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

Davidson Investment 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 		$39M Buy
156,341
+2,823
+2% +$641K 1.59% 13
2026
Q1 		$30.3M Buy
153,518
+6,929
+5% +$1.41M 1.31% 17
2025
Q4 		$28M Buy
146,589
+6,811
+5% +$1.31M 1.17% 23
2025
Q3 		$26.8M Buy
139,778
+7,479
+6% +$1.34M 1.14% 24
2025
Q2 		$22.8M Buy
132,299
+4,967
+4% +$784K 1.03% 32
2025
Q1 		$19.3M Sell
127,332
-715
-0.6% -$118K 0.95% 39
2024
Q4 		$21M Sell
128,047
-844
-0.7% -$142K 1.02% 33
2024
Q3 		$20.7M Sell
128,891
-78,685
-38% -$12.1M 1% 35
2024
Q2 		$31.2M Buy
207,576
+4,256
+2% +$630K 1.6% 14
2024
Q1 		$30.8M Buy
203,320
+87,778
+76% +$12.3M 1.6% 13
2023
Q4 		$15.2M Buy
115,542
+19,635
+20% +$2.31M 0.87% 53
2023
Q3 		$10.9M Buy
95,907
+14,997
+19% +$1.79M 0.69% 68
2023
Q2 		$9.81M Buy
80,910
+8,296
+11% +$945K 0.62% 70
2023
Q1 		$8.17M Buy
72,614
+13,033
+22% +$1.5M 0.54% 73
2022
Q4 		$6.8M Buy
59,581
+9,831
+20% +$1.14M 0.53% 72
2022
Q3 		$5.26M Buy
49,750
+18,031
+57% +$2.03M 0.44% 73
2022
Q2 		$3.38M Sell
31,719
-2,694
-8% -$314K 0.29% 74
2022
Q1 		$4.35M Buy
34,413
+7,067
+26% +$874K 0.32% 73
2021
Q4 		$3.64M Buy
+27,346
New +$3.68M 0.26% 74

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
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Davidson Investment Advisors's VFMO Position: Q2 2026 in Review

Davidson Investment Advisors increased its Vanguard US Momentum Factor ETF (VFMO) stake by 1.8% in Q2 2026, buying an estimated $641K and bringing the position to 156,341 shares worth $39M. The position accounts for 1.59% of the portfolio, ranked #13.

Davidson Investment Advisors first reported a position in VFMO in Q4 2021 and has held it in 19 quarters since. 196 funds tracked by Wall St. Rank hold VFMO as of Q2 2026.

  • Davidson Investment Advisors held 156,341 shares of Vanguard US Momentum Factor ETF worth $39M as of Q2 2026.
  • Davidson Investment Advisors bought 2,823 Vanguard US Momentum Factor ETF shares in Q2 2026, an estimated $641K.
  • Vanguard US Momentum Factor ETF made up 1.59% of Davidson Investment Advisors's portfolio in Q2 2026, its #13 holding.
  • Davidson Investment Advisors first reported a position in Vanguard US Momentum Factor ETF in Q4 2021 and has held it in 19 quarters since.
  • 196 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q2 2026.

Based on Davidson Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.