International Assets Investment Management’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

International Assets Investment Management’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	$2.38M	Buy	9,783 +435	+5%	+$98.8K	0.14%	135
2026 Q1	$1.87M	Buy	9,348 +65	+0.7%	+$13.2K	0.13%	148
2025 Q4	$1.78M	Sell	9,283 -640	-6%	-$123K	0.12%	145
2025 Q3	$1.69M	Hold	9,923	–	–	0.14%	131
2025 Q2	$1.71M	Buy	9,923 +89	+0.9%	+$14K	0.14%	133
2025 Q1	$1.49M	Buy	9,834 +4,728	+93%	+$779K	0.13%	149
2024 Q4	$843K	Sell	5,106 -409,179	-99%	-$69M	0.07%	270
2024 Q3	$2.57K	Buy	414,285 +412,936	+30,611%	+$63.6M	0.01%	800
2024 Q2	$203K	Buy	+1,349	New	+$200K	0.02%	706

Other funds holding VFMO

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

International Assets Investment Management's VFMO Position: Q2 2026 in Review

International Assets Investment Management increased its Vanguard US Momentum Factor ETF (VFMO) stake by 4.7% in Q2 2026, buying an estimated $98.8K and bringing the position to 9,783 shares worth $2.38M. The position accounts for 0.14% of the portfolio, ranked #135.

International Assets Investment Management first reported a position in VFMO in Q2 2024 and has held it in 9 quarters since. 152 funds tracked by Wall St. Rank hold VFMO as of Q2 2026.

International Assets Investment Management held 9,783 shares of Vanguard US Momentum Factor ETF worth $2.38M as of Q2 2026.
International Assets Investment Management bought 435 Vanguard US Momentum Factor ETF shares in Q2 2026, an estimated $98.8K.
Vanguard US Momentum Factor ETF made up 0.14% of International Assets Investment Management's portfolio in Q2 2026, its #135 holding.
International Assets Investment Management first reported a position in Vanguard US Momentum Factor ETF in Q2 2024 and has held it in 9 quarters since.
152 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.