Capital Analysts LLC’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Capital Analysts LLC’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	$283K	Buy	1,137 +216	+23%	+$49.1K	0.01%	615
2026 Q1	$181K	Buy	921 +135	+17%	+$27.4K	﹤0.01%	661
2025 Q4	$150K	Buy	786 +285	+57%	+$54.8K	﹤0.01%	676
2025 Q3	$96K	Buy	501 +409	+445%	+$73.4K	﹤0.01%	746
2025 Q2	$16K	Sell	92 -52	-36%	-$8.21K	﹤0.01%	1067
2025 Q1	$22K	Hold	144	–	–	﹤0.01%	975
2024 Q4	$24K	Buy	144 +52	+57%	+$8.77K	﹤0.01%	905
2024 Q3	$15K	Hold	92	–	–	﹤0.01%	956
2024 Q2	$14K	Buy	+92	New	+$13.6K	﹤0.01%	914

Other funds holding VFMO

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Capital Analysts LLC's VFMO Position: Q2 2026 in Review

Capital Analysts LLC increased its Vanguard US Momentum Factor ETF (VFMO) stake by 23% in Q2 2026, buying an estimated $49.1K and bringing the position to 1,137 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #615.

Capital Analysts LLC first reported a position in VFMO in Q2 2024 and has held it in 9 quarters since. 198 funds tracked by Wall St. Rank hold VFMO as of Q2 2026.

Capital Analysts LLC held 1,137 shares of Vanguard US Momentum Factor ETF worth $283K as of Q2 2026.
Capital Analysts LLC bought 216 Vanguard US Momentum Factor ETF shares in Q2 2026, an estimated $49.1K.
Vanguard US Momentum Factor ETF made up 0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #615 holding.
Capital Analysts LLC first reported a position in Vanguard US Momentum Factor ETF in Q2 2024 and has held it in 9 quarters since.
198 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.