FullCircle Wealth’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

FullCircle Wealth’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
2025 Q3	–	Sell	-8,046	Closed	-$1.42M	–	272
2025 Q2	$1.42M	Sell	8,046 -544	-6%	-$85.9K	0.53%	52
2025 Q1	$1.31M	Sell	8,590 -19	-0.2%	-$3.13K	0.54%	51
2024 Q4	$1.51M	Buy	8,609 +4,347	+102%	+$733K	0.62%	50
2024 Q3	$700K	Sell	4,262 -2,791	-40%	-$430K	0.31%	103
2024 Q2	$1.08M	Buy	+7,053	New	+$1.04M	0.53%	60

Other funds holding VFMO

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return

Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FullCircle Wealth's VFMO Position: Q3 2025 in Review

FullCircle Wealth sold out of Vanguard US Momentum Factor ETF (VFMO) in Q3 2025, closing a stake of 8,046 shares — an estimated $1.42M sold.

FullCircle Wealth first reported a position in VFMO in Q2 2024 and held it in 5 quarters. The position peaked at $1.51M in Q4 2024. 140 funds tracked by Wall St. Rank hold VFMO as of Q3 2025.

FullCircle Wealth reported no remaining Vanguard US Momentum Factor ETF position as of Q3 2025 after selling out during the quarter.
FullCircle Wealth sold 8,046 Vanguard US Momentum Factor ETF shares in Q3 2025, an estimated $1.42M.
FullCircle Wealth first reported a position in Vanguard US Momentum Factor ETF in Q2 2024 and held it in 5 quarters.
FullCircle Wealth's Vanguard US Momentum Factor ETF position peaked at $1.51M in Q4 2024.
140 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.