Global Retirement Partners’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Global Retirement 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	$1.15M	Buy	+4,592	New	+$1.04M	0.02%	700
2025 Q4	$906K	Sell	4,735 -159	-3%	-$30.6K	0.02%	702
2025 Q3	$938K	Sell	4,894 -157	-3%	-$28.2K	0.02%	560
2025 Q2	$871K	Buy	+5,051	New	+$797K	0.02%	538
2024 Q4	$5.09K	Hold	31	–	–	﹤0.01%	2673
2024 Q3	$4.99K	Buy	31 +7	+29%	+$1.08K	﹤0.01%	2559
2024 Q2	$3.6K	Buy	24 +3	+14%	+$444	﹤0.01%	2757
2024 Q1	$3.18K	Buy	+21	New	+$2.95K	﹤0.01%	2564

Other funds holding VFMO

RWM

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

SFS

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

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

GVAG

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Global Retirement Partners's VFMO Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Vanguard US Momentum Factor ETF (VFMO) in Q2 2026: 4,592 shares worth $1.15M. The stake represents 0.02% of the portfolio and ranks #700 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in VFMO as recently as Q4 2025.

Global Retirement Partners first reported a position in VFMO in Q1 2024 and has held it in 8 quarters since. 197 funds tracked by Wall St. Rank hold VFMO as of Q2 2026.

Global Retirement Partners held 4,592 shares of Vanguard US Momentum Factor ETF worth $1.15M as of Q2 2026.
Vanguard US Momentum Factor ETF was a new Global Retirement Partners position in Q2 2026.
Vanguard US Momentum Factor ETF made up 0.02% of Global Retirement Partners's portfolio in Q2 2026, its #700 holding.
Global Retirement Partners first reported a position in Vanguard US Momentum Factor ETF in Q1 2024 and has held it in 8 quarters since.
197 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.