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OneDigital Investment Advisors’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

OneDigital Investment 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 		$643K Sell
3,265
-22
-0.7% -$4.46K 0.01% 850
2025
Q4 		$629K Sell
3,287
-391
-11% -$75.2K 0.01% 857
2025
Q3 		$705K Sell
3,678
-457
-11% -$82K 0.01% 791
2025
Q2 		$713K Buy
4,135
+2,370
+134% +$374K 0.01% 759
2025
Q1 		$268K Buy
+1,765
New +$291K ﹤0.01% 1175

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 $982M AUM 21.85% 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

OneDigital Investment Advisors's VFMO Position: Q1 2026 in Review

OneDigital Investment Advisors reduced its Vanguard US Momentum Factor ETF (VFMO) stake by 0.67% in Q1 2026, selling an estimated $4.46K and leaving 3,265 shares worth $643K. The position accounts for 0.01% of the portfolio, ranked #850.

OneDigital Investment Advisors first reported a position in VFMO in Q1 2025 and has held it in 5 quarters since. The position peaked at $713K in Q2 2025. 171 funds tracked by Wall St. Rank hold VFMO as of Q1 2026.

  • OneDigital Investment Advisors held 3,265 shares of Vanguard US Momentum Factor ETF worth $643K as of Q1 2026.
  • OneDigital Investment Advisors sold 22 Vanguard US Momentum Factor ETF shares in Q1 2026, an estimated $4.46K.
  • Vanguard US Momentum Factor ETF made up 0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #850 holding.
  • OneDigital Investment Advisors first reported a position in Vanguard US Momentum Factor ETF in Q1 2025 and has held it in 5 quarters since.
  • OneDigital Investment Advisors's Vanguard US Momentum Factor ETF position peaked at $713K in Q2 2025.
  • 171 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.