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 Q3	$232K	Buy	1,020 +3	+0.3%	+$691	0.13%	152
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

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return

Cabot Wealth Management Salem, Massachusetts $999M AUM 14.8% 1-Year Est. Return

Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Melfa Wealth Management's VFMO Position: Q3 2026 in Review

Melfa Wealth Management increased its Vanguard US Momentum Factor ETF (VFMO) stake by 0.29% in Q3 2026, buying an estimated $691 and bringing the position to 1,020 shares worth $232K. The position accounts for 0.13% of the portfolio, ranked #152.

Melfa Wealth Management first reported a position in VFMO in Q1 2024 and has held it in 10 quarters since. The position peaked at $260K in Q1 2024. 107 funds tracked by Wall St. Rank hold VFMO as of Q3 2026.

Melfa Wealth Management held 1,020 shares of Vanguard US Momentum Factor ETF worth $232K as of Q3 2026.
Melfa Wealth Management bought 3 Vanguard US Momentum Factor ETF shares in Q3 2026, an estimated $691.
Vanguard US Momentum Factor ETF made up 0.13% of Melfa Wealth Management's portfolio in Q3 2026, its #152 holding.
Melfa Wealth Management first reported a position in Vanguard US Momentum Factor ETF in Q1 2024 and has held it in 10 quarters since.
Melfa Wealth Management's Vanguard US Momentum Factor ETF position peaked at $260K in Q1 2024.
107 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q3 2026.

Based on Melfa Wealth Management's 13F filing for Q3 2026, filed 6 Nov 2026.