AAS
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Avantax Advisory Services’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Avantax Advisory Services’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 		$1.11M Buy
6,415
+5
+0.1% +$789 0.01% 1103
2025
Q1 		$973K Buy
6,410
+219
+4% +$36.1K 0.01% 1101
2024
Q4 		$1.02M Buy
6,191
+422
+7% +$71.2K 0.01% 1031
2024
Q3 		$928K Buy
5,769
+3,586
+164% +$552K 0.01% 1070
2024
Q2 		$328K Buy
2,183
+294
+16% +$43.5K ﹤0.01% 1634
2024
Q1 		$286K Buy
+1,889
New +$265K ﹤0.01% 1322

Other funds holding VFMO

RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
GVAG
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
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 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 $869M AUM 16.19% 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 $377B AUM 19.32% 1-Year Est. Return

Avantax Advisory Services's VFMO Position: Q2 2025 in Review

Avantax Advisory Services increased its Vanguard US Momentum Factor ETF (VFMO) stake by 0.08% in Q2 2025, buying an estimated $789 and bringing the position to 6,415 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #1103.

Avantax Advisory Services first reported a position in VFMO in Q1 2024 and has held it in 6 quarters since. 139 funds tracked by Wall St. Rank hold VFMO as of Q2 2025.

  • Avantax Advisory Services held 6,415 shares of Vanguard US Momentum Factor ETF worth $1.11M as of Q2 2025.
  • Avantax Advisory Services bought 5 Vanguard US Momentum Factor ETF shares in Q2 2025, an estimated $789.
  • Vanguard US Momentum Factor ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1103 holding.
  • Avantax Advisory Services first reported a position in Vanguard US Momentum Factor ETF in Q1 2024 and has held it in 6 quarters since.
  • 139 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.