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

Avion Wealth’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 		$26K Hold
107
– – ﹤0.01% 344
2026
Q1 		$21K Hold
107
– – ﹤0.01% 328
2025
Q4 		$20K Hold
107
– – ﹤0.01% 349
2025
Q3 		$20K Hold
107
– – ﹤0.01% 340
2025
Q2 		$18K Hold
107
– – ﹤0.01% 340
2025
Q1 		$17K Hold
107
– – ﹤0.01% 314
2024
Q4 		$17K Hold
107
– – ﹤0.01% 314
2024
Q3 		$17K Buy
+107
New +$16.5K ﹤0.01% 284

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
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
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Avion Wealth's VFMO Position: Q2 2026 in Review

Avion Wealth held its Vanguard US Momentum Factor ETF (VFMO) position steady in Q2 2026 at 107 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #344.

Avion Wealth first reported a position in VFMO in Q3 2024 and has held it in 8 quarters since. 196 funds tracked by Wall St. Rank hold VFMO as of Q2 2026.

  • Avion Wealth held 107 shares of Vanguard US Momentum Factor ETF worth $26K as of Q2 2026.
  • Avion Wealth left its Vanguard US Momentum Factor ETF share count unchanged in Q2 2026.
  • Vanguard US Momentum Factor ETF made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #344 holding.
  • Avion Wealth first reported a position in Vanguard US Momentum Factor ETF in Q3 2024 and has held it in 8 quarters since.
  • 196 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.