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Atria Wealth Solutions’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Atria Wealth Solutions’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
Q2 		$337K Buy
1,955
+127
+7% +$20K 0.01% 1102
2025
Q1 		$277K Sell
1,828
-1,478
-45% -$244K ﹤0.01% 1519
2024
Q4 		$543K Buy
3,306
+798
+32% +$135K 0.01% 1234
2024
Q3 		$404K Sell
2,508
-1,205
-32% -$186K ﹤0.01% 1348
2024
Q2 		$558K Buy
3,713
+1,317
+55% +$195K 0.01% 1187
2024
Q1 		$362K Buy
+2,396
New +$337K ﹤0.01% 1424

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 $110B AUM 26.29% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 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
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Atria Wealth Solutions's VFMO Position: Q2 2025 in Review

Atria Wealth Solutions increased its Vanguard US Momentum Factor ETF (VFMO) stake by 6.9% in Q2 2025, buying an estimated $20K and bringing the position to 1,955 shares worth $337K. The position accounts for 0.01% of the portfolio, ranked #1102.

Atria Wealth Solutions first reported a position in VFMO in Q1 2024 and has held it in 6 quarters since. The position peaked at $558K in Q2 2024. 139 funds tracked by Wall St. Rank hold VFMO as of Q2 2025.

  • Atria Wealth Solutions held 1,955 shares of Vanguard US Momentum Factor ETF worth $337K as of Q2 2025.
  • Atria Wealth Solutions bought 127 Vanguard US Momentum Factor ETF shares in Q2 2025, an estimated $20K.
  • Vanguard US Momentum Factor ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1102 holding.
  • Atria Wealth Solutions first reported a position in Vanguard US Momentum Factor ETF in Q1 2024 and has held it in 6 quarters since.
  • Atria Wealth Solutions's Vanguard US Momentum Factor ETF position peaked at $558K in Q2 2024.
  • 139 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.