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Independent Financial Group’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Independent Financial 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
2025
Q3 		– Sell
-1,325
Closed -$229K – 1429
2025
Q2 		$229K Hold
1,325
– – 0.01% 1164
2025
Q1 		$201K Hold
1,325
– – 0.01% 1120
2024
Q4 		$218K Hold
1,325
– – 0.01% 1059
2024
Q3 		$213K Buy
+1,325
New +$204K 0.01% 1045

Other funds holding VFMO

RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 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
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Independent Financial Group's VFMO Position: Q3 2025 in Review

Independent Financial Group sold out of Vanguard US Momentum Factor ETF (VFMO) in Q3 2025, closing a stake of 1,325 shares — an estimated $229K sold.

Independent Financial Group first reported a position in VFMO in Q3 2024 and held it in 4 quarters. The position peaked at $229K in Q2 2025. 140 funds tracked by Wall St. Rank hold VFMO as of Q3 2025.

  • Independent Financial Group reported no remaining Vanguard US Momentum Factor ETF position as of Q3 2025 after selling out during the quarter.
  • Independent Financial Group sold 1,325 Vanguard US Momentum Factor ETF shares in Q3 2025, an estimated $229K.
  • Independent Financial Group first reported a position in Vanguard US Momentum Factor ETF in Q3 2024 and held it in 4 quarters.
  • Independent Financial Group's Vanguard US Momentum Factor ETF position peaked at $229K in Q2 2025.
  • 140 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q3 2025.

Based on Independent Financial Group's 13F filing for Q3 2025, filed 15 May 2026.