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
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

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

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

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

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

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

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

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