EWM
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Empirical Wealth Management’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Empirical Wealth Management’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 		$26M Sell
104,019
-5,192
-5% -$1.18M 0.38% 50
2026
Q1 		$21.5M Buy
109,211
+3,090
+3% +$627K 0.37% 49
2025
Q4 		$20.3M Buy
106,121
+2,204
+2% +$424K 0.36% 47
2025
Q3 		$19.9M Sell
103,917
-3,601
-3% -$646K 0.4% 47
2025
Q2 		$18.5M Buy
107,518
+36,548
+51% +$5.77M 0.42% 49
2025
Q1 		$10.8M Buy
70,970
+8,313
+13% +$1.37M 0.28% 69
2024
Q4 		$10.3M Sell
62,657
-590
-0.9% -$99.5K 0.28% 76
2024
Q3 		$10.2M Buy
63,247
+2,279
+4% +$351K 0.29% 77
2024
Q2 		$9.16M Sell
60,968
-4,019
-6% -$594K 0.27% 74
2024
Q1 		$9.83M Sell
64,987
-3,685
-5% -$518K 0.3% 71
2023
Q4 		$9.02M Sell
68,672
-10,146
-13% -$1.2M 0.3% 66
2023
Q3 		$8.94M Sell
78,818
-4,313
-5% -$515K 0.35% 62
2023
Q2 		$10.1M Buy
83,131
+5,393
+7% +$614K 0.41% 52
2023
Q1 		$8.75M Buy
77,738
+8,109
+12% +$932K 0.38% 54
2022
Q4 		$7.94M Sell
69,629
-1,949
-3% -$226K 0.37% 52
2022
Q3 		$7.57M Sell
71,578
-9,214
-11% -$1.04M 0.4% 54
2022
Q2 		$8.61M Buy
80,792
+39,308
+95% +$4.58M 0.45% 45
2022
Q1 		$5.24M Buy
+41,484
New +$5.13M 0.26% 68

Other funds holding VFMO

AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
BIG
Builder Investment Group Atlanta, Georgia $505M AUM 31.7% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
LCC
Lincoln Capital Corp East Greenwich, Rhode Island $308M AUM 24.88% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Empirical Wealth Management's VFMO Position: Q2 2026 in Review

Empirical Wealth Management reduced its Vanguard US Momentum Factor ETF (VFMO) stake by 4.8% in Q2 2026, selling an estimated $1.18M and leaving 104,019 shares worth $26M. The position accounts for 0.38% of the portfolio, ranked #50.

Empirical Wealth Management first reported a position in VFMO in Q1 2022 and has held it in 18 quarters since. 32 funds tracked by Wall St. Rank hold VFMO as of Q2 2026.

  • Empirical Wealth Management held 104,019 shares of Vanguard US Momentum Factor ETF worth $26M as of Q2 2026.
  • Empirical Wealth Management sold 5,192 Vanguard US Momentum Factor ETF shares in Q2 2026, an estimated $1.18M.
  • Vanguard US Momentum Factor ETF made up 0.38% of Empirical Wealth Management's portfolio in Q2 2026, its #50 holding.
  • Empirical Wealth Management first reported a position in Vanguard US Momentum Factor ETF in Q1 2022 and has held it in 18 quarters since.
  • 32 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.