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 Q2	$320K	Buy	1,282 +2	+0.2%	+$454	0.2%	66
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 $6.7B AUM 32.7% 1-Year Est. Return

SFS

Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

EWM

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Avant Capital's VFMO Position: Q2 2026 in Review

Avant Capital increased its Vanguard US Momentum Factor ETF (VFMO) stake by 0.16% in Q2 2026, buying an estimated $454 and bringing the position to 1,282 shares worth $320K. The position accounts for 0.2% of the portfolio, ranked #66.

Avant Capital first reported a position in VFMO in Q4 2021 and has held it in 12 quarters since. 197 funds tracked by Wall St. Rank hold VFMO as of Q2 2026.

Avant Capital held 1,282 shares of Vanguard US Momentum Factor ETF worth $320K as of Q2 2026.
Avant Capital bought 2 Vanguard US Momentum Factor ETF shares in Q2 2026, an estimated $454.
Vanguard US Momentum Factor ETF made up 0.2% of Avant Capital's portfolio in Q2 2026, its #66 holding.
Avant Capital first reported a position in Vanguard US Momentum Factor ETF in Q4 2021 and has held it in 12 quarters since.
197 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q2 2026.

Based on Avant Capital's 13F filing for Q2 2026, filed 12 Aug 2026.