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

Flagship 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
2026 Q3	$511K	Hold	2,250	–	–	0.11%	93
2026 Q2	$561K	Hold	2,250	–	–	0.13%	90
2026 Q1	$388K	Hold	2,250	–	–	0.17%	67
2025 Q4	$430K	Hold	2,250	–	–	0.13%	80
2025 Q3	$431K	Hold	2,250	–	–	0.14%	77
2025 Q2	$388K	Hold	2,250	–	–	0.15%	75
2025 Q1	$341K	Buy	+2,250	New	+$371K	0.14%	79

Other funds holding VFMO

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return

Cabot Wealth Management Salem, Massachusetts $999M AUM 14.8% 1-Year Est. Return

Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Flagship Wealth Advisors's VFMO Position: Q3 2026 in Review

Flagship Wealth Advisors held its Vanguard US Momentum Factor ETF (VFMO) position steady in Q3 2026 at 2,250 shares worth $511K. The position accounts for 0.11% of the portfolio, ranked #93.

Flagship Wealth Advisors first reported a position in VFMO in Q1 2025 and has held it in 7 quarters since. The position peaked at $561K in Q2 2026. 107 funds tracked by Wall St. Rank hold VFMO as of Q3 2026.

Flagship Wealth Advisors held 2,250 shares of Vanguard US Momentum Factor ETF worth $511K as of Q3 2026.
Flagship Wealth Advisors left its Vanguard US Momentum Factor ETF share count unchanged in Q3 2026.
Vanguard US Momentum Factor ETF made up 0.11% of Flagship Wealth Advisors's portfolio in Q3 2026, its #93 holding.
Flagship Wealth Advisors first reported a position in Vanguard US Momentum Factor ETF in Q1 2025 and has held it in 7 quarters since.
Flagship Wealth Advisors's Vanguard US Momentum Factor ETF position peaked at $561K in Q2 2026.
107 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q3 2026.

Based on Flagship Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.