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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
+11
Holders Change %
+8.87%
% of All Funds
1.83%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
29
Increased
57
Reduced
26
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Creative Planning
101
Creative Planning
Kansas
$254K +$152 +1 +0.1%
HighTower Advisors
102
HighTower Advisors
Illinois
$235K +$235K +1,552 New
MWM
103
Melfa Wealth Management
Massachusetts
$231K +$152 +1 +0.1%
VR
104
Valued Retirements
Texas
$230K +$230K +1,515 New
RSWM
105
Robertson Stephens Wealth Management
California
$222K
Envestnet Portfolio Solutions
106
Envestnet Portfolio Solutions
Illinois
$218K -$207K -1,367 -49%
SPC
107
Sigma Planning Corp
Michigan
$215K -$67K -442 -24%
CIA
108
Concurrent Investment Advisors
Florida
$213K +$213K +1,403 New
Janney Montgomery Scott
109
Janney Montgomery Scott
Pennsylvania
$210K +$210K +1,383 New
TSS
110
Two Sigma Securities
New York
$208K +$208K +1,374 New
SOS
111
Silver Oak Securities
Tennessee
$173K +$173K +1,142 New
PA
112
Parallel Advisors
California
$167K +$167K +1,100 New
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 +$44K +290 New
PFBT
117
Parkside Financial Bank & Trust
Missouri
$32.6K -$16.2K -107 -33%
SPIA
118
Steward Partners Investment Advisory
New York
$30.8K
T
119
Transce3nd
Texas
$30.8K +$607 +4 +2%
PNC Financial Services Group
120
PNC Financial Services Group
Pennsylvania
$22.8K +$22.8K +150 New
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