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Perigon Wealth Management’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Perigon Wealth Management’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 		$290K Hold
1,161
– – ﹤0.01% 1143
2026
Q1 		$229K Sell
1,161
-3
-0.3% -$608 ﹤0.01% 1148
2025
Q4 		$223K Buy
+1,164
New +$224K ﹤0.01% 1182
2025
Q1 		– Sell
-1,599
Closed -$270K – 1100
2024
Q4 		$270K Buy
1,599
+149
+10% +$25.1K 0.01% 859
2024
Q3 		$233K Buy
+1,450
New +$223K 0.01% 877

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

Perigon Wealth Management's VFMO Position: Q2 2026 in Review

Perigon Wealth Management held its Vanguard US Momentum Factor ETF (VFMO) position steady in Q2 2026 at 1,161 shares worth $290K. The position accounts for ﹤0.01% of the portfolio, ranked #1143.

Perigon Wealth Management first reported a position in VFMO in Q3 2024 and has held it in 5 quarters since. 196 funds tracked by Wall St. Rank hold VFMO as of Q2 2026.

  • Perigon Wealth Management held 1,161 shares of Vanguard US Momentum Factor ETF worth $290K as of Q2 2026.
  • Perigon Wealth Management left its Vanguard US Momentum Factor ETF share count unchanged in Q2 2026.
  • Vanguard US Momentum Factor ETF made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1143 holding.
  • Perigon Wealth Management first reported a position in Vanguard US Momentum Factor ETF in Q3 2024 and has held it in 5 quarters since.
  • 196 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.