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BFC Planning, Inc.’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

BFC Planning, Inc.’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 		$38.2K Sell
153
-39
-20% -$8.86K ﹤0.01% 1691
2026
Q1 		$37.8K Hold
192
– – ﹤0.01% 1452
2025
Q4 		$36.7K Hold
192
– – ﹤0.01% 1492
2025
Q3 		$36.8K Hold
192
– – ﹤0.01% 1307
2025
Q2 		$33.1K Hold
192
– – ﹤0.01% 1290
2025
Q1 		$29.1K Hold
192
– – ﹤0.01% 1310
2024
Q4 		$31.6K Buy
+192
New +$32.4K ﹤0.01% 1283

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LPL Financial
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Great Valley Advisor Group
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Davidson Investment Advisors
Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return
Anderson Hoagland & Co
Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Systelligence LLC
Systelligence LLC Bloomington, Minnesota $605M AUM 14.86% 1-Year Est. Return

BFC Planning, Inc.'s VFMO Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Vanguard US Momentum Factor ETF (VFMO) stake by 20% in Q2 2026, selling an estimated $8.86K and leaving 153 shares worth $38.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1691.

BFC Planning, Inc. first reported a position in VFMO in Q4 2024 and has held it in 7 quarters since. 200 funds tracked by Wall St. Rank hold VFMO as of Q2 2026.

  • BFC Planning, Inc. held 153 shares of Vanguard US Momentum Factor ETF worth $38.2K as of Q2 2026.
  • BFC Planning, Inc. sold 39 Vanguard US Momentum Factor ETF shares in Q2 2026, an estimated $8.86K.
  • Vanguard US Momentum Factor ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1691 holding.
  • BFC Planning, Inc. first reported a position in Vanguard US Momentum Factor ETF in Q4 2024 and has held it in 7 quarters since.
  • 200 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.