Envestnet Portfolio Solutions
VFMO icon

Envestnet Portfolio Solutions’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Envestnet Portfolio Solutions’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
2025
Q2 		– Sell
-1,439
Closed -$218K – 1646
2025
Q1 		$218K Sell
1,439
-1,367
-49% -$225K ﹤0.01% 1461
2024
Q4 		$461K Buy
2,806
+532
+23% +$89.7K ﹤0.01% 1286
2024
Q3 		$366K Sell
2,274
-441
-16% -$67.9K ﹤0.01% 1345
2024
Q2 		$408K Sell
2,715
-371
-12% -$54.9K ﹤0.01% 1219
2024
Q1 		$467K Buy
3,086
+70
+2% +$9.84K ﹤0.01% 1151
2023
Q4 		$396K Sell
3,016
-66
-2% -$7.78K ﹤0.01% 1148
2023
Q3 		$349K Buy
+3,082
New +$368K ﹤0.01% 1148

Other funds holding VFMO

RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 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
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Portfolio Solutions's VFMO Position: Q2 2025 in Review

Envestnet Portfolio Solutions sold out of Vanguard US Momentum Factor ETF (VFMO) in Q2 2025, closing a stake of 1,439 shares — an estimated $218K sold.

Envestnet Portfolio Solutions first reported a position in VFMO in Q3 2023 and held it in 7 quarters. The position peaked at $467K in Q1 2024. 139 funds tracked by Wall St. Rank hold VFMO as of Q2 2025.

  • Envestnet Portfolio Solutions reported no remaining Vanguard US Momentum Factor ETF position as of Q2 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 1,439 Vanguard US Momentum Factor ETF shares in Q2 2025, an estimated $218K.
  • Envestnet Portfolio Solutions first reported a position in Vanguard US Momentum Factor ETF in Q3 2023 and held it in 7 quarters.
  • Envestnet Portfolio Solutions's Vanguard US Momentum Factor ETF position peaked at $467K in Q1 2024.
  • 139 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q2 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.