Focus Partners Advisor Solutions’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Focus Partners Advisor 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
2026 Q1	$1.12M	Buy	5,675 +16	+0.3%	+$3.25K	0.01%	527
2025 Q4	$1.08M	Sell	5,659 -2,703	-32%	-$520K	0.01%	477
2025 Q3	$1.62M	Buy	8,362 +2,992	+56%	+$537K	0.02%	383
2025 Q2	$926K	Buy	5,370 +64	+1%	+$10.1K	0.01%	469
2025 Q1	$805K	Buy	5,306 +1,257	+31%	+$207K	0.01%	438
2024 Q4	$666K	Buy	4,049 +652	+19%	+$110K	0.01%	409
2024 Q3	$547K	Sell	3,397 -2	-0.1%	-$308	0.01%	428
2024 Q2	$511K	Hold	3,399	–	–	0.01%	364
2024 Q1	$514K	Buy	3,399 +168	+5%	+$23.6K	0.01%	355
2023 Q4	$424K	Buy	3,231 +89	+3%	+$10.5K	0.02%	275
2023 Q3	$356K	Hold	3,142	–	–	0.02%	319
2023 Q2	$381K	Buy	+3,142	New	+$358K	0.02%	256

Other funds holding VFMO

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Davidson Investment Advisors Great Falls, Montana $2.32B AUM 21.07% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $5.75B AUM 21.14% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return