CWM
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Certus Wealth Management’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Certus 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
2025
Q3 		$1.74M Sell
9,080
-401
-4% -$72K 1.04% 24
2025
Q2 		$1.64M Buy
9,481
+56
+0.6% +$8.84K 1.05% 24
2025
Q1 		$1.52M Buy
9,425
+1,050
+13% +$173K 1.03% 24
2024
Q4 		$1.47M Buy
+8,375
New +$1.41M 0.99% 21

Other funds holding VFMO

RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Certus Wealth Management's VFMO Position: Q3 2025 in Review

Certus Wealth Management reduced its Vanguard US Momentum Factor ETF (VFMO) stake by 4.2% in Q3 2025, selling an estimated $72K and leaving 9,080 shares worth $1.74M. The position accounts for 1.04% of the portfolio, ranked #24.

Certus Wealth Management first reported a position in VFMO in Q4 2024 and has held it in 4 quarters since. 140 funds tracked by Wall St. Rank hold VFMO as of Q3 2025.

  • Certus Wealth Management held 9,080 shares of Vanguard US Momentum Factor ETF worth $1.74M as of Q3 2025.
  • Certus Wealth Management sold 401 Vanguard US Momentum Factor ETF shares in Q3 2025, an estimated $72K.
  • Vanguard US Momentum Factor ETF made up 1.04% of Certus Wealth Management's portfolio in Q3 2025, its #24 holding.
  • Certus Wealth Management first reported a position in Vanguard US Momentum Factor ETF in Q4 2024 and has held it in 4 quarters since.
  • 140 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q3 2025.

Based on Certus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.