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JFS Wealth Advisors’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

JFS Wealth 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
2025
Q2 		– Sell
-290
Closed -$44K – 1970
2025
Q1 		$44K Buy
+290
New +$47.8K ﹤0.01% 496

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 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
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

JFS Wealth Advisors's VFMO Position: Q2 2025 in Review

JFS Wealth Advisors sold out of Vanguard US Momentum Factor ETF (VFMO) in Q2 2025, closing a stake of 290 shares — an estimated $44K sold.

JFS Wealth Advisors first reported a position in VFMO in Q1 2025 and held it in 1 quarter. The position peaked at $44K in Q1 2025. 139 funds tracked by Wall St. Rank hold VFMO as of Q2 2025.

  • JFS Wealth Advisors reported no remaining Vanguard US Momentum Factor ETF position as of Q2 2025 after selling out during the quarter.
  • JFS Wealth Advisors sold 290 Vanguard US Momentum Factor ETF shares in Q2 2025, an estimated $44K.
  • JFS Wealth Advisors first reported a position in Vanguard US Momentum Factor ETF in Q1 2025 and held it in 1 quarter.
  • JFS Wealth Advisors's Vanguard US Momentum Factor ETF position peaked at $44K in Q1 2025.
  • 139 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q2 2025.

Based on JFS Wealth Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.