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Vanguard US Momentum Factor ETF

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: 138139 (+1)

25% less funds holding in top 10

Funds holding in top 10: 43 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
AW
126
Avion Wealth
Texas
$18K
CSB
127
City State Bank
Iowa
$17.3K
NSG
128
Nalls Sherbakoff Group
Tennessee
$17.3K
CAL
129
Capital Analysts LLC
Pennsylvania
$16K -$8.21K -52 -36%
MWA
130
Medallion Wealth Advisors
Connecticut
$14.7K
SIC
131
Salem Investment Counselors
North Carolina
$12.1K
IA
132
IFP Advisors
Florida
$7.76K -$473 -3 -6%
SWM
133
Spire Wealth Management
Virginia
$7.09K +$158 +1 +3%
CPBTD
134
Central Pacific Bank - Trust Division
Hawaii
$6.73K
SS
135
Sunbelt Securities
Texas
$5.26K
TRCT
136
Tower Research Capital (TRC)
New York
$4.83K -$363K -2,301 -99%
GIA
137
GHP Investment Advisors
Colorado
$1.55K
Russell Investments Group
138
Russell Investments Group
United Kingdom
$863 -$789 -5 -50%
HNB
139
Huntington National Bank
Ohio
$518
KG
140
Kilter Group
New York
$121 +$158 +1 New
SW
141
Schulz Wealth
Texas
-$13.1M -86,511 Closed
PA
142
PFG Advisors
Arizona
-$753K -4,960 Closed
Citadel Advisors
143
Citadel Advisors
Florida
-$491K -3,235 Closed
PFS
144
Prospera Financial Services
Texas
-$393K -2,588 Closed
TI
145
TrueMark Investments
Illinois
-$370K -2,439 Closed
SB
146
Strategic Blueprint
Georgia
-$301K -1,982 Closed
MSFS
147
Main Street Financial Solutions
Pennsylvania
-$260K -1,714 Closed
HighTower Advisors
148
HighTower Advisors
Illinois
-$235K -1,552 Closed
MWM
149
Melfa Wealth Management
Massachusetts
-$231K -1,520 Closed
Envestnet Portfolio Solutions
150
Envestnet Portfolio Solutions
Illinois
-$218K -1,439 Closed

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.