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 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

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Davidson Investment Advisors Great Falls, Montana $2.32B AUM 21.07% 1-Year Est. Return

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

Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $5.75B AUM 21.14% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return