RSWM
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Robertson Stephens Wealth Management’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Robertson Stephens 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 		$603K Buy
2,418
+758
+46% +$172K 0.01% 407
2026
Q1 		$327K Buy
1,660
+151
+10% +$30.6K 0.01% 497
2025
Q4 		$289K Sell
1,509
-107
-7% -$20.6K 0.01% 529
2025
Q3 		$310K Buy
1,616
+150
+10% +$26.9K 0.01% 440
2025
Q2 		$253K Buy
1,466
+2
+0.1% +$316 0.01% 484
2025
Q1 		$222K Hold
1,464
– – 0.01% 511
2024
Q4 		$241K Buy
1,464
+1
+0.1% +$169 0.01% 516
2024
Q3 		$236K Buy
1,463
+1
+0.1% +$154 0.01% 570
2024
Q2 		$220K Buy
+1,462
New +$216K 0.01% 465

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

Robertson Stephens Wealth Management's VFMO Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its Vanguard US Momentum Factor ETF (VFMO) stake by 46% in Q2 2026, buying an estimated $172K and bringing the position to 2,418 shares worth $603K. The position accounts for 0.01% of the portfolio, ranked #407.

Robertson Stephens Wealth Management first reported a position in VFMO in Q2 2024 and has held it in 9 quarters since. 196 funds tracked by Wall St. Rank hold VFMO as of Q2 2026.

  • Robertson Stephens Wealth Management held 2,418 shares of Vanguard US Momentum Factor ETF worth $603K as of Q2 2026.
  • Robertson Stephens Wealth Management bought 758 Vanguard US Momentum Factor ETF shares in Q2 2026, an estimated $172K.
  • Vanguard US Momentum Factor ETF made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #407 holding.
  • Robertson Stephens Wealth Management first reported a position in Vanguard US Momentum Factor ETF in Q2 2024 and has held it in 9 quarters since.
  • 196 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.