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Vanguard US Momentum Factor ETF

170 hedge funds and large institutions have $652M invested in Vanguard US Momentum Factor ETF in 2026 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 75 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more call options, than puts

Call options by funds: $1.52M | Put options by funds: $611K

100% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 13

92% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 39

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

10% more capital invested

Capital invested by funds: $591M → $652M (+$61.4M)

6% more funds holding

Funds holding: 161170 (+9)

0.66% less ownership

Funds ownership: 50.13%49.47% (-0.66%)

Holders
170
Holders Change
+9
Holders Change %
+5.59%
% of All Funds
2.09%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
26
Increased
75
Reduced
39
Closed
13
Calls
$1.52M
Puts
$611K
Net Calls
+$907K
Net Calls Change
+$907K
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
1
Ritholtz Wealth Management
New York
$139M +$11.4M +56,191 +9%
SFS
2
Strategic Financial Services
New York
$56.3M +$281K +1,385 +0.5%
GVAG
3
Great Valley Advisor Group
Delaware
$31.7M +$302K +1,487 +0.9%
DIA
4
Davidson Investment Advisors
Montana
$30.3M +$1.41M +6,929 +5%
LPL Financial
5
LPL Financial
California
$29.9M +$2.38M +11,747 +8%
Raymond James Financial
6
Raymond James Financial
Florida
$29.6M +$7.45M +36,737 +32%
CWM
7
Cabot Wealth Management
Massachusetts
$23.2M +$648K +3,195 +3%
AHC
8
Anderson Hoagland & Co
Missouri
$22.5M +$110K +543 +0.5%
EWM
9
Empirical Wealth Management
Washington
$21.5M +$627K +3,090 +3%
SL
10
Systelligence LLC
Minnesota
$20.3M -$460K -2,266 -2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$18.1M +$1.56M +7,686 +9%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$14.9M -$2M -9,843 -12%
WA
13
Win Advisors
Florida
$10.9M +$8.63M +42,553 +327%
FPGK
14
Financial Partners Group (Kansas)
Kansas
$10.4M +$663K +3,268 +7%
ACM
15
Armbruster Capital Management
New York
$9.78M +$938K +4,625 +10%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$8.71M +$4.73M +23,330 +112%
UBS Group
17
UBS Group
Switzerland
$8.54M +$53.3K +263 +0.6%
P
18
&Partners
Tennessee
$7.77M +$2.71M +13,355 +51%
NA
19
NewEdge Advisors
Louisiana
$7.39M +$845K +4,166 +13%
Bank of America
20
Bank of America
North Carolina
$6.58M +$1.34M +6,593 +25%
HPC
21
Hobart Private Capital
North Carolina
$6.32M +$119K +588 +2%
PAG
22
Private Advisor Group
New Jersey
$5.95M -$451K -2,226 -7%
SWA
23
Stratos Wealth Advisors
Ohio
$5.39M +$417K +2,058 +8%
MFG
24
Merit Financial Group
Georgia
$5.23M -$64.3K -317 -1%
LCC
25
Lincoln Capital Corp
Rhode Island
$5.07M -$33.7K -166 -0.6%