Diversify Advisory Services’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Diversify Advisory Services’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	$787K	Buy	+3,479	New	+$790K	0.01%	719
2026 Q1	–	Sell	-3,671	Closed	-$759K	–	827
2025 Q4	$759K	Buy	3,671 +21	+0.6%	+$4.04K	0.02%	475
2025 Q3	$714K	Buy	3,650 +490	+16%	+$88K	0.02%	457
2025 Q2	$566K	Buy	3,160 +356	+13%	+$56.2K	0.02%	493
2025 Q1	$429K	Buy	+2,804	New	+$462K	0.03%	391

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

Diversify Advisory Services's VFMO Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Vanguard US Momentum Factor ETF (VFMO) in Q2 2026: 3,479 shares worth $787K. The stake represents 0.01% of the portfolio and ranks #719 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in VFMO as recently as Q4 2025.

Diversify Advisory Services first reported a position in VFMO in Q1 2025 and has held it in 5 quarters since. 196 funds tracked by Wall St. Rank hold VFMO as of Q2 2026.

Diversify Advisory Services held 3,479 shares of Vanguard US Momentum Factor ETF worth $787K as of Q2 2026.
Vanguard US Momentum Factor ETF was a new Diversify Advisory Services position in Q2 2026.
Vanguard US Momentum Factor ETF made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #719 holding.
Diversify Advisory Services first reported a position in Vanguard US Momentum Factor ETF in Q1 2025 and has held it in 5 quarters since.
196 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.