Mariner
VFMO icon

Mariner’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Mariner’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 		$2.65M Buy
13,470
+10,986
+442% +$2.23M ﹤0.01% 1378
2025
Q4 		$475K Buy
2,484
+364
+17% +$70K ﹤0.01% 2478
2025
Q3 		$406K Sell
2,120
-9,599
-82% -$1.72M ﹤0.01% 2588
2025
Q2 		$2.02M Buy
11,719
+1,914
+20% +$302K ﹤0.01% 1330
2025
Q1 		$1.49M Buy
9,805
+3,211
+49% +$529K ﹤0.01% 1400
2024
Q4 		$1.08M Buy
6,594
+1,291
+24% +$218K ﹤0.01% 1587
2024
Q3 		$854K Buy
5,303
+1,059
+25% +$163K ﹤0.01% 1732
2024
Q2 		$637K Buy
+4,244
New +$628K ﹤0.01% 1874

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

Mariner's VFMO Position: Q1 2026 in Review

Mariner increased its Vanguard US Momentum Factor ETF (VFMO) stake by 442% in Q1 2026, buying an estimated $2.23M and bringing the position to 13,470 shares worth $2.65M. The position accounts for ﹤0.01% of the portfolio, ranked #1378.

Mariner first reported a position in VFMO in Q2 2024 and has held it in 8 quarters since. 171 funds tracked by Wall St. Rank hold VFMO as of Q1 2026.

  • Mariner held 13,470 shares of Vanguard US Momentum Factor ETF worth $2.65M as of Q1 2026.
  • Mariner bought 10,986 Vanguard US Momentum Factor ETF shares in Q1 2026, an estimated $2.23M.
  • Vanguard US Momentum Factor ETF made up ﹤0.01% of Mariner's portfolio in Q1 2026, its #1378 holding.
  • Mariner first reported a position in Vanguard US Momentum Factor ETF in Q2 2024 and has held it in 8 quarters since.
  • 171 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.