RSWM
VFMO icon

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
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 $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 $2.32B AUM 21.07% 1-Year Est. Return
LPL Financial
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
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 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 $5.75B AUM 21.14% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return