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Vanguard US Momentum Factor ETF

135 hedge funds and large institutions have $470M invested in Vanguard US Momentum Factor ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 57 increasing their positions, 26 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
+11
Holders Change %
+8.87%
% of All Funds
1.83%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
29
Increased
57
Reduced
26
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RWM
1
Ritholtz Wealth Management
New York
$72.8M +$5.85M +38,528 +9%
GVAG
2
Great Valley Advisor Group
Delaware
$58.9M +$47.1M +310,175 +399%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$44M +$2.96M +19,478 +7%
SFS
4
Strategic Financial Services
New York
$40.9M +$697K +4,597 +2%
SL
5
Systelligence LLC
Minnesota
$22M +$7.49M +49,349 +51%
DIA
6
Davidson Investment Advisors
Montana
$19.3M -$108K -715 -0.6%
CWM
7
Cabot Wealth Management
Massachusetts
$16.2M -$495K -3,261 -3%
AHC
8
Anderson Hoagland & Co
Missouri
$16M -$2.25M -16,791 -12%
LPL Financial
9
LPL Financial
California
$15.5M +$2.46M +16,220 +19%
SW
10
Schulz Wealth
Texas
$13.1M +$139K +913 +1%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$12.2M -$119K -786 -1%
Raymond James Financial
12
Raymond James Financial
Florida
$11.3M +$1.03M +6,768 +10%
EWM
13
Empirical Wealth Management
Washington
$10.8M +$1.26M +8,313 +13%
FPGK
14
Financial Partners Group (Kansas)
Kansas
$9.06M +$9.06M +59,732 New
Bank of America
15
Bank of America
North Carolina
$6.27M +$5.59M +36,814 +811%
ACM
16
Armbruster Capital Management
New York
$6.2M +$175K +1,153 +3%
NA
17
NewEdge Advisors
Louisiana
$4.23M +$2.69M +17,705 +174%
LCC
18
Lincoln Capital Corp
Rhode Island
$3.95M -$126K -828 -3%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$3.78M +$3.17M +20,911 +525%
HPC
20
Hobart Private Capital
North Carolina
$3.36M +$213K +1,401 +7%
UB
21
UMB Bank
Missouri
$3.33M -$648K -4,273 -16%
Betterment LLC
22
Betterment LLC
New York
$3.19M +$3.19M +20,999 New
RWA
23
Redhawk Wealth Advisors
Minnesota
$2.97M +$116K +765 +4%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$2.51M -$126K -830 -5%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$2.51M +$290K +1,911 +13%