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Brinker Capital Investments’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Brinker Capital Investments’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 		– Sell
-1,993
Closed -$381K – 2259
2025
Q4 		$381K Sell
1,993
-230
-10% -$44.2K ﹤0.01% 1699
2025
Q3 		$426K Buy
2,223
+43
+2% +$7.72K ﹤0.01% 1608
2025
Q2 		$376K Buy
2,180
+496
+29% +$78.3K ﹤0.01% 1611
2025
Q1 		$255K Sell
1,684
-458
-21% -$75.5K ﹤0.01% 1699
2024
Q4 		$352K Buy
+2,142
New +$361K ﹤0.01% 1479
2021
Q3 		– Sell
-34,000
Closed -$4.47M – 1326
2021
Q2 		$4.47M Buy
+34,000
New +$4.34M 0.06% 332
2020
Q1 		– Sell
-1
Closed – – 733
2019
Q4 		$0 Hold
1
– – ﹤0.01% 869
2019
Q3 		$0 Hold
1
– – ﹤0.01% 954
2019
Q2 		$0 Buy
+1
New +$80 ﹤0.01% 967

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
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 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

Brinker Capital Investments's VFMO Position: Q1 2026 in Review

Brinker Capital Investments sold out of Vanguard US Momentum Factor ETF (VFMO) in Q1 2026, closing a stake of 1,993 shares — an estimated $381K sold.

Brinker Capital Investments first reported a position in VFMO in Q2 2019 and held it in 9 quarters. The position peaked at $4.47M in Q2 2021. 172 funds tracked by Wall St. Rank hold VFMO as of Q1 2026.

  • Brinker Capital Investments reported no remaining Vanguard US Momentum Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Brinker Capital Investments sold 1,993 Vanguard US Momentum Factor ETF shares in Q1 2026, an estimated $381K.
  • Brinker Capital Investments first reported a position in Vanguard US Momentum Factor ETF in Q2 2019 and held it in 9 quarters.
  • Brinker Capital Investments's Vanguard US Momentum Factor ETF position peaked at $4.47M in Q2 2021.
  • 172 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.