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 Q3	$750K	Hold	3,303	–	–	0.07%	269
2026 Q2	$824K	Hold	3,303	–	–	0.09%	238
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

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return

Cabot Wealth Management Salem, Massachusetts $999M AUM 14.8% 1-Year Est. Return

Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

United Advisor Group's VFMO Position: Q3 2026 in Review

United Advisor Group held its Vanguard US Momentum Factor ETF (VFMO) position steady in Q3 2026 at 3,303 shares worth $750K. The position accounts for 0.07% of the portfolio, ranked #269.

United Advisor Group first reported a position in VFMO in Q1 2024 and has held it in 11 quarters since. The position peaked at $824K in Q2 2026. 118 funds tracked by Wall St. Rank hold VFMO as of Q3 2026.

United Advisor Group held 3,303 shares of Vanguard US Momentum Factor ETF worth $750K as of Q3 2026.
United Advisor Group left its Vanguard US Momentum Factor ETF share count unchanged in Q3 2026.
Vanguard US Momentum Factor ETF made up 0.07% of United Advisor Group's portfolio in Q3 2026, its #269 holding.
United Advisor Group first reported a position in Vanguard US Momentum Factor ETF in Q1 2024 and has held it in 11 quarters since.
United Advisor Group's Vanguard US Momentum Factor ETF position peaked at $824K in Q2 2026.
118 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.