Prospera Financial Services’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Prospera Financial Services’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	$241K	Sell	1,225 -12	-1%	-$2.43K	﹤0.01%	1288
2025 Q4	$237K	Buy	+1,237	New	+$238K	﹤0.01%	1233
2025 Q2	–	Sell	-2,588	Closed	-$393K	–	1352
2025 Q1	$393K	Buy	+2,588	New	+$426K	0.01%	886
2023 Q1	–	Sell	-2,776	Closed	-$317K	–	1005
2022 Q4	$317K	Sell	2,776 -1,495	-35%	-$173K	0.02%	682
2022 Q3	$452K	Sell	4,271 -147	-3%	-$16.6K	0.02%	545
2022 Q2	$471K	Sell	4,418 -8	-0.2%	-$933	0.02%	531
2022 Q1	$559K	Sell	4,426 -480	-10%	-$59.4K	0.02%	567
2021 Q4	$653K	Sell	4,906 -212	-4%	-$28.5K	0.03%	498
2021 Q3	$658K	Buy	5,118 +88	+2%	+$11.5K	0.03%	459
2021 Q2	$662K	Sell	5,030 -366	-7%	-$46.7K	0.03%	458
2021 Q1	$668K	Buy	+5,396	New	+$670K	0.04%	426

Other funds holding VFMO

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Davidson Investment Advisors Great Falls, Montana $2.32B AUM 21.07% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $5.75B AUM 21.14% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return