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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
CSB
126
City State Bank
Iowa
$15.2K
NSG
127
Nalls Sherbakoff Group
Tennessee
$15.2K +$16.5K +100 New
MWA
128
Medallion Wealth Advisors
Connecticut
$13.1K +$14.2K +86 New
Simplex Trading
129
Simplex Trading
Illinois
$11K +$12K +73 New
SIC
130
Salem Investment Counselors
North Carolina
$10.6K +$11.5K +70 New
IA
131
IFP Advisors
Florida
$7.28K -$121K -737 -94%
SWM
132
Spire Wealth Management
Virginia
$6.08K
CPBTD
133
Central Pacific Bank - Trust Division
Hawaii
$5.92K
SS
134
Sunbelt Securities
Texas
$4.86K
PWA
135
Physician Wealth Advisors
Utah
$4.25K
Russell Investments Group
136
Russell Investments Group
United Kingdom
$1.52K +$1.65K +10 New
GIA
137
GHP Investment Advisors
Colorado
$1.37K
HNB
138
Huntington National Bank
Ohio
$455
BBHC
139
Brown Brothers Harriman & Co
New York
$303 +$330 +2 New
Wells Fargo
140
Wells Fargo
California
$18 -$165 -1 Closed
JAG
141
Journey Advisory Group
Kentucky
-$5.15M -34,257 Closed
BSTWA
142
Blake Schutter Theil Wealth Advisors
Ohio
-$398K -2,423 Closed
Cerity Partners
143
Cerity Partners
New York
-$389K -2,366 Closed
TC
144
TownSquare Capital
Utah
-$377K -2,294 Closed
OWCM
145
One Wealth Capital Management
Arizona
-$306K -1,863 Closed
PWM
146
Perigon Wealth Management
California
-$270K -1,599 Closed
AC
147
Avant Capital
Louisiana
-$216K -1,315 Closed
EWA
148
EP Wealth Advisors
California
-$104K -634 Closed
BlackRock
149
BlackRock
New York
-$34.8K -212 Closed
FFA
150
Farther Finance Advisors
California
-$33.2K -202 Closed

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.