Integrated Wealth Concepts’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Integrated Wealth Concepts’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	$259K	Buy	+1,037	New	+$236K	﹤0.01%	2069

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 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 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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Integrated Wealth Concepts's VFMO Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Vanguard US Momentum Factor ETF (VFMO) in Q2 2026: 1,037 shares worth $259K. The stake represents ﹤0.01% of the portfolio and ranks #2069 among its holdings.

198 funds tracked by Wall St. Rank hold VFMO as of Q2 2026.

Integrated Wealth Concepts held 1,037 shares of Vanguard US Momentum Factor ETF worth $259K as of Q2 2026.
Vanguard US Momentum Factor ETF was a new Integrated Wealth Concepts position in Q2 2026.
Vanguard US Momentum Factor ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2069 holding.
198 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.