We are live on ! Find out more
VFMO icon

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
RWM
1
Ritholtz Wealth Management
New York
$103M +$18.6M +117,873 +25%
GVAG
2
Great Valley Advisor Group
Delaware
$60.1M -$6.21M -39,355 -10%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$53.7M +$3.34M +21,147 +7%
SFS
4
Strategic Financial Services
New York
$48.2M +$1.58M +9,998 +4%
SL
5
Systelligence LLC
Minnesota
$30.8M +$5.24M +33,204 +23%
DIA
6
Davidson Investment Advisors
Montana
$22.8M +$784K +4,967 +4%
AHC
7
Anderson Hoagland & Co
Missouri
$20.4M -$84.9K -538 -0.5%
CWM
8
Cabot Wealth Management
Massachusetts
$18.6M +$156K +991 +0.9%
EWM
9
Empirical Wealth Management
Washington
$18.5M +$5.77M +36,548 +51%
LPL Financial
10
LPL Financial
California
$17.2M -$346K -2,195 -2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$15.9M +$1.84M +11,656 +14%
Raymond James Financial
12
Raymond James Financial
Florida
$13.6M +$704K +4,463 +6%
FPGK
13
Financial Partners Group (Kansas)
Kansas
$8.48M -$1.67M -10,567 -18%
ACM
14
Armbruster Capital Management
New York
$8.36M +$1.19M +7,555 +18%
Bank of America
15
Bank of America
North Carolina
$8.34M +$1.1M +6,962 +17%
Two Sigma Investments
16
Two Sigma Investments
New York
$5.05M +$4.62M +29,300 New
NA
17
NewEdge Advisors
Louisiana
$5.03M +$205K +1,296 +5%
PAG
18
Private Advisor Group
New Jersey
$4.54M +$2.97M +18,793 +249%
LCC
19
Lincoln Capital Corp
Rhode Island
$4.53M +$38.7K +245 +0.9%
SWA
20
Stratos Wealth Advisors
Ohio
$4.13M +$1.78M +11,302 +90%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$3.74M +$3.42M +21,653 New
UB
22
UMB Bank
Missouri
$3.72M -$55.4K -351 -2%
HPC
23
Hobart Private Capital
North Carolina
$3.68M -$131K -829 -4%
UBS Group
24
UBS Group
Switzerland
$3.68M +$1.13M +7,185 +51%
Betterment LLC
25
Betterment LLC
New York
$3.51M -$103K -655 -3%

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.