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

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

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

Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Davidson Investment Advisors Great Falls, Montana $2.32B AUM 21.07% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return