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Cadence Bank’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Cadence Bank’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
2025
Q4 		$230K Hold
1,200
– – 0.01% 305
2025
Q3 		$230K Hold
1,200
– – 0.01% 311
2025
Q2 		$207K Buy
+1,200
New +$189K 0.01% 324

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
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Cadence Bank's VFMO Position: Q4 2025 in Review

Cadence Bank held its Vanguard US Momentum Factor ETF (VFMO) position steady in Q4 2025 at 1,200 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #305.

Cadence Bank first reported a position in VFMO in Q2 2025 and has held it in 3 quarters since. The position peaked at $230K in Q3 2025. 162 funds tracked by Wall St. Rank hold VFMO as of Q4 2025.

  • Cadence Bank held 1,200 shares of Vanguard US Momentum Factor ETF worth $230K as of Q4 2025.
  • Cadence Bank left its Vanguard US Momentum Factor ETF share count unchanged in Q4 2025.
  • Vanguard US Momentum Factor ETF made up 0.01% of Cadence Bank's portfolio in Q4 2025, its #305 holding.
  • Cadence Bank first reported a position in Vanguard US Momentum Factor ETF in Q2 2025 and has held it in 3 quarters since.
  • Cadence Bank's Vanguard US Momentum Factor ETF position peaked at $230K in Q3 2025.
  • 162 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q4 2025.

Based on Cadence Bank's 13F filing for Q4 2025, filed 30 Jan 2026.