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Vanguard US Momentum Factor ETF

140 hedge funds and large institutions have $634M invested in Vanguard US Momentum Factor ETF in 2025 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 60 increasing their positions, 37 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 37

46% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 13

12% more capital invested

Capital invested by funds: $567M → $634M (+$66.5M)

3.08% more ownership

Funds ownership: 51.99%55.07% (+3.1%)

1% more funds holding

Funds holding: 139140 (+1)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
140
Holders Change
+1
Holders Change %
+0.72%
% of All Funds
1.84%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
19
Increased
60
Reduced
37
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
1
Ritholtz Wealth Management
New York
$120M +$5.5M +30,641 +5%
GVAG
2
Great Valley Advisor Group
Delaware
$65.8M -$925K -5,153 -1%
Wells Fargo
3
Wells Fargo
California
$57.6M +$53.8M +299,902 +39,881%
SFS
4
Strategic Financial Services
New York
$53.7M +$140K +782 +0.3%
DIA
5
Davidson Investment Advisors
Montana
$26.8M +$1.34M +7,479 +6%
AHC
6
Anderson Hoagland & Co
Missouri
$22.8M +$117K +650 +0.5%
SL
7
Systelligence LLC
Minnesota
$22.7M -$10.8M -59,918 -34%
CWM
8
Cabot Wealth Management
Massachusetts
$20.7M +$48.1K +268 +0.2%
EWM
9
Empirical Wealth Management
Washington
$19.9M -$646K -3,601 -3%
LPL Financial
10
LPL Financial
California
$19.9M +$720K +4,012 +4%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$17M -$584K -3,255 -4%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$15.9M -$40.9M -227,879 -73%
Raymond James Financial
13
Raymond James Financial
Florida
$13.3M -$1.71M -9,513 -12%
ACM
14
Armbruster Capital Management
New York
$9.15M -$125K -698 -1%
FPGK
15
Financial Partners Group (Kansas)
Kansas
$7.73M -$1.58M -8,810 -18%
NA
16
NewEdge Advisors
Louisiana
$6.19M +$567K +3,156 +11%
PAG
17
Private Advisor Group
New Jersey
$5.82M +$728K +4,058 +15%
TI
18
Tidal Investments
Wisconsin
$5.6M +$4.44M +24,745 +549%
Bank of America
19
Bank of America
North Carolina
$5.22M -$3.78M -21,079 -44%
LCC
20
Lincoln Capital Corp
Rhode Island
$5.03M -$9.34K -52 -0.2%
SWA
21
Stratos Wealth Advisors
Ohio
$4.74M +$148K +826 +3%
UBS Group
22
UBS Group
Switzerland
$4.18M +$87.8K +489 +2%
UB
23
UMB Bank
Missouri
$4.14M +$5.75K +32 +0.1%
HPC
24
Hobart Private Capital
North Carolina
$4.04M -$44.9K -250 -1%
Betterment LLC
25
Betterment LLC
New York
$3.96M +$58.2K +324 +2%

VFMO Hedge Fund Activity: Q3 2025 in Review

140 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Momentum Factor ETF (VFMO) for Q3 2025, worth a combined $634M — up 12% from $567M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new VFMO positions and 13 closed out — a net gain of 6 holders — while 60 added to existing stakes and 37 trimmed.

The largest buyer was Wells Fargo, adding an estimated $53.8M. The largest seller was Cetera Investment Advisers, cutting an estimated $40.9M.

  • 140 institutional investors held Vanguard US Momentum Factor ETF (VFMO) as of Q3 2025, up from 139 in Q2 2025.
  • Funds reported $634M of Vanguard US Momentum Factor ETF stock for Q3 2025, up 12% quarter-over-quarter.
  • 19 funds opened new Vanguard US Momentum Factor ETF positions in Q3 2025 and 13 closed out, a net change of +6 holders.
  • The largest Vanguard US Momentum Factor ETF buyer in Q3 2025 was Wells Fargo, an estimated $53.8M added.
  • The largest Vanguard US Momentum Factor ETF seller in Q3 2025 was Cetera Investment Advisers, an estimated $40.9M sold.

Based on aggregated 13F filings for Q3 2025.