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Orion Portfolio Solutions’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$255K Sell
1,684
-458
-21% -$75.5K ﹤0.01% 1699
2024
Q4 		$352K Buy
+2,142
New +$361K ﹤0.01% 1479

Other funds holding VFMO

RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SW
Schulz Wealth Mansfield, Texas $194M AUM

Orion Portfolio Solutions's VFMO Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Vanguard US Momentum Factor ETF (VFMO) stake by 21% in Q1 2025, selling an estimated $75.5K and leaving 1,684 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #1699.

Orion Portfolio Solutions first reported a position in VFMO in Q4 2024 and has held it in 2 quarters since. The position peaked at $352K in Q4 2024. 138 funds tracked by Wall St. Rank hold VFMO as of Q1 2025.

  • Orion Portfolio Solutions held 1,684 shares of Vanguard US Momentum Factor ETF worth $255K as of Q1 2025.
  • Orion Portfolio Solutions sold 458 Vanguard US Momentum Factor ETF shares in Q1 2025, an estimated $75.5K.
  • Vanguard US Momentum Factor ETF made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1699 holding.
  • Orion Portfolio Solutions first reported a position in Vanguard US Momentum Factor ETF in Q4 2024 and has held it in 2 quarters since.
  • Orion Portfolio Solutions's Vanguard US Momentum Factor ETF position peaked at $352K in Q4 2024.
  • 138 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.