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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
AR
126
Apeiron RIA
Texas
$214K -$61.7K -321 -23%
BAM
127
Belpointe Asset Management
Nevada
$214K +$215K +1,119 New
PA
128
Parallel Advisors
California
$210K
KeyBank National Association
129
KeyBank National Association
Ohio
$210K +$212K +1,100 New
CAL
130
Capital Analysts LLC
Pennsylvania
$150K +$54.8K +285 +57%
HAP
131
Harbor Asset Planning
Massachusetts
$133K -$3.85K -20 -3%
FDCDDQ
132
Federation des caisses Desjardins du Quebec
Quebec, Canada
$102K
CSB
133
City State Bank
Iowa
$99.5K +$80.8K +420 +420%
HNW
134
High Note Wealth
Minnesota
$91.2K +$91.7K +477 New
TRCT
135
Tower Research Capital (TRC)
New York
$89.9K +$90.4K +470 New
PNC Financial Services Group
136
PNC Financial Services Group
Pennsylvania
$76.5K +$76.9K +400 New
SWP
137
Strategic Wealth Partners
Ohio
$67.3K
NSIM
138
North Star Investment Management
Illinois
$62.2K +$62.5K +325 New
GWM
139
Geneos Wealth Management
Colorado
$46.5K
PFBT
140
Parkside Financial Bank & Trust
Missouri
$41.1K
VCM
141
Versant Capital Management
Arizona
$27K
BC
142
Barrett & Company
Rhode Island
$23.9K
ACA
143
Atlas Capital Advisors
Wyoming
$22.2K +$22.3K +116 New
GJIA
144
Glass Jacobson Investment Advisors
Maryland
$20.1K
AW
145
Avion Wealth
Texas
$20K
T
146
Tidemark
California
$19.9K
NSG
147
Nalls Sherbakoff Group
Tennessee
$19.1K
MWA
148
Medallion Wealth Advisors
Connecticut
$16.4K
Carson Wealth (CWM LLC)
149
Carson Wealth (CWM LLC)
Nebraska
$16K +$16.3K +85 New
Wells Fargo
150
Wells Fargo
California
$12.1K -$57.8M -300,591 -100%