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Signature Estate & Investment Advisors’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Signature Estate & Investment Advisors’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 		$423K Buy
1,697
+137
+9% +$31.1K 0.01% 468
2026
Q1 		$307K Buy
1,560
+31
+2% +$6.29K 0.01% 531
2025
Q4 		$292K Buy
1,529
+3
+0.2% +$577 0.01% 507
2025
Q3 		$292K Buy
1,526
+3
+0.2% +$539 0.01% 501
2025
Q2 		$263K Sell
1,523
-154
-9% -$24.3K 0.01% 495
2025
Q1 		$254K Buy
1,677
+3
+0.2% +$494 0.01% 473
2024
Q4 		$275K Buy
1,674
+346
+26% +$58.3K 0.01% 431
2024
Q3 		$214K Buy
+1,328
New +$204K ﹤0.01% 490

Other funds holding VFMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $281M AUM 93.52% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return

Signature Estate & Investment Advisors's VFMO Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its Vanguard US Momentum Factor ETF (VFMO) stake by 8.8% in Q2 2026, buying an estimated $31.1K and bringing the position to 1,697 shares worth $423K. The position accounts for 0.01% of the portfolio, ranked #468.

Signature Estate & Investment Advisors first reported a position in VFMO in Q3 2024 and has held it in 8 quarters since. 121 funds tracked by Wall St. Rank hold VFMO as of Q2 2026.

  • Signature Estate & Investment Advisors held 1,697 shares of Vanguard US Momentum Factor ETF worth $423K as of Q2 2026.
  • Signature Estate & Investment Advisors bought 137 Vanguard US Momentum Factor ETF shares in Q2 2026, an estimated $31.1K.
  • Vanguard US Momentum Factor ETF made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #468 holding.
  • Signature Estate & Investment Advisors first reported a position in Vanguard US Momentum Factor ETF in Q3 2024 and has held it in 8 quarters since.
  • 121 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.