KAS
VFMO icon

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
Q2 		$4.81M Buy
19,270
+5,579
+41% +$1.27M 0.02% 875
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 $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

Kestra Advisory Services's VFMO Position: Q2 2026 in Review

Kestra Advisory Services increased its Vanguard US Momentum Factor ETF (VFMO) stake by 41% in Q2 2026, buying an estimated $1.27M and bringing the position to 19,270 shares worth $4.81M. The position accounts for 0.02% of the portfolio, ranked #875.

Kestra Advisory Services first reported a position in VFMO in Q3 2021 and has held it in 20 quarters since. 197 funds tracked by Wall St. Rank hold VFMO as of Q2 2026.

  • Kestra Advisory Services held 19,270 shares of Vanguard US Momentum Factor ETF worth $4.81M as of Q2 2026.
  • Kestra Advisory Services bought 5,579 Vanguard US Momentum Factor ETF shares in Q2 2026, an estimated $1.27M.
  • Vanguard US Momentum Factor ETF made up 0.02% of Kestra Advisory Services's portfolio in Q2 2026, its #875 holding.
  • Kestra Advisory Services first reported a position in Vanguard US Momentum Factor ETF in Q3 2021 and has held it in 20 quarters since.
  • 197 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.