PSF
VFMO icon

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
Q2 		$605K Hold
2,424
– – 0.25% 121
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 $6.7B AUM 32.7% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Pacific Sun Financial's VFMO Position: Q2 2026 in Review

Pacific Sun Financial held its Vanguard US Momentum Factor ETF (VFMO) position steady in Q2 2026 at 2,424 shares worth $605K. The position accounts for 0.25% of the portfolio, ranked #121.

Pacific Sun Financial first reported a position in VFMO in Q3 2024 and has held it in 8 quarters since. 197 funds tracked by Wall St. Rank hold VFMO as of Q2 2026.

  • Pacific Sun Financial held 2,424 shares of Vanguard US Momentum Factor ETF worth $605K as of Q2 2026.
  • Pacific Sun Financial left its Vanguard US Momentum Factor ETF share count unchanged in Q2 2026.
  • Vanguard US Momentum Factor ETF made up 0.25% of Pacific Sun Financial's portfolio in Q2 2026, its #121 holding.
  • Pacific Sun Financial first reported a position in Vanguard US Momentum Factor ETF in Q3 2024 and has held it in 8 quarters since.
  • 197 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q2 2026.

Based on Pacific Sun Financial's 13F filing for Q2 2026, filed 10 Aug 2026.