Belpointe Asset Management’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Belpointe Asset Management’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	$874K	Buy	3,501 +13	+0.4%	+$2.95K	0.03%	536
2026 Q1	$688K	Buy	3,488 +2,369	+212%	+$480K	0.03%	588
2025 Q4	$214K	Buy	+1,119	New	+$215K	0.01%	951
2025 Q3	–	Sell	-1,268	Closed	-$219K	–	1049
2025 Q2	$219K	Sell	1,268 -2,079	-62%	-$328K	0.01%	852
2025 Q1	$508K	Buy	3,347 +18	+0.5%	+$2.97K	0.03%	563
2024 Q4	$527K	Sell	3,329 -98	-3%	-$16.5K	0.03%	494
2024 Q3	$552K	Buy	3,427 +104	+3%	+$16K	0.03%	480
2024 Q2	$499K	Buy	+3,323	New	+$492K	0.03%	461
2023 Q2	–	Sell	-275	Closed	-$30.9K	–	3279
2023 Q1	$30.9K	Buy	275 +55	+25%	+$6.32K	﹤0.01%	2031
2022 Q4	$25.1K	Buy	+220	New	+$25.5K	﹤0.01%	2020

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 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 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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Belpointe Asset Management's VFMO Position: Q2 2026 in Review

Belpointe Asset Management increased its Vanguard US Momentum Factor ETF (VFMO) stake by 0.37% in Q2 2026, buying an estimated $2.95K and bringing the position to 3,501 shares worth $874K. The position accounts for 0.03% of the portfolio, ranked #536.

Belpointe Asset Management first reported a position in VFMO in Q4 2022 and has held it in 10 quarters since. 196 funds tracked by Wall St. Rank hold VFMO as of Q2 2026.

Belpointe Asset Management held 3,501 shares of Vanguard US Momentum Factor ETF worth $874K as of Q2 2026.
Belpointe Asset Management bought 13 Vanguard US Momentum Factor ETF shares in Q2 2026, an estimated $2.95K.
Vanguard US Momentum Factor ETF made up 0.03% of Belpointe Asset Management's portfolio in Q2 2026, its #536 holding.
Belpointe Asset Management first reported a position in Vanguard US Momentum Factor ETF in Q4 2022 and has held it in 10 quarters since.
196 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.