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Waverly Advisors’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Waverly Advisors’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 		$476K Buy
2,413
+1
+0% +$203 ﹤0.01% 1113
2025
Q4 		$461K Hold
2,412
– – ﹤0.01% 1043
2025
Q3 		$462K Hold
2,412
– – ﹤0.01% 873
2025
Q2 		$416K Sell
2,412
-771
-24% -$122K ﹤0.01% 859
2025
Q1 		$483K Buy
3,183
+1
+0% +$165 0.01% 782
2024
Q4 		$523K Buy
3,182
+1
+0% +$169 0.01% 673
2024
Q3 		$512K Buy
3,181
+1
+0% +$154 0.01% 579
2024
Q2 		$478K Buy
3,180
+100
+3% +$14.8K 0.01% 586
2024
Q1 		$466K Buy
3,080
+89
+3% +$12.5K 0.01% 492
2023
Q4 		$393K Hold
2,991
– – 0.01% 326
2023
Q3 		$339K Hold
2,991
– – 0.01% 307
2023
Q2 		$363K Buy
+2,991
New +$341K 0.02% 272

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 $2.32B AUM 21.07% 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

Waverly Advisors's VFMO Position: Q1 2026 in Review

Waverly Advisors increased its Vanguard US Momentum Factor ETF (VFMO) stake by 0.04% in Q1 2026, buying an estimated $203 and bringing the position to 2,413 shares worth $476K. The position accounts for ﹤0.01% of the portfolio, ranked #1113.

Waverly Advisors first reported a position in VFMO in Q2 2023 and has held it in 12 quarters since. The position peaked at $523K in Q4 2024. 171 funds tracked by Wall St. Rank hold VFMO as of Q1 2026.

  • Waverly Advisors held 2,413 shares of Vanguard US Momentum Factor ETF worth $476K as of Q1 2026.
  • Waverly Advisors bought 1 Vanguard US Momentum Factor ETF share in Q1 2026, an estimated $203.
  • Vanguard US Momentum Factor ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1113 holding.
  • Waverly Advisors first reported a position in Vanguard US Momentum Factor ETF in Q2 2023 and has held it in 12 quarters since.
  • Waverly Advisors's Vanguard US Momentum Factor ETF position peaked at $523K in Q4 2024.
  • 171 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.