Morgan Stanley
VFMO icon

Morgan Stanley’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Morgan Stanley’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 		$477K Buy
2,419
+148
+7% +$30K ﹤0.01% 5511
2025
Q4 		$434K Sell
2,271
-882
-28% -$170K ﹤0.01% 5578
2025
Q3 		$604K Buy
3,153
+113
+4% +$20.3K ﹤0.01% 5428
2025
Q2 		$524K Sell
3,040
-1,743
-36% -$275K ﹤0.01% 5441
2025
Q1 		$726K Sell
4,783
-218
-4% -$35.9K ﹤0.01% 5157
2024
Q4 		$822K Buy
5,001
+4,221
+541% +$712K ﹤0.01% 5187
2024
Q3 		$126K Sell
780
-75
-9% -$11.5K ﹤0.01% 5908
2024
Q2 		$128K Buy
855
+75
+10% +$11.1K ﹤0.01% 5873
2024
Q1 		$118K Buy
780
+586
+302% +$82.3K ﹤0.01% 5926
2023
Q4 		$25.5K Buy
194
+188
+3,133% +$22.2K ﹤0.01% 6573
2023
Q3 		$705 Buy
6
+1
+20% +$119 ﹤0.01% 7272
2023
Q2 		$606 Hold
5
– – ﹤0.01% 7358
2023
Q1 		$563 Hold
5
– – ﹤0.01% 7417
2022
Q4 		$570 Hold
5
– – ﹤0.01% 7542
2022
Q3 		$1K Hold
5
– – ﹤0.01% 7611
2022
Q2 		$1K Hold
5
– – ﹤0.01% 7711
2022
Q1 		$1K Hold
5
– – ﹤0.01% 7875
2021
Q4 		$1K Hold
5
– – ﹤0.01% 7891
2021
Q3 		$1K Hold
5
– – ﹤0.01% 7808
2021
Q2 		$1K Hold
5
– – ﹤0.01% 7635
2021
Q1 		$1K Buy
+5
New +$621 ﹤0.01% 7386

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 $376B 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 $5.75B AUM 21.14% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return