CWP
VFMO icon

Clark Wealth Partners’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Clark Wealth Partners’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 		$298K Sell
1,195
-180
-13% -$40.9K 0.17% 52
2026
Q1 		$271K Sell
1,375
-632
-31% -$128K 0.18% 46
2025
Q4 		$384K Hold
2,007
– – 0.23% 48
2025
Q3 		$384K Buy
+2,007
New +$360K 0.23% 48

Other funds holding VFMO

RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Clark Wealth Partners's VFMO Position: Q2 2026 in Review

Clark Wealth Partners reduced its Vanguard US Momentum Factor ETF (VFMO) stake by 13% in Q2 2026, selling an estimated $40.9K and leaving 1,195 shares worth $298K. The position accounts for 0.17% of the portfolio, ranked #52.

Clark Wealth Partners first reported a position in VFMO in Q3 2025 and has held it in 4 quarters since. The position peaked at $384K in Q4 2025. 189 funds tracked by Wall St. Rank hold VFMO as of Q2 2026.

  • Clark Wealth Partners held 1,195 shares of Vanguard US Momentum Factor ETF worth $298K as of Q2 2026.
  • Clark Wealth Partners sold 180 Vanguard US Momentum Factor ETF shares in Q2 2026, an estimated $40.9K.
  • Vanguard US Momentum Factor ETF made up 0.17% of Clark Wealth Partners's portfolio in Q2 2026, its #52 holding.
  • Clark Wealth Partners first reported a position in Vanguard US Momentum Factor ETF in Q3 2025 and has held it in 4 quarters since.
  • Clark Wealth Partners's Vanguard US Momentum Factor ETF position peaked at $384K in Q4 2025.
  • 189 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.