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Arkadios Wealth Advisors’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Arkadios Wealth Advisors’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
2026
Q1 		$466K Buy
2,363
+114
+5% +$23.1K 0.01% 1146
2025
Q4 		$430K Buy
2,249
+107
+5% +$20.6K 0.01% 1080
2025
Q3 		$410K Hold
2,142
– – 0.01% 1026
2025
Q2 		$370K Hold
2,142
– – 0.01% 969
2025
Q1 		$325K Buy
2,142
+204
+11% +$33.6K 0.01% 878
2024
Q4 		$319K Buy
1,938
+184
+10% +$31K 0.02% 704
2024
Q3 		$282K Buy
1,754
+27
+2% +$4.16K 0.02% 730
2024
Q2 		$259K Buy
+1,727
New +$255K 0.02% 681

Other funds holding VFMO

RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Arkadios Wealth Advisors's VFMO Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Vanguard US Momentum Factor ETF (VFMO) stake by 5.1% in Q1 2026, buying an estimated $23.1K and bringing the position to 2,363 shares worth $466K. The position accounts for 0.01% of the portfolio, ranked #1146.

Arkadios Wealth Advisors first reported a position in VFMO in Q2 2024 and has held it in 8 quarters since. 171 funds tracked by Wall St. Rank hold VFMO as of Q1 2026.

  • Arkadios Wealth Advisors held 2,363 shares of Vanguard US Momentum Factor ETF worth $466K as of Q1 2026.
  • Arkadios Wealth Advisors bought 114 Vanguard US Momentum Factor ETF shares in Q1 2026, an estimated $23.1K.
  • Vanguard US Momentum Factor ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1146 holding.
  • Arkadios Wealth Advisors first reported a position in Vanguard US Momentum Factor ETF in Q2 2024 and has held it in 8 quarters since.
  • 171 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.