Raymond James Financial
VFMO icon

Raymond James Financial’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Raymond James 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 		$29.6M Buy
150,035
+36,737
+32% +$7.45M 0.01% 1201
2025
Q4 		$21.7M Buy
113,298
+44,136
+64% +$8.49M 0.01% 1386
2025
Q3 		$13.3M Sell
69,162
-9,513
-12% -$1.71M ﹤0.01% 1705
2025
Q2 		$13.6M Buy
78,675
+4,463
+6% +$704K ﹤0.01% 1645
2025
Q1 		$11.3M Buy
74,212
+6,768
+10% +$1.12M ﹤0.01% 1717
2024
Q4 		$11.1M Buy
+67,444
New +$11.4M ﹤0.01% 1774

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 $445B AUM 25.58% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial's VFMO Position: Q1 2026 in Review

Raymond James Financial increased its Vanguard US Momentum Factor ETF (VFMO) stake by 32% in Q1 2026, buying an estimated $7.45M and bringing the position to 150,035 shares worth $29.6M. The position accounts for 0.01% of the portfolio, ranked #1201.

Raymond James Financial first reported a position in VFMO in Q4 2024 and has held it in 6 quarters since. 171 funds tracked by Wall St. Rank hold VFMO as of Q1 2026.

  • Raymond James Financial held 150,035 shares of Vanguard US Momentum Factor ETF worth $29.6M as of Q1 2026.
  • Raymond James Financial bought 36,737 Vanguard US Momentum Factor ETF shares in Q1 2026, an estimated $7.45M.
  • Vanguard US Momentum Factor ETF made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #1201 holding.
  • Raymond James Financial first reported a position in Vanguard US Momentum Factor ETF in Q4 2024 and has held it in 6 quarters since.
  • 171 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.