UBS Group
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UBS Group’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

UBS Group’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 		$14.4M Buy
57,661
+14,332
+33% +$3.26M ﹤0.01% 3035
2026
Q1 		$8.54M Buy
43,329
+263
+0.6% +$53.3K ﹤0.01% 3523
2025
Q4 		$8.24M Buy
43,066
+21,256
+97% +$4.09M ﹤0.01% 3495
2025
Q3 		$4.18M Buy
21,810
+489
+2% +$87.8K ﹤0.01% 4227
2025
Q2 		$3.68M Buy
21,321
+7,185
+51% +$1.13M ﹤0.01% 4189
2025
Q1 		$2.14M Buy
14,136
+483
+4% +$79.6K ﹤0.01% 4644
2024
Q4 		$2.24M Buy
13,653
+1,526
+13% +$257K ﹤0.01% 4613
2024
Q3 		$1.95M Sell
12,127
-11,091
-48% -$1.71M ﹤0.01% 4014
2024
Q2 		$3.49M Buy
23,218
+12,337
+113% +$1.82M ﹤0.01% 3202
2024
Q1 		$1.65M Buy
10,881
+245
+2% +$34.4K ﹤0.01% 4134
2023
Q4 		$1.4M Buy
10,636
+1,778
+20% +$210K ﹤0.01% 4191
2023
Q3 		$1M Sell
8,858
-530
-6% -$63.3K ﹤0.01% 4072
2023
Q2 		$1.14M Buy
9,388
+2,118
+29% +$241K ﹤0.01% 4127
2023
Q1 		$818K Sell
7,270
-12,753
-64% -$1.47M ﹤0.01% 4280
2022
Q4 		$2.28M Buy
20,023
+18,199
+998% +$2.11M ﹤0.01% 3262
2022
Q3 		$193K Buy
+1,824
New +$206K ﹤0.01% 5116
2022
Q1 		– Sell
-5,947
Closed -$792K – 10949
2021
Q4 		$792K Buy
5,947
+5,490
+1,201% +$739K ﹤0.01% 4590
2021
Q3 		$59K Sell
457
-925
-67% -$120K ﹤0.01% 6205
2021
Q2 		$182K Buy
1,382
+344
+33% +$43.9K ﹤0.01% 5425
2021
Q1 		$129K Buy
+1,038
New +$129K ﹤0.01% 5766
2020
Q4 		– Sell
-2,150
Closed -$204K – 8792
2020
Q3 		$204K Buy
2,150
+1,932
+886% +$178K ﹤0.01% 4788
2020
Q2 		$19K Buy
+218
New +$17.1K ﹤0.01% 6597
2020
Q1 		– Sell
-154
Closed -$13K – 8452
2019
Q4 		$13K Buy
+154
New +$12.8K ﹤0.01% 7153
2019
Q3 		– Sell
-819
Closed -$68K – 8276
2019
Q2 		$68K Buy
+819
New +$65.7K ﹤0.01% 5663

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

UBS Group's VFMO Position: Q2 2026 in Review

UBS Group increased its Vanguard US Momentum Factor ETF (VFMO) stake by 33% in Q2 2026, buying an estimated $3.26M and bringing the position to 57,661 shares worth $14.4M. The position accounts for ﹤0.01% of the portfolio, ranked #3035.

UBS Group first reported a position in VFMO in Q2 2019 and has held it in 24 quarters since. 196 funds tracked by Wall St. Rank hold VFMO as of Q2 2026.

  • UBS Group held 57,661 shares of Vanguard US Momentum Factor ETF worth $14.4M as of Q2 2026.
  • UBS Group bought 14,332 Vanguard US Momentum Factor ETF shares in Q2 2026, an estimated $3.26M.
  • Vanguard US Momentum Factor ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #3035 holding.
  • UBS Group first reported a position in Vanguard US Momentum Factor ETF in Q2 2019 and has held it in 24 quarters since.
  • 196 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.