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Blom & Howell Financial Planning’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Blom & Howell 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 		$1.88M Buy
7,518
+493
+7% +$112K 1.56% 16
2026
Q1 		$1.38M Buy
7,025
+779
+12% +$158K 1.36% 17
2025
Q4 		$1.19M Buy
+6,246
New +$1.2M 1.19% 18

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

Blom & Howell Financial Planning's VFMO Position: Q2 2026 in Review

Blom & Howell Financial Planning increased its Vanguard US Momentum Factor ETF (VFMO) stake by 7% in Q2 2026, buying an estimated $112K and bringing the position to 7,518 shares worth $1.88M. The position accounts for 1.56% of the portfolio, ranked #16.

Blom & Howell Financial Planning first reported a position in VFMO in Q4 2025 and has held it in 3 quarters since. 196 funds tracked by Wall St. Rank hold VFMO as of Q2 2026.

  • Blom & Howell Financial Planning held 7,518 shares of Vanguard US Momentum Factor ETF worth $1.88M as of Q2 2026.
  • Blom & Howell Financial Planning bought 493 Vanguard US Momentum Factor ETF shares in Q2 2026, an estimated $112K.
  • Vanguard US Momentum Factor ETF made up 1.56% of Blom & Howell Financial Planning's portfolio in Q2 2026, its #16 holding.
  • Blom & Howell Financial Planning first reported a position in Vanguard US Momentum Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 196 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q2 2026.

Based on Blom & Howell Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.