Kathmere Capital Management’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Kathmere Capital Management’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 Q1	$757K	Hold	3,842	–	–	0.05%	270
2025 Q4	$735K	Buy	3,842 +192	+5%	+$36.9K	0.05%	248
2025 Q3	$699K	Buy	3,650 +421	+13%	+$75.6K	0.05%	235
2025 Q2	$557K	Buy	3,229 +303	+10%	+$47.8K	0.04%	257
2025 Q1	$444K	Buy	2,926 +439	+18%	+$72.3K	0.04%	268
2024 Q4	$409K	Buy	2,487 +44	+2%	+$7.42K	0.04%	262
2024 Q3	$393K	Buy	2,443 +16	+0.7%	+$2.46K	0.04%	244
2024 Q2	$365K	Hold	2,427	–	–	0.04%	228
2024 Q1	$367K	Hold	2,427	–	–	0.04%	201
2023 Q4	$319K	Buy	2,427 +8	+0.3%	+$943	0.04%	192
2023 Q3	$274K	Buy	+2,419	New	+$289K	0.04%	200

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

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Empirical Wealth Management Seattle, Washington $5.75B AUM 21.14% 1-Year Est. Return

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