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	–	–	739
2019 Q4	$0	Hold	1	–	–	﹤0.01%	876
2019 Q3	$0	Hold	1	–	–	﹤0.01%	961
2019 Q2	$0	Buy	+1	New	+$80	﹤0.01%	972

Other funds holding VFMO

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Davidson Investment Advisors Great Falls, Montana $2.32B AUM 21.07% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $5.75B AUM 21.14% 1-Year Est. Return

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