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Kestra Private Wealth Services’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Kestra Private Wealth 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 		– Sell
-1,342
Closed -$257K – 1880
2025
Q4 		$257K Buy
1,342
+236
+21% +$45.4K ﹤0.01% 1495
2025
Q3 		$212K Buy
+1,106
New +$199K ﹤0.01% 1536

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 $2.45B AUM 21.8% 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 Private Wealth Services's VFMO Position: Q1 2026 in Review

Kestra Private Wealth Services sold out of Vanguard US Momentum Factor ETF (VFMO) in Q1 2026, closing a stake of 1,342 shares — an estimated $257K sold.

Kestra Private Wealth Services first reported a position in VFMO in Q3 2025 and held it in 2 quarters. The position peaked at $257K in Q4 2025. 171 funds tracked by Wall St. Rank hold VFMO as of Q1 2026.

  • Kestra Private Wealth Services reported no remaining Vanguard US Momentum Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Private Wealth Services sold 1,342 Vanguard US Momentum Factor ETF shares in Q1 2026, an estimated $257K.
  • Kestra Private Wealth Services first reported a position in Vanguard US Momentum Factor ETF in Q3 2025 and held it in 2 quarters.
  • Kestra Private Wealth Services's Vanguard US Momentum Factor ETF position peaked at $257K in Q4 2025.
  • 171 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.