Essex Financial Services’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Essex Financial 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	$203K	Buy	+812	New	+$184K	0.01%	801

Other funds holding VFMO

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Essex Financial Services's VFMO Position: Q2 2026 in Review

Essex Financial Services opened a new position in Vanguard US Momentum Factor ETF (VFMO) in Q2 2026: 812 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #801 among its holdings.

155 funds tracked by Wall St. Rank hold VFMO as of Q2 2026.

Essex Financial Services held 812 shares of Vanguard US Momentum Factor ETF worth $203K as of Q2 2026.
Vanguard US Momentum Factor ETF was a new Essex Financial Services position in Q2 2026.
Vanguard US Momentum Factor ETF made up 0.01% of Essex Financial Services's portfolio in Q2 2026, its #801 holding.
155 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q2 2026.

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