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Steward Partners Investment Advisory’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Steward Partners Investment Advisory’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 		$87.6K Buy
351
+1
+0.3% +$227 ﹤0.01% 2658
2026
Q1 		$69K Buy
+350
New +$71K ﹤0.01% 2603
2025
Q2 		– Sell
-203
Closed -$30.8K – 4251
2025
Q1 		$30.8K Hold
203
– – ﹤0.01% 2616
2024
Q4 		$33.4K Hold
203
– – ﹤0.01% 2544
2024
Q3 		$32.7K Hold
203
– – ﹤0.01% 2440
2024
Q2 		$30.5K Buy
203
+17
+9% +$2.52K ﹤0.01% 2327
2024
Q1 		$28.1K Buy
+186
New +$26.1K ﹤0.01% 2368

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

Steward Partners Investment Advisory's VFMO Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Vanguard US Momentum Factor ETF (VFMO) stake by 0.29% in Q2 2026, buying an estimated $227 and bringing the position to 351 shares worth $87.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2658.

Steward Partners Investment Advisory first reported a position in VFMO in Q1 2024 and has held it in 7 quarters since. 196 funds tracked by Wall St. Rank hold VFMO as of Q2 2026.

  • Steward Partners Investment Advisory held 351 shares of Vanguard US Momentum Factor ETF worth $87.6K as of Q2 2026.
  • Steward Partners Investment Advisory bought 1 Vanguard US Momentum Factor ETF share in Q2 2026, an estimated $227.
  • Vanguard US Momentum Factor ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2658 holding.
  • Steward Partners Investment Advisory first reported a position in Vanguard US Momentum Factor ETF in Q1 2024 and has held it in 7 quarters since.
  • 196 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.