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Vanguard US Momentum Factor ETF

136 hedge funds and large institutions have $569M invested in Vanguard US Momentum Factor ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 54 increasing their positions, 42 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
+1
Holders Change %
+0.74%
% of All Funds
1.82%
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
54
Reduced
42
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RWM
1
Ritholtz Wealth Management
New York
$103M +$20.3M +117,873 +25%
GVAG
2
Great Valley Advisor Group
Delaware
$60.1M -$6.79M -39,355 -10%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$53.7M +$3.65M +21,147 +7%
SFS
4
Strategic Financial Services
New York
$48.2M +$1.72M +9,998 +4%
SL
5
Systelligence LLC
Minnesota
$30.8M +$5.73M +33,204 +23%
DIA
6
Davidson Investment Advisors
Montana
$22.8M +$857K +4,967 +4%
AHC
7
Anderson Hoagland & Co
Missouri
$20.4M -$92.8K -538 -0.5%
CWM
8
Cabot Wealth Management
Massachusetts
$18.6M +$171K +991 +0.9%
EWM
9
Empirical Wealth Management
Washington
$18.5M +$6.31M +36,548 +51%
LPL Financial
10
LPL Financial
California
$17.2M -$379K -2,195 -2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$15.9M +$2.01M +11,656 +14%
Raymond James Financial
12
Raymond James Financial
Florida
$13.6M +$770K +4,463 +6%
FPGK
13
Financial Partners Group (Kansas)
Kansas
$8.48M -$1.82M -10,567 -18%
ACM
14
Armbruster Capital Management
New York
$8.36M +$1.3M +7,555 +18%
Bank of America
15
Bank of America
North Carolina
$8.34M +$1.2M +6,962 +17%
Two Sigma Investments
16
Two Sigma Investments
New York
$5.05M +$5.05M +29,300 New
NA
17
NewEdge Advisors
Louisiana
$5.03M +$224K +1,296 +5%
PAG
18
Private Advisor Group
New Jersey
$4.54M +$3.24M +18,793 +249%
LCC
19
Lincoln Capital Corp
Rhode Island
$4.53M +$42.3K +245 +0.9%
SWA
20
Stratos Wealth Advisors
Ohio
$4.13M +$1.95M +11,302 +90%
Osaic Holdings
21
Osaic Holdings
Arizona
$4.05M +$1.73M +10,481 +75%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$3.74M +$3.74M +21,653 New
UB
23
UMB Bank
Missouri
$3.72M -$60.6K -351 -2%
HPC
24
Hobart Private Capital
North Carolina
$3.68M -$143K -829 -4%
UBS Group
25
UBS Group
Switzerland
$3.68M +$1.24M +7,185 +51%