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J.W. Cole Advisors’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

J.W. Cole Advisors’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 		$276K Buy
+1,106
New +$251K ﹤0.01% 1321
2025
Q4 		– Sell
-1,046
Closed -$200K – 1602
2025
Q3 		$200K Sell
1,046
-494
-32% -$88.7K ﹤0.01% 1440
2025
Q2 		$266K Sell
1,540
-686
-31% -$108K 0.01% 1196
2025
Q1 		$338K Buy
+2,226
New +$367K 0.01% 908

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

J.W. Cole Advisors's VFMO Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Vanguard US Momentum Factor ETF (VFMO) in Q2 2026: 1,106 shares worth $276K. The stake represents ﹤0.01% of the portfolio and ranks #1321 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in VFMO as recently as Q3 2025.

J.W. Cole Advisors first reported a position in VFMO in Q1 2025 and has held it in 4 quarters since. The position peaked at $338K in Q1 2025. 197 funds tracked by Wall St. Rank hold VFMO as of Q2 2026.

  • J.W. Cole Advisors held 1,106 shares of Vanguard US Momentum Factor ETF worth $276K as of Q2 2026.
  • Vanguard US Momentum Factor ETF was a new J.W. Cole Advisors position in Q2 2026.
  • Vanguard US Momentum Factor ETF made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1321 holding.
  • J.W. Cole Advisors first reported a position in Vanguard US Momentum Factor ETF in Q1 2025 and has held it in 4 quarters since.
  • J.W. Cole Advisors's Vanguard US Momentum Factor ETF position peaked at $338K in Q1 2025.
  • 197 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.