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Sigma Planning Corp’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Sigma Planning Corp’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 		$230K Buy
+923
New +$210K 0.01% 1251
2025
Q2 		– Sell
-1,418
Closed -$215K – 1338
2025
Q1 		$215K Sell
1,418
-442
-24% -$72.8K 0.01% 1096
2024
Q4 		$306K Buy
+1,860
New +$314K 0.01% 917

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

Sigma Planning Corp's VFMO Position: Q2 2026 in Review

Sigma Planning Corp opened a new position in Vanguard US Momentum Factor ETF (VFMO) in Q2 2026: 923 shares worth $230K. The stake represents 0.01% of the portfolio and ranks #1251 among its holdings. This is a return to the name: Sigma Planning Corp previously reported a position in VFMO as recently as Q1 2025.

Sigma Planning Corp first reported a position in VFMO in Q4 2024 and has held it in 3 quarters since. The position peaked at $306K in Q4 2024. 197 funds tracked by Wall St. Rank hold VFMO as of Q2 2026.

  • Sigma Planning Corp held 923 shares of Vanguard US Momentum Factor ETF worth $230K as of Q2 2026.
  • Vanguard US Momentum Factor ETF was a new Sigma Planning Corp position in Q2 2026.
  • Vanguard US Momentum Factor ETF made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #1251 holding.
  • Sigma Planning Corp first reported a position in Vanguard US Momentum Factor ETF in Q4 2024 and has held it in 3 quarters since.
  • Sigma Planning Corp's Vanguard US Momentum Factor ETF position peaked at $306K in Q4 2024.
  • 197 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.