Pathstone Holdings’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Pathstone Holdings’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 Q3	$259K	Buy	+1,141	New	+$263K	﹤0.01%	2199

Other funds holding VFMO

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Strategic Financial Services Utica, New York $2.27B AUM 12.86% 1-Year Est. Return

Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Madison Wealth Partners Madison, Wisconsin $958M AUM 15.07% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

Pathstone Holdings's VFMO Position: Q3 2026 in Review

Pathstone Holdings opened a new position in Vanguard US Momentum Factor ETF (VFMO) in Q3 2026: 1,141 shares worth $259K. The stake represents ﹤0.01% of the portfolio and ranks #2199 among its holdings.

188 funds tracked by Wall St. Rank hold VFMO as of Q3 2026.

Pathstone Holdings held 1,141 shares of Vanguard US Momentum Factor ETF worth $259K as of Q3 2026.
Vanguard US Momentum Factor ETF was a new Pathstone Holdings position in Q3 2026.
Vanguard US Momentum Factor ETF made up ﹤0.01% of Pathstone Holdings's portfolio in Q3 2026, its #2199 holding.
188 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q3 2026.

Based on Pathstone Holdings's 13F filing for Q3 2026, filed 13 Nov 2026.