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Soltis Investment Advisors’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Soltis 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 		– Sell
-1,886
Closed -$372K – 691
2026
Q1 		$372K Sell
1,886
-1,180
-38% -$239K 0.02% 393
2025
Q4 		$586K Sell
3,066
-776
-20% -$149K 0.04% 302
2025
Q3 		$736K Buy
+3,842
New +$690K 0.05% 246

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

Soltis Investment Advisors's VFMO Position: Q2 2026 in Review

Soltis Investment Advisors sold out of Vanguard US Momentum Factor ETF (VFMO) in Q2 2026, closing a stake of 1,886 shares — an estimated $372K sold.

Soltis Investment Advisors first reported a position in VFMO in Q3 2025 and held it in 3 quarters. The position peaked at $736K in Q3 2025. 198 funds tracked by Wall St. Rank hold VFMO as of Q2 2026.

  • Soltis Investment Advisors reported no remaining Vanguard US Momentum Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Soltis Investment Advisors sold 1,886 Vanguard US Momentum Factor ETF shares in Q2 2026, an estimated $372K.
  • Soltis Investment Advisors first reported a position in Vanguard US Momentum Factor ETF in Q3 2025 and held it in 3 quarters.
  • Soltis Investment Advisors's Vanguard US Momentum Factor ETF position peaked at $736K in Q3 2025.
  • 198 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.