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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
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

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 $2.45B AUM 21.8% 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
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 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

Capital Analysts LLC's VFMO Position: Q1 2026 in Review

Capital Analysts LLC increased its Vanguard US Momentum Factor ETF (VFMO) stake by 17% in Q1 2026, buying an estimated $27.4K and bringing the position to 921 shares worth $181K. The position accounts for ﹤0.01% of the portfolio, ranked #661.

Capital Analysts LLC first reported a position in VFMO in Q2 2024 and has held it in 8 quarters since. 171 funds tracked by Wall St. Rank hold VFMO as of Q1 2026.

  • Capital Analysts LLC held 921 shares of Vanguard US Momentum Factor ETF worth $181K as of Q1 2026.
  • Capital Analysts LLC bought 135 Vanguard US Momentum Factor ETF shares in Q1 2026, an estimated $27.4K.
  • Vanguard US Momentum Factor ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #661 holding.
  • Capital Analysts LLC first reported a position in Vanguard US Momentum Factor ETF in Q2 2024 and has held it in 8 quarters since.
  • 171 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.