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 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

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Davidson Investment Advisors Great Falls, Montana $2.32B AUM 21.07% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $5.75B AUM 21.14% 1-Year Est. Return

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