Chicago Partners Investment Group’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Chicago Partners Investment Group’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	$458K	Buy	2,073 +1	+0%	+$203	0.01%	945
2025 Q4	$428K	Buy	2,072 +1	+0%	+$192	0.01%	856
2025 Q3	$408K	Buy	2,071 +2	+0.1%	+$359	0.01%	808
2025 Q2	$366K	Buy	2,069 +3	+0.1%	+$473	0.01%	743
2025 Q1	$322K	Buy	2,066 +2	+0.1%	+$330	0.01%	661
2024 Q4	$343K	Buy	2,064 +2	+0.1%	+$337	0.01%	612
2024 Q3	$337K	Buy	2,062 +1	+0%	+$154	0.01%	593
2024 Q2	$315K	Sell	2,061 -162	-7%	-$24K	0.01%	578
2024 Q1	$319K	Buy	+2,223	New	+$312K	0.01%	556
2023 Q3	–	Sell	-1,722	Closed	-$211K	–	703
2023 Q2	$211K	Sell	1,722 -249	-13%	-$28.4K	0.01%	627
2023 Q1	$223K	Buy	1,971 +56	+3%	+$6.44K	0.01%	588
2022 Q4	$228K	Buy	1,915 +59	+3%	+$6.84K	0.01%	553
2022 Q3	$220K	Sell	1,856 -2,234	-55%	-$252K	0.02%	512
2022 Q2	$472K	Buy	4,090 +15	+0.4%	+$1.75K	0.03%	342
2022 Q1	$454K	Buy	4,075 +8	+0.2%	+$990	0.03%	332
2021 Q4	$495K	Buy	4,067 +11	+0.3%	+$1.48K	0.04%	337
2021 Q3	$570K	Sell	4,056 -1	-0%	-$130	0.04%	314
2021 Q2	$524K	Buy	4,057 +5	+0.1%	+$638	0.04%	320
2021 Q1	$525K	Sell	4,052 -297	-7%	-$36.9K	0.04%	302
2020 Q4	$537K	Buy	4,349 +5	+0.1%	+$518	0.05%	266
2020 Q3	$418K	Buy	4,344 +81	+2%	+$7.48K	0.05%	264
2020 Q2	$389K	Buy	4,263 +4	+0.1%	+$314	0.05%	244
2020 Q1	$319K	Buy	4,259 +6	+0.1%	+$491	0.05%	243
2019 Q4	$380K	Buy	4,253 +13	+0.3%	+$1.08K	0.05%	244
2019 Q3	$346K	Buy	4,240 +8	+0.2%	+$665	0.05%	238
2019 Q2	$356K	Buy	4,232 +10	+0.2%	+$803	0.05%	231
2019 Q1	$332K	Sell	4,222 -574	-12%	-$43.6K	0.05%	231
2018 Q4	$346K	Buy	4,796 +590	+14%	+$44.8K	0.05%	240
2018 Q3	$309K	Buy	4,206 +11	+0.3%	+$932	0.05%	238
2018 Q2	$340K	Buy	+4,195	New	+$336K	0.05%	217

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Chicago Partners Investment Group's VFMO Position: Q1 2026 in Review

Chicago Partners Investment Group increased its Vanguard US Momentum Factor ETF (VFMO) stake by 0.05% in Q1 2026, buying an estimated $203 and bringing the position to 2,073 shares worth $458K. The position accounts for 0.01% of the portfolio, ranked #945.

Chicago Partners Investment Group first reported a position in VFMO in Q2 2018 and has held it in 30 quarters since. The position peaked at $570K in Q3 2021. 171 funds tracked by Wall St. Rank hold VFMO as of Q1 2026.

Chicago Partners Investment Group held 2,073 shares of Vanguard US Momentum Factor ETF worth $458K as of Q1 2026.
Chicago Partners Investment Group bought 1 Vanguard US Momentum Factor ETF share in Q1 2026, an estimated $203.
Vanguard US Momentum Factor ETF made up 0.01% of Chicago Partners Investment Group's portfolio in Q1 2026, its #945 holding.
Chicago Partners Investment Group first reported a position in Vanguard US Momentum Factor ETF in Q2 2018 and has held it in 30 quarters since.
Chicago Partners Investment Group's Vanguard US Momentum Factor ETF position peaked at $570K in Q3 2021.
171 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.