Clearstead Advisors’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Clearstead Advisors’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	$1.5M	Buy	5,999 +125	+2%	+$28.4K	0.01%	444
2026 Q1	$1.16M	Sell	5,874 -1,177	-17%	-$239K	0.01%	476
2025 Q4	$1.35M	Sell	7,051 -1,243	-15%	-$239K	0.02%	404
2025 Q3	$1.59M	Sell	8,294 -1,608	-16%	-$289K	0.02%	361
2025 Q2	$1.71M	Sell	9,902 -238	-2%	-$37.6K	0.02%	346
2025 Q1	$1.54M	Buy	10,140 +410	+4%	+$67.6K	0.02%	344
2024 Q4	$1.6M	Sell	9,730 -5,874	-38%	-$991K	0.02%	330
2024 Q3	$2.51M	Buy	15,604 +4,838	+45%	+$745K	0.04%	265
2024 Q2	$1.62M	Buy	+10,766	New	+$1.59M	0.03%	305

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 $2.28B AUM 22.9% 1-Year Est. Return

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

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

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

EWM

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Clearstead Advisors's VFMO Position: Q2 2026 in Review

Clearstead Advisors increased its Vanguard US Momentum Factor ETF (VFMO) stake by 2.1% in Q2 2026, buying an estimated $28.4K and bringing the position to 5,999 shares worth $1.5M. The position accounts for 0.01% of the portfolio, ranked #444.

Clearstead Advisors first reported a position in VFMO in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.51M in Q3 2024. 196 funds tracked by Wall St. Rank hold VFMO as of Q2 2026.

Clearstead Advisors held 5,999 shares of Vanguard US Momentum Factor ETF worth $1.5M as of Q2 2026.
Clearstead Advisors bought 125 Vanguard US Momentum Factor ETF shares in Q2 2026, an estimated $28.4K.
Vanguard US Momentum Factor ETF made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #444 holding.
Clearstead Advisors first reported a position in Vanguard US Momentum Factor ETF in Q2 2024 and has held it in 9 quarters since.
Clearstead Advisors's Vanguard US Momentum Factor ETF position peaked at $2.51M in Q3 2024.
196 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.