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Vanguard US Momentum Factor ETF

162 hedge funds and large institutions have $591M invested in Vanguard US Momentum Factor ETF in 2025 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 62 increasing their positions, 41 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

460% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 5

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

51% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 41

16% more funds holding

Funds holding: 140162 (+22)

4.95% less ownership

Funds ownership: 55.07%50.13% (-4.9%)

7% less capital invested

Capital invested by funds: $634M → $591M (-$42.9M)

Holders
162
Holders Change
+22
Holders Change %
+15.71%
% of All Funds
1.97%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
28
Increased
62
Reduced
41
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
1
Ritholtz Wealth Management
New York
$125M +$4.35M +22,621 +4%
SFS
2
Strategic Financial Services
New York
$58.5M +$745K +3,874 +1%
GVAG
3
Great Valley Advisor Group
Delaware
$30.4M -$35.5M -184,324 -54%
DIA
4
Davidson Investment Advisors
Montana
$28M +$1.31M +6,811 +5%
LPL Financial
5
LPL Financial
California
$26.8M +$6.98M +36,308 +35%
CWM
6
Cabot Wealth Management
Massachusetts
$21.9M +$1.17M +6,098 +6%
AHC
7
Anderson Hoagland & Co
Missouri
$21.7M -$1.03M -5,357 -5%
Raymond James Financial
8
Raymond James Financial
Florida
$21.7M +$8.49M +44,136 +64%
EWM
9
Empirical Wealth Management
Washington
$20.3M +$424K +2,204 +2%
SL
10
Systelligence LLC
Minnesota
$20.1M -$2.56M -13,290 -11%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$16.3M +$418K +2,175 +3%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$16.1M -$902K -4,688 -5%
FPGK
13
Financial Partners Group (Kansas)
Kansas
$10M +$1.76M +9,152 +23%
ACM
14
Armbruster Capital Management
New York
$8.6M -$531K -2,759 -6%
UBS Group
15
UBS Group
Switzerland
$8.24M +$4.09M +21,256 +97%
NA
16
NewEdge Advisors
Louisiana
$6.37M +$191K +993 +3%
PAG
17
Private Advisor Group
New Jersey
$6.2M +$383K +1,991 +7%
HPC
18
Hobart Private Capital
North Carolina
$6.02M +$2M +10,375 +49%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$5.66M +$5.69M +29,592 New
MFG
20
Merit Financial Group
Georgia
$5.14M +$1.48M +7,673 +40%
Bank of America
21
Bank of America
North Carolina
$5.13M -$82.5K -429 -2%
P
22
&Partners
Tennessee
$4.97M +$1.47M +7,664 +42%
LCC
23
Lincoln Capital Corp
Rhode Island
$4.95M -$68.1K -354 -1%
SWA
24
Stratos Wealth Advisors
Ohio
$4.84M +$110K +570 +2%
RWA
25
Redhawk Wealth Advisors
Minnesota
$4.34M +$395K +2,053 +10%