Cabot Wealth Management
VFMO icon

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

Cabot Wealth Management’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
Q3 		$11.3M Sell
49,890
-394
-0.8% -$90.8K 1.13% 34
2026
Q2 		$12.5M Sell
50,284
-67,238
-57% -$15.3M 1.28% 31
2026
Q1 		$23.2M Buy
117,522
+3,195
+3% +$648K 2.66% 8
2025
Q4 		$21.9M Buy
114,327
+6,098
+6% +$1.17M 2.42% 10
2025
Q3 		$20.7M Buy
108,229
+268
+0.2% +$48.1K 2.3% 12
2025
Q2 		$18.6M Buy
107,961
+991
+0.9% +$156K 2.22% 12
2025
Q1 		$16.2M Sell
106,970
-3,261
-3% -$537K 2.07% 13
2024
Q4 		$18.1M Sell
110,231
-3,648
-3% -$615K 2.3% 10
2024
Q3 		$18.3M Sell
113,879
-2,033
-2% -$313K 2.29% 10
2024
Q2 		$17.4M Sell
115,912
-11,509
-9% -$1.7M 2.28% 11
2024
Q1 		$19.3M Sell
127,421
-1,642
-1% -$231K 2.52% 7
2023
Q4 		$16.9M Sell
129,063
-535
-0.4% -$63.1K 2.36% 12
2023
Q3 		$14.7M Buy
129,598
+86
+0.1% +$10.3K 2.25% 12
2023
Q2 		$15.7M Buy
129,512
+3,010
+2% +$343K 2.35% 9
2023
Q1 		$14.2M Buy
126,502
+1,778
+1% +$204K 2.25% 12
2022
Q4 		$14.2M Buy
124,724
+5,228
+4% +$606K 2.4% 8
2022
Q3 		$12.6M Buy
119,496
+21,701
+22% +$2.45M 2.14% 11
2022
Q2 		$10.4M Buy
97,795
+61,684
+171% +$7.19M 1.65% 24
2022
Q1 		$4.56M Buy
+36,111
New +$4.47M 0.61% 49

Other funds holding VFMO

Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
Strategic Financial Services
Strategic Financial Services Utica, New York $2.27B AUM 12.86% 1-Year Est. Return
Davidson Investment Advisors
Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return
Great Valley Advisor Group
Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Anderson Hoagland & Co
Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Financial Partners Group (Kansas)
Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return

Cabot Wealth Management's VFMO Position: Q3 2026 in Review

Cabot Wealth Management reduced its Vanguard US Momentum Factor ETF (VFMO) stake by 0.78% in Q3 2026, selling an estimated $90.8K and leaving 49,890 shares worth $11.3M. The position accounts for 1.13% of the portfolio, ranked #34.

Cabot Wealth Management first reported a position in VFMO in Q1 2022 and has held it in 19 quarters since. The position peaked at $23.2M in Q1 2026. 139 funds tracked by Wall St. Rank hold VFMO as of Q3 2026.

  • Cabot Wealth Management held 49,890 shares of Vanguard US Momentum Factor ETF worth $11.3M as of Q3 2026.
  • Cabot Wealth Management sold 394 Vanguard US Momentum Factor ETF shares in Q3 2026, an estimated $90.8K.
  • Vanguard US Momentum Factor ETF made up 1.13% of Cabot Wealth Management's portfolio in Q3 2026, its #34 holding.
  • Cabot Wealth Management first reported a position in Vanguard US Momentum Factor ETF in Q1 2022 and has held it in 19 quarters since.
  • Cabot Wealth Management's Vanguard US Momentum Factor ETF position peaked at $23.2M in Q1 2026.
  • 139 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q3 2026.

Based on Cabot Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.