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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
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 		$4.57M Buy
+36,111
New +$4.47M 0.61% 49

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

Cabot Wealth Management's VFMO Position: Q2 2026 in Review

Cabot Wealth Management reduced its Vanguard US Momentum Factor ETF (VFMO) stake by 57% in Q2 2026, selling an estimated $15.3M and leaving 50,284 shares worth $12.5M. The position accounts for 1.28% of the portfolio, ranked #31.

Cabot Wealth Management first reported a position in VFMO in Q1 2022 and has held it in 18 quarters since. The position peaked at $23.2M in Q1 2026. 197 funds tracked by Wall St. Rank hold VFMO as of Q2 2026.

  • Cabot Wealth Management held 50,284 shares of Vanguard US Momentum Factor ETF worth $12.5M as of Q2 2026.
  • Cabot Wealth Management sold 67,238 Vanguard US Momentum Factor ETF shares in Q2 2026, an estimated $15.3M.
  • Vanguard US Momentum Factor ETF made up 1.28% of Cabot Wealth Management's portfolio in Q2 2026, its #31 holding.
  • Cabot Wealth Management first reported a position in Vanguard US Momentum Factor ETF in Q1 2022 and has held it in 18 quarters since.
  • Cabot Wealth Management's Vanguard US Momentum Factor ETF position peaked at $23.2M in Q1 2026.
  • 197 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q2 2026.

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