Strategic Financial Services’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Strategic Financial Services’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	$56.3M	Buy	285,538 +1,385	+0.5%	+$281K	2.68%	10
2025 Q4	$58.5M	Buy	284,153 +3,874	+1%	+$745K	2.7%	10
2025 Q3	$53.7M	Buy	280,279 +782	+0.3%	+$140K	2.69%	11
2025 Q2	$48.2M	Buy	279,497 +9,998	+4%	+$1.58M	2.59%	11
2025 Q1	$40.9M	Buy	269,499 +4,597	+2%	+$757K	2.39%	12
2024 Q4	$43.5M	Sell	264,902 -10,886	-4%	-$1.84M	2.6%	11
2024 Q3	$44.4M	Sell	275,788 -4,598	-2%	-$708K	2.63%	10
2024 Q2	$42.1M	Buy	280,386 +3,743	+1%	+$554K	2.66%	9
2024 Q1	$41.9M	Buy	276,643 +1,863	+0.7%	+$262K	2.7%	9
2023 Q4	$36.1M	Buy	274,780 +5,506	+2%	+$649K	2.54%	11
2023 Q3	$30.5M	Buy	269,274 +5,777	+2%	+$690K	2.38%	11
2023 Q2	$31.6M	Buy	263,497 +4,445	+2%	+$506K	2.36%	11
2023 Q1	$29.2M	Buy	259,052 +6,762	+3%	+$777K	2.25%	11
2022 Q4	$28.8M	Buy	252,290 +15,972	+7%	+$1.85M	2.3%	10
2022 Q3	$25M	Buy	236,318 +10,930	+5%	+$1.23M	2.21%	10
2022 Q2	$24M	Buy	225,388 +9,746	+5%	+$1.14M	2.04%	8
2022 Q1	$27.3M	Buy	215,642 +13,718	+7%	+$1.7M	2.06%	10
2021 Q4	$26.9M	Buy	201,924 +4,853	+2%	+$653K	2%	9
2021 Q3	$25.3M	Buy	197,071 +4,379	+2%	+$570K	2%	9
2021 Q2	$25.3M	Buy	192,692 +5,312	+3%	+$678K	2.01%	9
2021 Q1	$23.2M	Sell	187,380 -2,909	-2%	-$361K	1.96%	9
2020 Q4	$21.4M	Sell	190,289 -2,645	-1%	-$274K	1.92%	11
2020 Q3	$18.3M	Buy	192,934 +5,602	+3%	+$517K	1.88%	12
2020 Q2	$16.1M	Buy	187,332 +48,172	+35%	+$3.78M	1.79%	13
2020 Q1	$9.4M	Buy	139,160 +91,518	+192%	+$7.49M	1.26%	18
2019 Q4	$4.11M	Buy	47,642 +7,468	+19%	+$621K	0.47%	58
2019 Q3	$3.25M	Buy	40,174 +2,813	+8%	+$234K	0.41%	72
2019 Q2	$3.08M	Buy	37,361 +9,781	+35%	+$785K	0.41%	67
2019 Q1	$2.19M	Buy	+27,580	New	+$2.1M	0.3%	83

Other funds holding VFMO

RWM

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

GVAG

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

DIA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CWM

Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Strategic Financial Services's VFMO Position: Q1 2026 in Review

Strategic Financial Services increased its Vanguard US Momentum Factor ETF (VFMO) stake by 0.49% in Q1 2026, buying an estimated $281K and bringing the position to 285,538 shares worth $56.3M. The position accounts for 2.68% of the portfolio, ranked #10.

Strategic Financial Services first reported a position in VFMO in Q1 2019 and has held it in 29 quarters since. The position peaked at $58.5M in Q4 2025. 171 funds tracked by Wall St. Rank hold VFMO as of Q1 2026.

Strategic Financial Services held 285,538 shares of Vanguard US Momentum Factor ETF worth $56.3M as of Q1 2026.
Strategic Financial Services bought 1,385 Vanguard US Momentum Factor ETF shares in Q1 2026, an estimated $281K.
Vanguard US Momentum Factor ETF made up 2.68% of Strategic Financial Services's portfolio in Q1 2026, its #10 holding.
Strategic Financial Services first reported a position in Vanguard US Momentum Factor ETF in Q1 2019 and has held it in 29 quarters since.
Strategic Financial Services's Vanguard US Momentum Factor ETF position peaked at $58.5M in Q4 2025.
171 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q1 2026.

Based on Strategic Financial Services's 13F filing for Q1 2026, filed 8 May 2026.