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Medallion Wealth Advisors’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Medallion Wealth Advisors’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 		$15K Sell
76
-10
-12% -$2.03K ﹤0.01% 704
2025
Q4 		$16.4K Hold
86
– – 0.01% 677
2025
Q3 		$16.5K Hold
86
– – 0.01% 670
2025
Q2 		$14.7K Hold
86
– – 0.01% 677
2025
Q1 		$13.1K Buy
+86
New +$14.2K 0.01% 645

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

Medallion Wealth Advisors's VFMO Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its Vanguard US Momentum Factor ETF (VFMO) stake by 12% in Q1 2026, selling an estimated $2.03K and leaving 76 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #704.

Medallion Wealth Advisors first reported a position in VFMO in Q1 2025 and has held it in 5 quarters since. The position peaked at $16.5K in Q3 2025. 171 funds tracked by Wall St. Rank hold VFMO as of Q1 2026.

  • Medallion Wealth Advisors held 76 shares of Vanguard US Momentum Factor ETF worth $15K as of Q1 2026.
  • Medallion Wealth Advisors sold 10 Vanguard US Momentum Factor ETF shares in Q1 2026, an estimated $2.03K.
  • Vanguard US Momentum Factor ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #704 holding.
  • Medallion Wealth Advisors first reported a position in Vanguard US Momentum Factor ETF in Q1 2025 and has held it in 5 quarters since.
  • Medallion Wealth Advisors's Vanguard US Momentum Factor ETF position peaked at $16.5K in Q3 2025.
  • 171 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.