UAG
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United Advisor Group’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

United Advisor 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
Q1 		$651K Hold
3,303
– – 0.08% 238
2025
Q4 		$632K Hold
3,303
– – 0.08% 245
2025
Q3 		$633K Hold
3,303
– – 0.09% 229
2025
Q2 		$570K Hold
3,303
– – 0.1% 203
2025
Q1 		$501K Sell
3,303
-28
-0.8% -$4.61K 0.1% 187
2024
Q4 		$548K Sell
3,331
-881
-21% -$149K 0.11% 185
2024
Q3 		$678K Buy
4,212
+992
+31% +$153K 0.15% 142
2024
Q2 		$484K Hold
3,220
– – 0.15% 133
2024
Q1 		$487K Buy
+3,220
New +$452K 0.18% 120

Other funds holding VFMO

RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 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 $2.45B AUM 21.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
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
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

United Advisor Group's VFMO Position: Q1 2026 in Review

United Advisor Group held its Vanguard US Momentum Factor ETF (VFMO) position steady in Q1 2026 at 3,303 shares worth $651K. The position accounts for 0.08% of the portfolio, ranked #238.

United Advisor Group first reported a position in VFMO in Q1 2024 and has held it in 9 quarters since. The position peaked at $678K in Q3 2024. 171 funds tracked by Wall St. Rank hold VFMO as of Q1 2026.

  • United Advisor Group held 3,303 shares of Vanguard US Momentum Factor ETF worth $651K as of Q1 2026.
  • United Advisor Group left its Vanguard US Momentum Factor ETF share count unchanged in Q1 2026.
  • Vanguard US Momentum Factor ETF made up 0.08% of United Advisor Group's portfolio in Q1 2026, its #238 holding.
  • United Advisor Group first reported a position in Vanguard US Momentum Factor ETF in Q1 2024 and has held it in 9 quarters since.
  • United Advisor Group's Vanguard US Momentum Factor ETF position peaked at $678K in Q3 2024.
  • 171 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.