Carson Wealth (CWM LLC)’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Carson Wealth (CWM 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	$16.8K	Hold	85	–	–	﹤0.01%	4523
2025 Q4	$16K	Buy	+85	New	+$16.3K	﹤0.01%	4311
2025 Q3	–	Sell	-6,515	Closed	-$1.12M	–	5566
2025 Q2	$1.12M	Buy	+6,515	New	+$1.03M	﹤0.01%	1189
2019 Q1	–	Sell	-182	Closed	-$12K	–	3291
2018 Q4	$12K	Buy	+182	New	+$13.8K	﹤0.01%	1283

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 $2.1B AUM 19.14% 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

EWM

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

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

Carson Wealth (CWM LLC)'s VFMO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Vanguard US Momentum Factor ETF (VFMO) position steady in Q1 2026 at 85 shares worth $16.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4523.

Carson Wealth (CWM LLC) first reported a position in VFMO in Q4 2018 and has held it in 4 quarters since. The position peaked at $1.12M in Q2 2025. 171 funds tracked by Wall St. Rank hold VFMO as of Q1 2026.

Carson Wealth (CWM LLC) held 85 shares of Vanguard US Momentum Factor ETF worth $16.8K as of Q1 2026.
Carson Wealth (CWM LLC) left its Vanguard US Momentum Factor ETF share count unchanged in Q1 2026.
Vanguard US Momentum Factor ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4523 holding.
Carson Wealth (CWM LLC) first reported a position in Vanguard US Momentum Factor ETF in Q4 2018 and has held it in 4 quarters since.
Carson Wealth (CWM LLC)'s Vanguard US Momentum Factor ETF position peaked at $1.12M in Q2 2025.
171 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.