Mercer Global Advisors
VFMO icon

Mercer Global Advisors’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Mercer Global 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 		$1.13M Buy
5,734
+697
+14% +$141K ﹤0.01% 1495
2025
Q4 		$963K Sell
5,037
-1
-0% -$192 ﹤0.01% 1477
2025
Q3 		$965K Sell
5,038
-1,051
-17% -$189K ﹤0.01% 1402
2025
Q2 		$1.05M Sell
6,089
-659
-10% -$104K ﹤0.01% 1187
2025
Q1 		$1.02M Buy
6,748
+495
+8% +$81.6K ﹤0.01% 1134
2024
Q4 		$1.03M Sell
6,253
-2,079
-25% -$351K ﹤0.01% 1105
2024
Q3 		$1.33M Buy
8,332
+1,754
+27% +$270K ﹤0.01% 907
2024
Q2 		$988K Sell
6,578
-322
-5% -$47.6K ﹤0.01% 968
2024
Q1 		$1.05M Buy
6,900
+1,561
+29% +$219K ﹤0.01% 941
2023
Q4 		$701K Sell
5,339
-6,577
-55% -$775K ﹤0.01% 1137
2023
Q3 		$1.35M Sell
11,916
-27,492
-70% -$3.28M 0.01% 824
2023
Q2 		$4.78M Buy
+39,408
New +$4.49M 0.02% 464

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 $2.32B AUM 21.07% 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

Mercer Global Advisors's VFMO Position: Q1 2026 in Review

Mercer Global Advisors increased its Vanguard US Momentum Factor ETF (VFMO) stake by 14% in Q1 2026, buying an estimated $141K and bringing the position to 5,734 shares worth $1.13M. The position accounts for ﹤0.01% of the portfolio, ranked #1495.

Mercer Global Advisors first reported a position in VFMO in Q2 2023 and has held it in 12 quarters since. The position peaked at $4.78M in Q2 2023. 171 funds tracked by Wall St. Rank hold VFMO as of Q1 2026.

  • Mercer Global Advisors held 5,734 shares of Vanguard US Momentum Factor ETF worth $1.13M as of Q1 2026.
  • Mercer Global Advisors bought 697 Vanguard US Momentum Factor ETF shares in Q1 2026, an estimated $141K.
  • Vanguard US Momentum Factor ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #1495 holding.
  • Mercer Global Advisors first reported a position in Vanguard US Momentum Factor ETF in Q2 2023 and has held it in 12 quarters since.
  • Mercer Global Advisors's Vanguard US Momentum Factor ETF position peaked at $4.78M in Q2 2023.
  • 171 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.