Melfa Wealth Management’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Melfa Wealth Management’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	$254K	Sell	1,017 -161	-14%	-$36.6K	0.14%	145
2026 Q1	$232K	Sell	1,178 -7	-0.6%	-$1.42K	0.13%	153
2025 Q4	$227K	Hold	1,185	–	–	0.13%	157
2025 Q3	$227K	Buy	+1,185	New	+$213K	0.13%	157
2025 Q2	–	Sell	-1,520	Closed	-$231K	–	206
2025 Q1	$231K	Buy	1,520 +1	+0.1%	+$165	0.16%	151
2024 Q4	$250K	Buy	1,519 +10	+0.7%	+$1.69K	0.17%	137
2024 Q3	$243K	Sell	1,509 -134	-8%	-$20.6K	0.16%	147
2024 Q2	$247K	Sell	1,643 -73	-4%	-$10.8K	0.17%	131
2024 Q1	$260K	Buy	+1,716	New	+$241K	0.19%	121

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 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 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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Melfa Wealth Management's VFMO Position: Q2 2026 in Review

Melfa Wealth Management reduced its Vanguard US Momentum Factor ETF (VFMO) stake by 14% in Q2 2026, selling an estimated $36.6K and leaving 1,017 shares worth $254K. The position accounts for 0.14% of the portfolio, ranked #145.

Melfa Wealth Management first reported a position in VFMO in Q1 2024 and has held it in 9 quarters since. The position peaked at $260K in Q1 2024. 197 funds tracked by Wall St. Rank hold VFMO as of Q2 2026.

Melfa Wealth Management held 1,017 shares of Vanguard US Momentum Factor ETF worth $254K as of Q2 2026.
Melfa Wealth Management sold 161 Vanguard US Momentum Factor ETF shares in Q2 2026, an estimated $36.6K.
Vanguard US Momentum Factor ETF made up 0.14% of Melfa Wealth Management's portfolio in Q2 2026, its #145 holding.
Melfa Wealth Management first reported a position in Vanguard US Momentum Factor ETF in Q1 2024 and has held it in 9 quarters since.
Melfa Wealth Management's Vanguard US Momentum Factor ETF position peaked at $260K in Q1 2024.
197 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q2 2026.

Based on Melfa Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.