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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
Q2 		$588K Sell
2,356
-57
-2% -$12.9K ﹤0.01% 1098
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 $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

Waverly Advisors's VFMO Position: Q2 2026 in Review

Waverly Advisors reduced its Vanguard US Momentum Factor ETF (VFMO) stake by 2.4% in Q2 2026, selling an estimated $12.9K and leaving 2,356 shares worth $588K. The position accounts for ﹤0.01% of the portfolio, ranked #1098.

Waverly Advisors first reported a position in VFMO in Q2 2023 and has held it in 13 quarters since. 198 funds tracked by Wall St. Rank hold VFMO as of Q2 2026.

  • Waverly Advisors held 2,356 shares of Vanguard US Momentum Factor ETF worth $588K as of Q2 2026.
  • Waverly Advisors sold 57 Vanguard US Momentum Factor ETF shares in Q2 2026, an estimated $12.9K.
  • Vanguard US Momentum Factor ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1098 holding.
  • Waverly Advisors first reported a position in Vanguard US Momentum Factor ETF in Q2 2023 and has held it in 13 quarters since.
  • 198 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.