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EP Wealth Advisors’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

EP Wealth 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
2025
Q1 		– Sell
-634
Closed -$104K – 1371
2024
Q4 		$104K Buy
+634
New +$107K ﹤0.01% 1202

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
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SW
Schulz Wealth Mansfield, Texas $156M AUM 13.29% 1-Year Est. Return

EP Wealth Advisors's VFMO Position: Q1 2025 in Review

EP Wealth Advisors sold out of Vanguard US Momentum Factor ETF (VFMO) in Q1 2025, closing a stake of 634 shares — an estimated $104K sold.

EP Wealth Advisors first reported a position in VFMO in Q4 2024 and held it in 1 quarter. The position peaked at $104K in Q4 2024. 138 funds tracked by Wall St. Rank hold VFMO as of Q1 2025.

  • EP Wealth Advisors reported no remaining Vanguard US Momentum Factor ETF position as of Q1 2025 after selling out during the quarter.
  • EP Wealth Advisors sold 634 Vanguard US Momentum Factor ETF shares in Q1 2025, an estimated $104K.
  • EP Wealth Advisors first reported a position in Vanguard US Momentum Factor ETF in Q4 2024 and held it in 1 quarter.
  • EP Wealth Advisors's Vanguard US Momentum Factor ETF position peaked at $104K in Q4 2024.
  • 138 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q1 2025.

Based on EP Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.