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Action Point Financial Planning’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Action Point Financial Planning’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 		$685K Buy
+2,742
New +$623K 0.07% 212

Other funds holding VFMO

RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Action Point Financial Planning's VFMO Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Vanguard US Momentum Factor ETF (VFMO) in Q2 2026: 2,742 shares worth $685K. The stake represents 0.07% of the portfolio and ranks #212 among its holdings.

195 funds tracked by Wall St. Rank hold VFMO as of Q2 2026.

  • Action Point Financial Planning held 2,742 shares of Vanguard US Momentum Factor ETF worth $685K as of Q2 2026.
  • Vanguard US Momentum Factor ETF was a new Action Point Financial Planning position in Q2 2026.
  • Vanguard US Momentum Factor ETF made up 0.07% of Action Point Financial Planning's portfolio in Q2 2026, its #212 holding.
  • 195 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.