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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
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
1
Ritholtz Wealth Management
New York
$72.8M
GVAG
2
Great Valley Advisor Group
Delaware
$58.9M
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$44M
SFS
4
Strategic Financial Services
New York
$40.9M
SL
5
Systelligence LLC
Minnesota
$22M
DIA
6
Davidson Investment Advisors
Montana
$19.3M
CWM
7
Cabot Wealth Management
Massachusetts
$16.2M
AHC
8
Anderson Hoagland & Co
Missouri
$16M
LPL Financial
9
LPL Financial
California
$15.5M
SW
10
Schulz Wealth
Texas
$13.1M
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$12.2M
Raymond James Financial
12
Raymond James Financial
Florida
$11.3M
EWM
13
Empirical Wealth Management
Washington
$10.8M
FPGK
14
Financial Partners Group (Kansas)
Kansas
$9.06M
Bank of America
15
Bank of America
North Carolina
$6.27M
ACM
16
Armbruster Capital Management
New York
$6.2M
NA
17
NewEdge Advisors
Louisiana
$4.23M
LCC
18
Lincoln Capital Corp
Rhode Island
$3.95M
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$3.78M
HPC
20
Hobart Private Capital
North Carolina
$3.36M
UB
21
UMB Bank
Missouri
$3.33M
Betterment LLC
22
Betterment LLC
New York
$3.19M
RWA
23
Redhawk Wealth Advisors
Minnesota
$2.97M
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$2.51M
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$2.51M