Chicago Partners Investment Group
VFMO icon

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
Q2 		$483K Buy
2,075
+2
+0.1% +$454 0.01% 1023
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

Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Great Valley Advisor Group
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Chicago Partners Investment Group's VFMO Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Vanguard US Momentum Factor ETF (VFMO) stake by 0.1% in Q2 2026, buying an estimated $454 and bringing the position to 2,075 shares worth $483K. The position accounts for 0.01% of the portfolio, ranked #1023.

Chicago Partners Investment Group first reported a position in VFMO in Q2 2018 and has held it in 31 quarters since. The position peaked at $570K in Q3 2021. 198 funds tracked by Wall St. Rank hold VFMO as of Q2 2026.

  • Chicago Partners Investment Group held 2,075 shares of Vanguard US Momentum Factor ETF worth $483K as of Q2 2026.
  • Chicago Partners Investment Group bought 2 Vanguard US Momentum Factor ETF shares in Q2 2026, an estimated $454.
  • Vanguard US Momentum Factor ETF made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1023 holding.
  • Chicago Partners Investment Group first reported a position in Vanguard US Momentum Factor ETF in Q2 2018 and has held it in 31 quarters since.
  • Chicago Partners Investment Group's Vanguard US Momentum Factor ETF position peaked at $570K in Q3 2021.
  • 198 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.