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FIG FINANCIAL ADVISORY SERVICES INC /ADV’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

FIG FINANCIAL ADVISORY SERVICES INC /ADV’s Portfolio VFMO Stock Details VFMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,462
Closed -$1.72M – 96
2024
Q4 		$1.72M Buy
+10,462
New +$1.76M 1.17% 21

Other funds holding VFMO

RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SW
Schulz Wealth Mansfield, Texas $156M AUM 13.29% 1-Year Est. Return

FIG FINANCIAL ADVISORY SERVICES INC /ADV's VFMO Position: Q1 2025 in Review

FIG FINANCIAL ADVISORY SERVICES INC /ADV sold out of Vanguard US Momentum Factor ETF (VFMO) in Q1 2025, closing a stake of 10,462 shares — an estimated $1.72M sold.

FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in VFMO in Q4 2024 and held it in 1 quarter. The position peaked at $1.72M in Q4 2024. 138 funds tracked by Wall St. Rank hold VFMO as of Q1 2025.

  • FIG FINANCIAL ADVISORY SERVICES INC /ADV reported no remaining Vanguard US Momentum Factor ETF position as of Q1 2025 after selling out during the quarter.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV sold 10,462 Vanguard US Momentum Factor ETF shares in Q1 2025, an estimated $1.72M.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in Vanguard US Momentum Factor ETF in Q4 2024 and held it in 1 quarter.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV's Vanguard US Momentum Factor ETF position peaked at $1.72M in Q4 2024.
  • 138 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q1 2025.

Based on FIG FINANCIAL ADVISORY SERVICES INC /ADV's 13F filing for Q1 2025, filed 10 Aug 2026.