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North Star Investment Management’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

North Star Investment 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
Q1 		$64.1K Hold
325
– – ﹤0.01% 675
2025
Q4 		$62.2K Buy
+325
New +$62.5K ﹤0.01% 625

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

North Star Investment Management's VFMO Position: Q1 2026 in Review

North Star Investment Management held its Vanguard US Momentum Factor ETF (VFMO) position steady in Q1 2026 at 325 shares worth $64.1K. The position accounts for ﹤0.01% of the portfolio, ranked #675.

North Star Investment Management first reported a position in VFMO in Q4 2025 and has held it in 2 quarters since. 171 funds tracked by Wall St. Rank hold VFMO as of Q1 2026.

  • North Star Investment Management held 325 shares of Vanguard US Momentum Factor ETF worth $64.1K as of Q1 2026.
  • North Star Investment Management left its Vanguard US Momentum Factor ETF share count unchanged in Q1 2026.
  • Vanguard US Momentum Factor ETF made up ﹤0.01% of North Star Investment Management's portfolio in Q1 2026, its #675 holding.
  • North Star Investment Management first reported a position in Vanguard US Momentum Factor ETF in Q4 2025 and has held it in 2 quarters since.
  • 171 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.