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Vanguard US Momentum Factor ETF
VFMO

139 hedge funds and large institutions have $567M invested in Vanguard US Momentum Factor ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 53 increasing their positions, 43 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 43

21% more capital invested

Capital invested by funds: $470M → $567M (+$97.3M)

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

1.97% more ownership

Funds ownership: 50.02% → 51.99% (+2%)

1% more funds holding

Funds holding: 138 → 139 (+1)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
139
Holders Change
+1
Holders Change %
+0.72%
% of All Funds
1.83%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
20
Increased
53
Reduced
43
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RWM
Ritholtz Wealth Management
New York
+$18.6M
2
EWM
Empirical Wealth Management
Washington
+$5.77M
3
SL
Systelligence LLC
Minnesota
+$5.24M
4
Two Sigma Investments
Two Sigma Investments
New York
+$4.62M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$3.42M

Top Sellers

Rank Fund Capital Flow
1
SW
Schulz Wealth
Texas
-$13.1M
2
GVAG
Great Valley Advisor Group
Delaware
-$6.21M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.33M
4
FPGK
Financial Partners Group (Kansas)
Kansas
-$1.67M
5
CCFM
Clear Creek Financial Management
Washington
-$1.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
SEIA
101
Signature Estate & Investment Advisors
California
$263K -$24.3K -154 -9%
SOS
102
Silver Oak Securities
Tennessee
$259K +$56.8K +360 +32%
RSWM
103
Robertson Stephens Wealth Management
California
$253K +$316 +2 +0.1%
PAS
104
Park Avenue Securities
New York
$244K +$223K +1,414 New
AR
105
Apeiron RIA
Texas
$236K +$216K +1,368 New
IFG
106
Independent Financial Group
California
$229K – – –
AC
107
Avant Capital
Louisiana
$220K +$202K +1,277 New
BAM
108
Belpointe Asset Management
Nevada
$219K -$328K -2,079 -62%
QCM
109
Quantinno Capital Management
New York
$210K +$193K +1,220 New
CB
110
Cadence Bank
Mississippi
$207K +$189K +1,200 New
CCFM
111
Clear Creek Financial Management
Washington
$202K -$1.53M -9,711 -89%
Wealth Enhancement Advisory Services
112
Wealth Enhancement Advisory Services
Minnesota
$201K +$182K +1,156 New
AAS
113
Ameritas Advisory Services
Nebraska
$192K +$175K +1,111 New
PA
114
Parallel Advisors
California
$190K – – –
Wells Fargo
115
Wells Fargo
California
$130K +$119K +752 New
HAP
116
Harbor Asset Planning
Massachusetts
$105K +$96.1K +609 New
FHA
117
First Horizon Advisors
Tennessee
$78.3K – – –
Simplex Trading
118
Simplex Trading
Illinois
$71K +$53.5K +339 +464%
SWP
119
Strategic Wealth Partners
Ohio
$60.7K +$55.5K +352 New
PFBT
120
Parkside Financial Bank & Trust
Missouri
$37.1K – – –
GWM
121
Geneos Wealth Management
Colorado
$35.9K -$1.09M -6,937 -97%
T
122
Transce3nd
Texas
$35K – – –
GJIA
123
Glass Jacobson Investment Advisors
Maryland
$25.7K -$51.8K -328 -69%
BC
124
Barrett & Company
Rhode Island
$21.6K – – –
ACA
125
Atlas Capital Advisors
Wyoming
$20K – – –
3 4
5
6 7

VFMO Hedge Fund Activity: Q2 2025 in Review

139 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Momentum Factor ETF (VFMO) for Q2 2025, worth a combined $567M — up 21% from $470M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new VFMO positions and 17 closed out — a net gain of 3 holders — while 53 added to existing stakes and 43 trimmed.

The largest buyer was Ritholtz Wealth Management, adding an estimated $18.6M. The largest seller was Schulz Wealth, exiting entirely with an estimated $13.1M sold.

  • 139 institutional investors held Vanguard US Momentum Factor ETF (VFMO) as of Q2 2025, up from 138 in Q1 2025.
  • Funds reported $567M of Vanguard US Momentum Factor ETF stock for Q2 2025, up 21% quarter-over-quarter.
  • 20 funds opened new Vanguard US Momentum Factor ETF positions in Q2 2025 and 17 closed out, a net change of +3 holders.
  • The largest Vanguard US Momentum Factor ETF buyer in Q2 2025 was Ritholtz Wealth Management, an estimated $18.6M added.
  • The largest Vanguard US Momentum Factor ETF seller in Q2 2025 was Schulz Wealth, an estimated $13.1M sold.

Based on aggregated 13F filings for Q2 2025.