increasing their positions, 26 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 26

94% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 16

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

15% more capital invested

Capital invested by funds: $410M → $470M (+$59.7M)

10% more funds holding

Funds holding: 125138 (+13)

3.51% more ownership

Funds ownership: 46.51%50.02% (+3.5%)

Holders
138
Holders Change
+13
Holders Change %
+10.4%
% of All Funds
1.85%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
31
Increased
57
Reduced
26
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
101
Creative Planning
Kansas
$254K +$165 +1 +0.1%
HighTower Advisors
102
HighTower Advisors
Illinois
$235K +$256K +1,552 New
MWM
103
Melfa Wealth Management
Massachusetts
$231K +$165 +1 +0.1%
VR
104
Valued Retirements
Texas
$230K +$250K +1,515 New
RSWM
105
Robertson Stephens Wealth Management
California
$222K
Envestnet Portfolio Solutions
106
Envestnet Portfolio Solutions
Illinois
$218K -$225K -1,367 -49%
SPC
107
Sigma Planning Corp
Michigan
$215K -$72.8K -442 -24%
CIA
108
Concurrent Investment Advisors
Florida
$213K +$231K +1,403 New
Janney Montgomery Scott
109
Janney Montgomery Scott
Pennsylvania
$210K +$228K +1,383 New
TSS
110
Two Sigma Securities
New York
$208K +$226K +1,374 New
IFG
111
Independent Financial Group
California
$201K
SOS
112
Silver Oak Securities
Tennessee
$173K +$188K +1,142 New
PA
113
Parallel Advisors
California
$167K +$181K +1,100 New
GJIA
114
Glass Jacobson Investment Advisors
Maryland
$78.5K
FHA
115
First Horizon Advisors
Tennessee
$68.9K
NWMP
116
Noble Wealth Management PBC
Colorado
$56.9K
JWA
117
JFS Wealth Advisors
Pennsylvania
$44K +$47.8K +290 New
PFBT
118
Parkside Financial Bank & Trust
Missouri
$32.6K -$17.6K -107 -33%
SPIA
119
Steward Partners Investment Advisory
New York
$30.8K
T
120
Transce3nd
Texas
$30.8K +$659 +4 +2%
PNC Financial Services Group
121
PNC Financial Services Group
Pennsylvania
$22.8K +$24.7K +150 New
CAL
122
Capital Analysts LLC
Pennsylvania
$22K
BC
123
Barrett & Company
Rhode Island
$19K
ACA
124
Atlas Capital Advisors
Wyoming
$17.6K
AW
125
Avion Wealth
Texas
$17K

VFMO Hedge Fund Activity: Q1 2025 in Review

138 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Momentum Factor ETF (VFMO) for Q1 2025, worth a combined $470M — up 15% from $410M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new VFMO positions and 16 closed out — a net gain of 15 holders — while 57 added to existing stakes and 26 trimmed.

The largest buyer was Great Valley Advisor Group, adding an estimated $51.1M. The largest seller was Journey Advisory Group, exiting entirely with an estimated $5.15M sold.

  • 138 institutional investors held Vanguard US Momentum Factor ETF (VFMO) as of Q1 2025, up from 125 in Q4 2024.
  • Funds reported $470M of Vanguard US Momentum Factor ETF stock for Q1 2025, up 15% quarter-over-quarter.
  • 31 funds opened new Vanguard US Momentum Factor ETF positions in Q1 2025 and 16 closed out, a net change of +15 holders.
  • The largest Vanguard US Momentum Factor ETF buyer in Q1 2025 was Great Valley Advisor Group, an estimated $51.1M added.
  • The largest Vanguard US Momentum Factor ETF seller in Q1 2025 was Journey Advisory Group, an estimated $5.15M sold.

Based on aggregated 13F filings for Q1 2025.