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

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SFS

Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return

DIA

Davidson Investment Advisors Great Falls, Montana $2.32B AUM 21.07% 1-Year Est. Return

AHC

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

CWM

Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return

EWM

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

LPL Financial San Diego, California $377B AUM 19.32% 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.