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Vanguard US Momentum Factor ETF

162 hedge funds and large institutions have $591M invested in Vanguard US Momentum Factor ETF in 2025 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 62 increasing their positions, 41 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

460% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 5

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

51% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 41

16% more funds holding

Funds holding: 140162 (+22)

4.95% less ownership

Funds ownership: 55.07%50.13% (-4.9%)

7% less capital invested

Capital invested by funds: $634M → $591M (-$42.9M)

Holders
162
Holders Change
+22
Holders Change %
+15.71%
% of All Funds
1.97%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
28
Increased
62
Reduced
41
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
101
Clark Wealth Partners
Illinois
$384K
BCI
102
Brinker Capital Investments
Pennsylvania
$381K -$44.2K -230 -10%
SCM
103
SCS Capital Management
Massachusetts
$361K -$634K -3,296 -64%
Creative Planning
104
Creative Planning
Kansas
$361K +$41K +213 +13%
GA
105
GSG Advisors
New Jersey
$344K -$2.5K -13 -0.7%
OFG
106
Orcam Financial Group
California
$333K +$577 +3 +0.2%
Wealth Enhancement Advisory Services
107
Wealth Enhancement Advisory Services
Minnesota
$333K +$62.9K +327 +25%
SOS
108
Silver Oak Securities
Tennessee
$312K +$577 +3 +0.2%
AF
109
Advisornet Financial
Minnesota
$306K -$146K -757 -32%
SCM
110
Stonehearth Capital Management
Massachusetts
$299K +$577 +3 +0.2%
FG
111
Foster Group
Iowa
$294K -$21.3K -111 -7%
SEIA
112
Signature Estate & Investment Advisors
California
$292K +$577 +3 +0.2%
RSWM
113
Robertson Stephens Wealth Management
California
$289K -$20.6K -107 -7%
CPWL
114
Coquina Private Wealth LLC
Florida
$284K +$285K +1,484 New
Stifel Financial
115
Stifel Financial
Missouri
$268K +$58.5K +304 +28%
KPWS
116
Kestra Private Wealth Services
Texas
$257K +$45.4K +236 +21%
AC
117
Avant Capital
Louisiana
$245K +$385 +2 +0.2%
AA
118
Alesco Advisors
New York
$244K +$245K +1,275 New
EH
119
Equitable Holdings
New York
$242K +$244K +1,267 New
PFS
120
Prospera Financial Services
Texas
$237K +$238K +1,237 New
QCM
121
Quantinno Capital Management
New York
$233K
CB
122
Cadence Bank
Mississippi
$230K
MWM
123
Melfa Wealth Management
Massachusetts
$227K
CCFM
124
Clear Creek Financial Management
Washington
$226K +$385 +2 +0.2%
PWM
125
Perigon Wealth Management
California
$223K +$224K +1,164 New