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High Note Wealth’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

High Note Wealth’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 		– Sell
-477
Closed -$94K – 1024
2026
Q1 		$94K Hold
477
– – 0.02% 154
2025
Q4 		$91.2K Buy
+477
New +$91.7K 0.02% 151

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
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 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

High Note Wealth's VFMO Position: Q2 2026 in Review

High Note Wealth sold out of Vanguard US Momentum Factor ETF (VFMO) in Q2 2026, closing a stake of 477 shares — an estimated $94K sold.

High Note Wealth first reported a position in VFMO in Q4 2025 and held it in 2 quarters. The position peaked at $94K in Q1 2026. 197 funds tracked by Wall St. Rank hold VFMO as of Q2 2026.

  • High Note Wealth reported no remaining Vanguard US Momentum Factor ETF position as of Q2 2026 after selling out during the quarter.
  • High Note Wealth sold 477 Vanguard US Momentum Factor ETF shares in Q2 2026, an estimated $94K.
  • High Note Wealth first reported a position in Vanguard US Momentum Factor ETF in Q4 2025 and held it in 2 quarters.
  • High Note Wealth's Vanguard US Momentum Factor ETF position peaked at $94K in Q1 2026.
  • 197 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.