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Barrett & Company’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Barrett & Company’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 		$24.6K Hold
125
– – 0.01% 376
2025
Q4 		$23.9K Hold
125
– – 0.01% 387
2025
Q3 		$23.9K Hold
125
– – 0.01% 388
2025
Q2 		$21.6K Hold
125
– – 0.01% 403
2025
Q1 		$19K Hold
125
– – 0.01% 380
2024
Q4 		$20.5K Hold
125
– – 0.01% 367
2024
Q3 		$20.1K Hold
125
– – 0.01% 359
2024
Q2 		$18.8K Hold
125
– – 0.01% 375
2024
Q1 		$18.9K Hold
125
– – 0.01% 377
2023
Q4 		$16.4K Hold
125
– – 0.01% 368
2023
Q3 		$14.2K Hold
125
– – 0.01% 383
2023
Q2 		$15.2K Hold
125
– – 0.01% 381
2023
Q1 		$14.1K Hold
125
– – 0.01% 358
2022
Q4 		$14.3K Hold
125
– – 0.01% 350
2022
Q3 		$14.3K Buy
+125
New +$14.1K 0.01% 350

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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
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
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Barrett & Company's VFMO Position: Q1 2026 in Review

Barrett & Company held its Vanguard US Momentum Factor ETF (VFMO) position steady in Q1 2026 at 125 shares worth $24.6K. The position accounts for 0.01% of the portfolio, ranked #376.

Barrett & Company first reported a position in VFMO in Q3 2022 and has held it in 15 quarters since. 171 funds tracked by Wall St. Rank hold VFMO as of Q1 2026.

  • Barrett & Company held 125 shares of Vanguard US Momentum Factor ETF worth $24.6K as of Q1 2026.
  • Barrett & Company left its Vanguard US Momentum Factor ETF share count unchanged in Q1 2026.
  • Vanguard US Momentum Factor ETF made up 0.01% of Barrett & Company's portfolio in Q1 2026, its #376 holding.
  • Barrett & Company first reported a position in Vanguard US Momentum Factor ETF in Q3 2022 and has held it in 15 quarters since.
  • 171 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.