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Pacific Sun Financial’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Pacific Sun Financial’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 		$478K Buy
2,424
+285
+13% +$57.8K 0.23% 128
2025
Q4 		$409K Buy
2,139
+118
+6% +$22.7K 0.2% 136
2025
Q3 		$387K Sell
2,021
-10
-0.5% -$1.79K 0.19% 138
2025
Q2 		$350K Buy
2,031
+5
+0.2% +$789 0.18% 141
2025
Q1 		$307K Buy
2,026
+503
+33% +$82.9K 0.17% 147
2024
Q4 		$250K Buy
1,523
+207
+16% +$34.9K 0.14% 158
2024
Q3 		$212K Buy
+1,316
New +$203K 0.12% 178

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

Pacific Sun Financial's VFMO Position: Q1 2026 in Review

Pacific Sun Financial increased its Vanguard US Momentum Factor ETF (VFMO) stake by 13% in Q1 2026, buying an estimated $57.8K and bringing the position to 2,424 shares worth $478K. The position accounts for 0.23% of the portfolio, ranked #128.

Pacific Sun Financial first reported a position in VFMO in Q3 2024 and has held it in 7 quarters since. 171 funds tracked by Wall St. Rank hold VFMO as of Q1 2026.

  • Pacific Sun Financial held 2,424 shares of Vanguard US Momentum Factor ETF worth $478K as of Q1 2026.
  • Pacific Sun Financial bought 285 Vanguard US Momentum Factor ETF shares in Q1 2026, an estimated $57.8K.
  • Vanguard US Momentum Factor ETF made up 0.23% of Pacific Sun Financial's portfolio in Q1 2026, its #128 holding.
  • Pacific Sun Financial first reported a position in Vanguard US Momentum Factor ETF in Q3 2024 and has held it in 7 quarters since.
  • 171 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q1 2026.

Based on Pacific Sun Financial's 13F filing for Q1 2026, filed 8 May 2026.