Glass Jacobson Investment Advisors’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Glass Jacobson Investment 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 Q2	$26.2K	Hold	105	–	–	0.01%	394
2026 Q1	$20.7K	Hold	105	–	–	0.01%	409
2025 Q4	$20.1K	Hold	105	–	–	0.01%	405
2025 Q3	$20.1K	Sell	105 -44	-30%	-$7.9K	0.01%	398
2025 Q2	$25.7K	Sell	149 -328	-69%	-$51.8K	0.01%	358
2025 Q1	$78.5K	Hold	477	–	–	0.03%	321
2024 Q4	$78.5K	Buy	477 +30	+7%	+$5.06K	0.03%	321
2024 Q3	$72K	Hold	447	–	–	0.02%	316
2024 Q2	$67.2K	Hold	447	–	–	0.02%	311
2024 Q1	$67.7K	Buy	+447	New	+$62.8K	0.03%	314

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

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

Win Advisors Palm Beach Gardens, Florida $281M AUM 93.52% 1-Year Est. Return

Glass Jacobson Investment Advisors's VFMO Position: Q2 2026 in Review

Glass Jacobson Investment Advisors held its Vanguard US Momentum Factor ETF (VFMO) position steady in Q2 2026 at 105 shares worth $26.2K. The position accounts for 0.01% of the portfolio, ranked #394.

Glass Jacobson Investment Advisors first reported a position in VFMO in Q1 2024 and has held it in 10 quarters since. The position peaked at $78.5K in Q1 2025. 137 funds tracked by Wall St. Rank hold VFMO as of Q2 2026.

Glass Jacobson Investment Advisors held 105 shares of Vanguard US Momentum Factor ETF worth $26.2K as of Q2 2026.
Glass Jacobson Investment Advisors left its Vanguard US Momentum Factor ETF share count unchanged in Q2 2026.
Vanguard US Momentum Factor ETF made up 0.01% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #394 holding.
Glass Jacobson Investment Advisors first reported a position in Vanguard US Momentum Factor ETF in Q1 2024 and has held it in 10 quarters since.
Glass Jacobson Investment Advisors's Vanguard US Momentum Factor ETF position peaked at $78.5K in Q1 2025.
137 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.