JAG
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Journey Advisory Group’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Journey Advisory 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
Q1 		– Sell
-34,257
Closed -$5.15M – 292
2024
Q4 		$5.15M Hold
34,257
– – 0.62% 45
2024
Q3 		$5.15M Sell
34,257
-903
-3% -$139K 0.62% 45
2024
Q2 		$5.28M Buy
35,160
+1,614
+5% +$239K 0.63% 45
2024
Q1 		$5.07M Buy
33,546
+482
+1% +$67.7K 0.63% 44
2023
Q4 		$4.34M Buy
33,064
+2,692
+9% +$317K 0.59% 50
2023
Q3 		$3.44M Buy
30,372
+4,033
+15% +$482K 0.51% 59
2023
Q2 		$3.19M Buy
26,339
+679
+3% +$77.4K 0.48% 64
2023
Q1 		$2.89M Buy
+25,660
New +$2.95M 0.45% 64

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 $2.32B AUM 21.07% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SW
Schulz Wealth Mansfield, Texas $156M AUM 13.29% 1-Year Est. Return

Journey Advisory Group's VFMO Position: Q1 2025 in Review

Journey Advisory Group sold out of Vanguard US Momentum Factor ETF (VFMO) in Q1 2025, closing a stake of 34,257 shares — an estimated $5.15M sold.

Journey Advisory Group first reported a position in VFMO in Q1 2023 and held it in 8 quarters. The position peaked at $5.28M in Q2 2024. 138 funds tracked by Wall St. Rank hold VFMO as of Q1 2025.

  • Journey Advisory Group reported no remaining Vanguard US Momentum Factor ETF position as of Q1 2025 after selling out during the quarter.
  • Journey Advisory Group sold 34,257 Vanguard US Momentum Factor ETF shares in Q1 2025, an estimated $5.15M.
  • Journey Advisory Group first reported a position in Vanguard US Momentum Factor ETF in Q1 2023 and held it in 8 quarters.
  • Journey Advisory Group's Vanguard US Momentum Factor ETF position peaked at $5.28M in Q2 2024.
  • 138 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q1 2025.

Based on Journey Advisory Group's 13F filing for Q1 2025, filed 13 May 2025.