Envestnet Asset Management
VFMO icon

Envestnet Asset Management’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Envestnet Asset Management’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 		$21M Sell
84,133
-7,715
-8% -$1.75M 0.01% 1417
2026
Q1 		$18.1M Buy
91,848
+7,686
+9% +$1.56M ﹤0.01% 1411
2025
Q4 		$16.1M Sell
84,162
-4,688
-5% -$902K ﹤0.01% 1357
2025
Q3 		$17M Sell
88,850
-3,255
-4% -$584K ﹤0.01% 1392
2025
Q2 		$15.9M Buy
92,105
+11,656
+14% +$1.84M ﹤0.01% 1399
2025
Q1 		$12.2M Sell
80,449
-786
-1% -$130K ﹤0.01% 1538
2024
Q4 		$13.4M Sell
81,235
-975
-1% -$164K ﹤0.01% 1447
2024
Q3 		$13.2M Sell
82,210
-6,601
-7% -$1.02M ﹤0.01% 1437
2024
Q2 		$13.3M Sell
88,811
-20,082
-18% -$2.97M ﹤0.01% 1373
2024
Q1 		$16.5M Sell
108,893
-1,732
-2% -$243K 0.01% 1218
2023
Q4 		$14.5M Sell
110,625
-9,808
-8% -$1.16M 0.01% 1214
2023
Q3 		$13.7M Buy
120,433
+2,321
+2% +$277K 0.01% 1189
2023
Q2 		$14.3M Sell
118,112
-562
-0.5% -$64K 0.01% 1097
2023
Q1 		$13.4M Buy
118,674
+1,986
+2% +$228K 0.01% 1097
2022
Q4 		$13.3M Buy
116,688
+427
+0.4% +$49.5K 0.01% 1058
2022
Q3 		$12.3M Sell
116,261
-9,341
-7% -$1.05M 0.01% 1031
2022
Q2 		$13.4M Sell
125,602
-2,232
-2% -$260K 0.01% 1001
2022
Q1 		$16.2M Buy
127,834
+5,541
+5% +$685K 0.01% 954
2021
Q4 		$16.3M Sell
122,293
-2,312
-2% -$311K 0.01% 936
2021
Q3 		$16M Buy
+124,605
New +$16.2M 0.01% 904

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
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
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's VFMO Position: Q2 2026 in Review

Envestnet Asset Management reduced its Vanguard US Momentum Factor ETF (VFMO) stake by 8.4% in Q2 2026, selling an estimated $1.75M and leaving 84,133 shares worth $21M. The position accounts for 0.01% of the portfolio, ranked #1417.

Envestnet Asset Management first reported a position in VFMO in Q3 2021 and has held it in 20 quarters since. 196 funds tracked by Wall St. Rank hold VFMO as of Q2 2026.

  • Envestnet Asset Management held 84,133 shares of Vanguard US Momentum Factor ETF worth $21M as of Q2 2026.
  • Envestnet Asset Management sold 7,715 Vanguard US Momentum Factor ETF shares in Q2 2026, an estimated $1.75M.
  • Vanguard US Momentum Factor ETF made up 0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1417 holding.
  • Envestnet Asset Management first reported a position in Vanguard US Momentum Factor ETF in Q3 2021 and has held it in 20 quarters since.
  • 196 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.