Caitlin John’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Caitlin John’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	$2.2M	Buy	8,811 +595	+7%	+$135K	1.2%	14
2026 Q1	$1.62M	Sell	8,216 -944	-10%	-$191K	0.97%	16
2025 Q4	$1.75M	Sell	9,160 -211	-2%	-$40.6K	1.15%	17
2025 Q3	$1.8M	Sell	9,371 -292	-3%	-$52.4K	1.25%	15
2025 Q2	$1.67M	Sell	9,663 -1,456	-13%	-$230K	1.52%	16
2025 Q1	$1.69M	Sell	11,119 -2,671	-19%	-$440K	1.65%	10
2024 Q4	$2.27M	Sell	13,790 -852	-6%	-$144K	1.5%	12
2024 Q3	$2.54M	Buy	14,642 +393	+3%	+$60.5K	1.59%	10
2024 Q2	$2.14M	Buy	14,249 +2,145	+18%	+$317K	1.54%	8
2024 Q1	$1.83M	Buy	12,104 +9,404	+348%	+$1.32M	1.37%	8
2023 Q4	$354K	Buy	+2,700	New	+$318K	0.29%	81

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

Caitlin John's VFMO Position: Q2 2026 in Review

Caitlin John increased its Vanguard US Momentum Factor ETF (VFMO) stake by 7.2% in Q2 2026, buying an estimated $135K and bringing the position to 8,811 shares worth $2.2M. The position accounts for 1.2% of the portfolio, ranked #14.

Caitlin John first reported a position in VFMO in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.54M in Q3 2024. 196 funds tracked by Wall St. Rank hold VFMO as of Q2 2026.

Caitlin John held 8,811 shares of Vanguard US Momentum Factor ETF worth $2.2M as of Q2 2026.
Caitlin John bought 595 Vanguard US Momentum Factor ETF shares in Q2 2026, an estimated $135K.
Vanguard US Momentum Factor ETF made up 1.2% of Caitlin John's portfolio in Q2 2026, its #14 holding.
Caitlin John first reported a position in Vanguard US Momentum Factor ETF in Q4 2023 and has held it in 11 quarters since.
Caitlin John's Vanguard US Momentum Factor ETF position peaked at $2.54M in Q3 2024.
196 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.