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Allworth Financial’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Allworth Financial’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
-22
Closed -$3.84K – 4185
2024
Q4 		$3.84K Buy
+22
New +$3.71K ﹤0.01% 2875

Other funds holding VFMO

RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 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 $869M AUM 16.19% 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 $377B AUM 19.32% 1-Year Est. Return
SW
Schulz Wealth Mansfield, Texas $156M AUM 13.29% 1-Year Est. Return

Allworth Financial's VFMO Position: Q1 2025 in Review

Allworth Financial sold out of Vanguard US Momentum Factor ETF (VFMO) in Q1 2025, closing a stake of 22 shares — an estimated $3.84K sold.

Allworth Financial first reported a position in VFMO in Q4 2024 and held it in 1 quarter. The position peaked at $3.84K in Q4 2024. 138 funds tracked by Wall St. Rank hold VFMO as of Q1 2025.

  • Allworth Financial reported no remaining Vanguard US Momentum Factor ETF position as of Q1 2025 after selling out during the quarter.
  • Allworth Financial sold 22 Vanguard US Momentum Factor ETF shares in Q1 2025, an estimated $3.84K.
  • Allworth Financial first reported a position in Vanguard US Momentum Factor ETF in Q4 2024 and held it in 1 quarter.
  • Allworth Financial's Vanguard US Momentum Factor ETF position peaked at $3.84K in Q4 2024.
  • 138 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q1 2025.

Based on Allworth Financial's 13F filing for Q1 2025, filed 30 Apr 2025.