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Great Valley Advisor Group’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Great Valley Advisor Group’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 		$41.2M Buy
165,303
+4,656
+3% +$1.06M 0.65% 36
2026
Q1 		$31.7M Buy
160,647
+1,487
+0.9% +$302K 0.58% 41
2025
Q4 		$30.4M Sell
159,160
-184,324
-54% -$35.5M 0.58% 44
2025
Q3 		$65.8M Sell
343,484
-5,153
-1% -$925K 1.32% 12
2025
Q2 		$60.1M Sell
348,637
-39,355
-10% -$6.21M 1.33% 9
2025
Q1 		$58.9M Buy
387,992
+310,175
+399% +$51.1M 1.27% 15
2024
Q4 		$12.8M Buy
77,817
+22,409
+40% +$3.78M 0.29% 90
2024
Q3 		$8.92M Buy
55,408
+25,646
+86% +$3.95M 0.22% 112
2024
Q2 		$4.47M Buy
29,762
+4,655
+19% +$689K 0.13% 174
2024
Q1 		$3.8M Buy
25,107
+7,530
+43% +$1.06M 0.12% 189
2023
Q4 		$2.31M Buy
17,577
+3,991
+29% +$470K 0.08% 219
2023
Q3 		$1.54M Buy
13,586
+10,067
+286% +$1.2M 0.06% 252
2023
Q2 		$427K Sell
3,519
-1,594
-31% -$182K 0.02% 477
2023
Q1 		$575K Buy
+5,113
New +$588K 0.03% 409

Other funds holding VFMO

RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Great Valley Advisor Group's VFMO Position: Q2 2026 in Review

Great Valley Advisor Group increased its Vanguard US Momentum Factor ETF (VFMO) stake by 2.9% in Q2 2026, buying an estimated $1.06M and bringing the position to 165,303 shares worth $41.2M. The position accounts for 0.65% of the portfolio, ranked #36.

Great Valley Advisor Group first reported a position in VFMO in Q1 2023 and has held it in 14 quarters since. The position peaked at $65.8M in Q3 2025. 196 funds tracked by Wall St. Rank hold VFMO as of Q2 2026.

  • Great Valley Advisor Group held 165,303 shares of Vanguard US Momentum Factor ETF worth $41.2M as of Q2 2026.
  • Great Valley Advisor Group bought 4,656 Vanguard US Momentum Factor ETF shares in Q2 2026, an estimated $1.06M.
  • Vanguard US Momentum Factor ETF made up 0.65% of Great Valley Advisor Group's portfolio in Q2 2026, its #36 holding.
  • Great Valley Advisor Group first reported a position in Vanguard US Momentum Factor ETF in Q1 2023 and has held it in 14 quarters since.
  • Great Valley Advisor Group's Vanguard US Momentum Factor ETF position peaked at $65.8M in Q3 2025.
  • 196 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.