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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
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 $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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cabot Wealth Management's VFMO Position: Q1 2026 in Review

Cabot Wealth Management increased its Vanguard US Momentum Factor ETF (VFMO) stake by 2.8% in Q1 2026, buying an estimated $648K and bringing the position to 117,522 shares worth $23.2M. The position accounts for 2.66% of the portfolio, ranked #8.

Cabot Wealth Management first reported a position in VFMO in Q1 2022 and has held it in 17 quarters since. 171 funds tracked by Wall St. Rank hold VFMO as of Q1 2026.

  • Cabot Wealth Management held 117,522 shares of Vanguard US Momentum Factor ETF worth $23.2M as of Q1 2026.
  • Cabot Wealth Management bought 3,195 Vanguard US Momentum Factor ETF shares in Q1 2026, an estimated $648K.
  • Vanguard US Momentum Factor ETF made up 2.66% of Cabot Wealth Management's portfolio in Q1 2026, its #8 holding.
  • Cabot Wealth Management first reported a position in Vanguard US Momentum Factor ETF in Q1 2022 and has held it in 17 quarters since.
  • 171 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q1 2026.

Based on Cabot Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.