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

Holistic 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 		$585K Buy
2,344
+560
+31% +$127K 0.09% 186
2026
Q1 		$352K Buy
+1,784
New +$362K 0.07% 221

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
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
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Holistic Planning's VFMO Position: Q2 2026 in Review

Holistic Planning increased its Vanguard US Momentum Factor ETF (VFMO) stake by 31% in Q2 2026, buying an estimated $127K and bringing the position to 2,344 shares worth $585K. The position accounts for 0.09% of the portfolio, ranked #186.

Holistic Planning first reported a position in VFMO in Q1 2026 and has held it in 2 quarters since. 196 funds tracked by Wall St. Rank hold VFMO as of Q2 2026.

  • Holistic Planning held 2,344 shares of Vanguard US Momentum Factor ETF worth $585K as of Q2 2026.
  • Holistic Planning bought 560 Vanguard US Momentum Factor ETF shares in Q2 2026, an estimated $127K.
  • Vanguard US Momentum Factor ETF made up 0.09% of Holistic Planning's portfolio in Q2 2026, its #186 holding.
  • Holistic Planning first reported a position in Vanguard US Momentum Factor ETF in Q1 2026 and has held it in 2 quarters since.
  • 196 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.