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Coquina Private Wealth LLC’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Coquina Private Wealth LLC’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 		$370K Hold
1,484
– – 0.25% 58
2026
Q1 		$292K Hold
1,484
– – 0.24% 64
2025
Q4 		$284K Buy
+1,484
New +$285K 0.23% 70

Other funds holding VFMO

LPL Financial
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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
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $281M AUM 93.52% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return

Coquina Private Wealth LLC's VFMO Position: Q2 2026 in Review

Coquina Private Wealth LLC held its Vanguard US Momentum Factor ETF (VFMO) position steady in Q2 2026 at 1,484 shares worth $370K. The position accounts for 0.25% of the portfolio, ranked #58.

Coquina Private Wealth LLC first reported a position in VFMO in Q4 2025 and has held it in 3 quarters since. 121 funds tracked by Wall St. Rank hold VFMO as of Q2 2026.

  • Coquina Private Wealth LLC held 1,484 shares of Vanguard US Momentum Factor ETF worth $370K as of Q2 2026.
  • Coquina Private Wealth LLC left its Vanguard US Momentum Factor ETF share count unchanged in Q2 2026.
  • Vanguard US Momentum Factor ETF made up 0.25% of Coquina Private Wealth LLC's portfolio in Q2 2026, its #58 holding.
  • Coquina Private Wealth LLC first reported a position in Vanguard US Momentum Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 121 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q2 2026.

Based on Coquina Private Wealth LLC's 13F filing for Q2 2026, filed 29 Jul 2026.