Fulcrum Equity Management’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Fulcrum Equity 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	$245K	Buy	+980	New	+$223K	0.18%	127
2022 Q1	–	Sell	-2,377	Closed	-$316K	–	189
2021 Q4	$316K	Buy	2,377 +63	+3%	+$8.48K	0.12%	127
2021 Q3	$298K	Sell	2,314 -257	-10%	-$33.5K	0.12%	132
2021 Q2	$338K	Sell	2,571 -257	-9%	-$32.8K	0.13%	129
2021 Q1	$350K	Buy	+2,828	New	+$351K	0.14%	131

Other funds holding VFMO

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

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

Fulcrum Equity Management's VFMO Position: Q2 2026 in Review

Fulcrum Equity Management opened a new position in Vanguard US Momentum Factor ETF (VFMO) in Q2 2026: 980 shares worth $245K. The stake represents 0.18% of the portfolio and ranks #127 among its holdings. This is a return to the name: Fulcrum Equity Management previously reported a position in VFMO as recently as Q4 2021.

Fulcrum Equity Management first reported a position in VFMO in Q1 2021 and has held it in 5 quarters since. The position peaked at $350K in Q1 2021. 32 funds tracked by Wall St. Rank hold VFMO as of Q2 2026.

Fulcrum Equity Management held 980 shares of Vanguard US Momentum Factor ETF worth $245K as of Q2 2026.
Vanguard US Momentum Factor ETF was a new Fulcrum Equity Management position in Q2 2026.
Vanguard US Momentum Factor ETF made up 0.18% of Fulcrum Equity Management's portfolio in Q2 2026, its #127 holding.
Fulcrum Equity Management first reported a position in Vanguard US Momentum Factor ETF in Q1 2021 and has held it in 5 quarters since.
Fulcrum Equity Management's Vanguard US Momentum Factor ETF position peaked at $350K in Q1 2021.
32 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q2 2026.

Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.