Creative Planning
VFMO icon

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
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 $5.76B AUM 24.57% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.32B AUM 21.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 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

Creative Planning's VFMO Position: Q1 2026 in Review

Creative Planning increased its Vanguard US Momentum Factor ETF (VFMO) stake by 69% in Q1 2026, buying an estimated $263K and bringing the position to 3,183 shares worth $627K. The position accounts for ﹤0.01% of the portfolio, ranked #2847.

Creative Planning first reported a position in VFMO in Q1 2023 and has held it in 13 quarters since. The position peaked at $763K in Q3 2024. 171 funds tracked by Wall St. Rank hold VFMO as of Q1 2026.

  • Creative Planning held 3,183 shares of Vanguard US Momentum Factor ETF worth $627K as of Q1 2026.
  • Creative Planning bought 1,297 Vanguard US Momentum Factor ETF shares in Q1 2026, an estimated $263K.
  • Vanguard US Momentum Factor ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2847 holding.
  • Creative Planning first reported a position in Vanguard US Momentum Factor ETF in Q1 2023 and has held it in 13 quarters since.
  • Creative Planning's Vanguard US Momentum Factor ETF position peaked at $763K in Q3 2024.
  • 171 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.