Creative Planning’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Creative 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	$752K	Sell	3,014 -169	-5%	-$38.4K	﹤0.01%	2874
2026 Q1	$627K	Buy	3,183 +1,297	+69%	+$263K	﹤0.01%	2847
2025 Q4	$361K	Buy	1,886 +213	+13%	+$41K	﹤0.01%	3111
2025 Q3	$320K	Buy	1,673 +1	+0.1%	+$180	﹤0.01%	3087
2025 Q2	$289K	Hold	1,672	–	–	﹤0.01%	2927
2025 Q1	$254K	Buy	1,672 +1	+0.1%	+$165	﹤0.01%	2887
2024 Q4	$275K	Sell	1,671 -3,071	-65%	-$518K	﹤0.01%	2731
2024 Q3	$763K	Sell	4,742 -74	-2%	-$11.4K	﹤0.01%	1741
2024 Q2	$723K	Buy	4,816 +577	+14%	+$85.3K	﹤0.01%	1651
2024 Q1	$641K	Buy	4,239 +16	+0.4%	+$2.25K	﹤0.01%	1667
2023 Q4	$554K	Hold	4,223	–	–	﹤0.01%	1650
2023 Q3	$479K	Hold	4,223	–	–	﹤0.01%	1592
2023 Q2	$512K	Hold	4,223	–	–	﹤0.01%	1537
2023 Q1	$475K	Buy	+4,223	New	+$485K	﹤0.01%	1497

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

Creative Planning's VFMO Position: Q2 2026 in Review

Creative Planning reduced its Vanguard US Momentum Factor ETF (VFMO) stake by 5.3% in Q2 2026, selling an estimated $38.4K and leaving 3,014 shares worth $752K. The position accounts for ﹤0.01% of the portfolio, ranked #2874.

Creative Planning first reported a position in VFMO in Q1 2023 and has held it in 14 quarters since. The position peaked at $763K in Q3 2024. 197 funds tracked by Wall St. Rank hold VFMO as of Q2 2026.

Creative Planning held 3,014 shares of Vanguard US Momentum Factor ETF worth $752K as of Q2 2026.
Creative Planning sold 169 Vanguard US Momentum Factor ETF shares in Q2 2026, an estimated $38.4K.
Vanguard US Momentum Factor ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2874 holding.
Creative Planning first reported a position in Vanguard US Momentum Factor ETF in Q1 2023 and has held it in 14 quarters since.
Creative Planning's Vanguard US Momentum Factor ETF position peaked at $763K in Q3 2024.
197 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.