HAP
VFMO icon

Harbor Asset Planning’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Harbor Asset Planning’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 		$862K Buy
3,455
+1,039
+43% +$236K 0.65% 39
2026
Q1 		$476K Buy
2,416
+1,719
+247% +$349K 0.4% 57
2025
Q4 		$133K Sell
697
-20
-3% -$3.85K 0.11% 114
2025
Q3 		$137K Buy
717
+108
+18% +$19.4K 0.12% 114
2025
Q2 		$105K Buy
+609
New +$96.1K 0.1% 127

Other funds holding VFMO

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
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
BIG
Builder Investment Group Atlanta, Georgia $505M AUM 31.7% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
LCC
Lincoln Capital Corp East Greenwich, Rhode Island $308M AUM 24.88% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Harbor Asset Planning's VFMO Position: Q2 2026 in Review

Harbor Asset Planning increased its Vanguard US Momentum Factor ETF (VFMO) stake by 43% in Q2 2026, buying an estimated $236K and bringing the position to 3,455 shares worth $862K. The position accounts for 0.65% of the portfolio, ranked #39.

Harbor Asset Planning first reported a position in VFMO in Q2 2025 and has held it in 5 quarters since. 53 funds tracked by Wall St. Rank hold VFMO as of Q2 2026.

  • Harbor Asset Planning held 3,455 shares of Vanguard US Momentum Factor ETF worth $862K as of Q2 2026.
  • Harbor Asset Planning bought 1,039 Vanguard US Momentum Factor ETF shares in Q2 2026, an estimated $236K.
  • Vanguard US Momentum Factor ETF made up 0.65% of Harbor Asset Planning's portfolio in Q2 2026, its #39 holding.
  • Harbor Asset Planning first reported a position in Vanguard US Momentum Factor ETF in Q2 2025 and has held it in 5 quarters since.
  • 53 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.