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IEQ Capital’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

IEQ Capital’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 		$1.99M Buy
10,086
+1,907
+23% +$387K 0.01% 770
2025
Q4 		$1.56M Buy
8,179
+718
+10% +$138K ﹤0.01% 876
2025
Q3 		$1.43M Buy
7,461
+5,026
+206% +$902K ﹤0.01% 883
2025
Q2 		$420K Buy
+2,435
New +$384K ﹤0.01% 1244

Other funds holding VFMO

RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 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
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

IEQ Capital's VFMO Position: Q1 2026 in Review

IEQ Capital increased its Vanguard US Momentum Factor ETF (VFMO) stake by 23% in Q1 2026, buying an estimated $387K and bringing the position to 10,086 shares worth $1.99M. The position accounts for 0.01% of the portfolio, ranked #770.

IEQ Capital first reported a position in VFMO in Q2 2025 and has held it in 4 quarters since. 171 funds tracked by Wall St. Rank hold VFMO as of Q1 2026.

  • IEQ Capital held 10,086 shares of Vanguard US Momentum Factor ETF worth $1.99M as of Q1 2026.
  • IEQ Capital bought 1,907 Vanguard US Momentum Factor ETF shares in Q1 2026, an estimated $387K.
  • Vanguard US Momentum Factor ETF made up 0.01% of IEQ Capital's portfolio in Q1 2026, its #770 holding.
  • IEQ Capital first reported a position in Vanguard US Momentum Factor ETF in Q2 2025 and has held it in 4 quarters since.
  • 171 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.