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Essential Investment Partners’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Essential Investment 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 		$1.5K Hold
6
– – ﹤0.01% 244
2026
Q1 		$1.18K Hold
6
– – ﹤0.01% 254
2025
Q4 		$1.15K Buy
+6
New +$1.15K ﹤0.01% 244

Other funds holding VFMO

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
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 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

Essential Investment Partners's VFMO Position: Q2 2026 in Review

Essential Investment Partners held its Vanguard US Momentum Factor ETF (VFMO) position steady in Q2 2026 at 6 shares worth $1.5K. The position accounts for ﹤0.01% of the portfolio, ranked #244.

Essential Investment Partners first reported a position in VFMO in Q4 2025 and has held it in 3 quarters since. 47 funds tracked by Wall St. Rank hold VFMO as of Q2 2026.

  • Essential Investment Partners held 6 shares of Vanguard US Momentum Factor ETF worth $1.5K as of Q2 2026.
  • Essential Investment Partners left its Vanguard US Momentum Factor ETF share count unchanged in Q2 2026.
  • Vanguard US Momentum Factor ETF made up ﹤0.01% of Essential Investment Partners's portfolio in Q2 2026, its #244 holding.
  • Essential Investment Partners first reported a position in Vanguard US Momentum Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 47 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.