KAS
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Kestra Advisory Services’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Kestra Advisory Services’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
Q1 		$2.7M Buy
13,691
+539
+4% +$109K 0.01% 1120
2025
Q4 		$2.52M Sell
13,152
-539
-4% -$104K 0.01% 1089
2025
Q3 		$2.62M Buy
13,691
+1,248
+10% +$224K 0.01% 1010
2025
Q2 		$2.15M Buy
12,443
+1,538
+14% +$243K 0.01% 1045
2025
Q1 		$1.65M Sell
10,905
-250
-2% -$41.2K 0.01% 1077
2024
Q4 		$1.83M Sell
11,155
-3
-0% -$506 0.01% 1046
2024
Q3 		$1.8M Hold
11,158
– – 0.01% 1008
2024
Q2 		$1.68M Buy
11,158
+1,121
+11% +$166K 0.01% 1053
2024
Q1 		$1.52M Buy
10,037
+404
+4% +$56.8K 0.01% 1003
2023
Q4 		$1.26M Buy
9,633
+2
+0% +$236 0.01% 1003
2023
Q3 		$1.09M Buy
9,631
+365
+4% +$43.6K 0.01% 949
2023
Q2 		$1.12M Buy
9,266
+168
+2% +$19.1K 0.01% 933
2023
Q1 		$1.02M Buy
9,098
+3,831
+73% +$440K 0.01% 935
2022
Q4 		$601K Sell
5,267
-413
-7% -$47.9K 0.01% 1295
2022
Q3 		$601K Buy
5,680
+23
+0.4% +$2.6K 0.01% 1217
2022
Q2 		$603K Sell
5,657
-59
-1% -$6.88K 0.01% 1213
2022
Q1 		$723K Buy
5,716
+397
+7% +$49.1K 0.01% 1097
2021
Q4 		$708K Sell
5,319
-834
-14% -$112K 0.01% 1136
2021
Q3 		$791K Buy
+6,153
New +$801K 0.01% 1142

Other funds holding VFMO

RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.32B AUM 21.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Kestra Advisory Services's VFMO Position: Q1 2026 in Review

Kestra Advisory Services increased its Vanguard US Momentum Factor ETF (VFMO) stake by 4.1% in Q1 2026, buying an estimated $109K and bringing the position to 13,691 shares worth $2.7M. The position accounts for 0.01% of the portfolio, ranked #1120.

Kestra Advisory Services first reported a position in VFMO in Q3 2021 and has held it in 19 quarters since. 171 funds tracked by Wall St. Rank hold VFMO as of Q1 2026.

  • Kestra Advisory Services held 13,691 shares of Vanguard US Momentum Factor ETF worth $2.7M as of Q1 2026.
  • Kestra Advisory Services bought 539 Vanguard US Momentum Factor ETF shares in Q1 2026, an estimated $109K.
  • Vanguard US Momentum Factor ETF made up 0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1120 holding.
  • Kestra Advisory Services first reported a position in Vanguard US Momentum Factor ETF in Q3 2021 and has held it in 19 quarters since.
  • 171 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.