Avant Capital’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Avant Capital’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	$252K	Buy	1,280 +1	+0.1%	+$203	0.18%	69
2025 Q4	$245K	Buy	1,279 +2	+0.2%	+$385	0.17%	68
2025 Q3	$245K	Hold	1,277	–	–	0.17%	68
2025 Q2	$220K	Buy	+1,277	New	+$202K	0.17%	65
2025 Q1	–	Sell	-1,315	Closed	-$216K	–	68
2024 Q4	$216K	Buy	+1,315	New	+$222K	0.18%	62
2023 Q2	–	Sell	-1,844	Closed	-$208K	–	59
2023 Q1	$208K	Sell	1,844 -76	-4%	-$8.74K	0.24%	55
2022 Q4	$219K	Sell	1,920 -119	-6%	-$13.8K	0.27%	53
2022 Q3	$216K	Sell	2,039 -9	-0.4%	-$1.01K	0.29%	49
2022 Q2	$218K	Hold	2,048	–	–	0.28%	50
2022 Q1	$259K	Sell	2,048 -155	-7%	-$19.2K	0.29%	48
2021 Q4	$293K	Buy	+2,203	New	+$296K	0.32%	47

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 $2.32B AUM 21.07% 1-Year Est. Return

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

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

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

Avant Capital's VFMO Position: Q1 2026 in Review

Avant Capital increased its Vanguard US Momentum Factor ETF (VFMO) stake by 0.08% in Q1 2026, buying an estimated $203 and bringing the position to 1,280 shares worth $252K. The position accounts for 0.18% of the portfolio, ranked #69.

Avant Capital first reported a position in VFMO in Q4 2021 and has held it in 11 quarters since. The position peaked at $293K in Q4 2021. 171 funds tracked by Wall St. Rank hold VFMO as of Q1 2026.

Avant Capital held 1,280 shares of Vanguard US Momentum Factor ETF worth $252K as of Q1 2026.
Avant Capital bought 1 Vanguard US Momentum Factor ETF share in Q1 2026, an estimated $203.
Vanguard US Momentum Factor ETF made up 0.18% of Avant Capital's portfolio in Q1 2026, its #69 holding.
Avant Capital first reported a position in Vanguard US Momentum Factor ETF in Q4 2021 and has held it in 11 quarters since.
Avant Capital's Vanguard US Momentum Factor ETF position peaked at $293K in Q4 2021.
171 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q1 2026.

Based on Avant Capital's 13F filing for Q1 2026, filed 12 May 2026.